Skip to main content
PaperTax

5 free runs · Zero retention

Your broker statement, Swiss-shaped.

Upload your Interactive Brokers, DEGIRO, Charles Schwab or Swissquote export — get back the same eCH-0196 tax statement PDF (totals, dividends, embedded data, barcodes) a Swiss bank would mail you. 5 free runs to try; unlimited when you file with PaperTax. Your file lives in memory just long enough to generate the PDF, then it's gone.

Generate now →How to export from your broker

Nothing saved

Your upload lives in memory just long enough to compute the PDF, then it's gone. No copy on our servers, no entry in a database, no filename or contents in our logs.

5 free runs

Try the generator 5 times on the house — pick any broker, any language, any canton. After that, a paid PaperTax filing unlocks unlimited regenerations for that account.

Four languages

Pick English, Deutsch, Français or Italiano. We render the PDF — the Steuerauszug, relevé fiscal or estratto fiscale — in your language with the right tax wording for every canton.

How it works

Three steps. Under a minute.

Upload

Sign in, drop your broker export, nothing to install.

Generate

We compute the tax-ready PDF in memory — barcodes, totals and all — in under a second.

Download

Save the PDF, refresh the page, and we have no record any of this happened.

How to export from your broker

If you use Interactive Brokers

  1. 01

    Open Account Management

    Log into IBKR Account Management. Flex Queries are a free, built-in IBKR feature — available on any live account (paper-trading accounts excluded).
  2. 02

    Performance & Reports → Flex Queries → Create (+)

    Pick Activity when prompted. IBKR's official walkthrough is here.
  3. 03

    In each section, click "Select All", then "Save"

    • · Account Information
    • · Cash Report
    • · Cash Transactions
    • · Corporate Actions
    • · Interest Accruals
    • · Open Positions
    • · Trades
  4. 04

    Delivery: format = XML, date = yyyy-MM-dd

    Format must be XML (not CSV, not PDF). Date format yyyy-MM-dd. Leave Include Canceled Trades / Currency Rates / Audit Trail set to No.
  5. 05

    Save the query, then click Run

    After saving, you'll land back on the Flex Queries list. Find your new query in the Activity table and click the Run icon next to it. The query needs to actually execute before any XML exists to download.
  6. 06

    In the Run dialog, pick "Custom Date Range"

    Skip the Period dropdown — it only offers rolling windows that cross calendar years. Select Custom Date Range and set From Date 2025-01-01 and To Date 2025-12-31 for tax year 2025. Confirm Format = XML, then hit Run.
  7. 07

    Download the .xml — drop it in the box above

    That's it. We do the rest in seconds.

If you use DEGIRO

Export your Account.csv and Portfolio.csv for the tax year, put both files in one .zip, and drop the zip on the upload box.

If you use Charles Schwab

Export your account statements for the tax year, put them in one .zip, and drop the zip on the upload box.

If you use Swissquote

Set your account display language to Deutsch, then export your transactions for the tax year as a .csv and drop it on the upload box. (A .zip wrapping the .csv also works.)

Generate your PDF

Sign in to generate

Try it 5 times, free.

Create an account and you get 5 free runs of this generator — enough to test it against your broker export and decide if PaperTax is for you. After that, file a return with us and the tool comes unlimited with your filing.

Create an account →Log in

Common questions

  • What is a Swiss electronic tax statement?

    It's the standard PDF your bank or broker would normally send you in January. It bundles your year-end positions, dividends, interest and bank balances into a PDF with embedded data and barcodes that every cantonal tax app can import. The PDF carries the eCH-0196 v2.2.0 payload that the cantons standardised on.

  • Which cantons accept this PDF?

    All 26 — the eCH-0196 standard is the federal interchange format every cantonal tax app implements. We've verified the barcode and embedded XML against VSTax (Valais), ZHprivateTax (Zurich), GeTax (Geneva), VaudTax (Vaud) and BalTax (Basel-Stadt); the same payload imports cleanly into every other canton's app.

  • How long does it take to generate?

    Under a second once you've uploaded. The slow part is exporting from your broker — usually 2 to 5 minutes — not the conversion itself.

  • Isn't IBKR's own Swiss tax form enough?

    IBKR's PDF is a summary, not an eCH-0196 electronic tax statement: no embedded XML, no barcode, no machine-readable totals your cantonal tax app can scan. You'd still re-type every line by hand. Our PDF carries the eCH-0196 v2.2.0 payload, so VSTax / ZHprivateTax / GeTax / VaudTax / BalTax can ingest it in one click — and we apply the federal ESTV Kursliste valuations and FX rates the cantons expect, which IBKR's own form doesn't do.

  • How does this relate to the full PaperTax app?

    PaperTax walks you through your complete Swiss tax return — salary certificate, pillar 3a, insurance, real estate and the rest. The broker-statement generator is one piece of that pipeline. You get 5 generations free with a PaperTax account; with a paid filing it's unlimited, so you can regenerate the PDF as often as you need — for any supported broker, in any language.

  • Is this really free?

    Yes — 5 generations are free with a PaperTax account. After that, the tool is unlimited as part of your paid filing. We do this so the ESTV Kursliste data + ongoing maintenance pays for itself, while still letting most people try the tool risk-free.

  • What happens to my upload?

    Your broker export lives in memory just long enough to compute the PDF, then it's discarded. No disk write, no database row, no log line of its contents. We keep an account record that the PDF was generated (broker, tax year, success/failure) — that's it.

  • Interactive Brokers: what's a FlexQuery and how do I get one?

    It's IBKR's built-in export format. Log into Account Management, go to Performance & Reports → Flex Queries, create a new Activity query, select the sections you need, set Format = XML and date range = your tax year, save, then click Run. Download the XML and drop it on this page. There's a step-by-step further down.

  • Does this work for previous tax years?

    Yes — we currently support tax years 2024 and 2025. Pick the year when you export (IBKR: set the FlexQuery to a Custom Date Range; DEGIRO / Schwab: choose the year on this page). For each security we look up the official Swiss federal year-end tax value (the ESTV Kursliste) for that year, so the figures on your PDF match what your canton expects. Cash balances use your broker's year-end balance converted at the official federal foreign-exchange rate.

  • Does this work with Schwab or DEGIRO?

    Yes — both are supported. For DEGIRO, export your Account.csv and Portfolio.csv for the tax year and put both in one .zip. For Charles Schwab, export your account statements for the tax year and put them in one .zip. Drop the zip on this page and pick the matching broker.