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What it does with your paper

You send documents and a line or two about your year. You get back a card per document saying what to type into your canton's app, and where.

What it reads

  • Salary certificates
  • Broker statements — positions, dividends and withholding tax
  • Pillar 3a attestations — UBS, Finpension, VIAC, PostFinance and the rest
  • Bank statements
  • Health insurance premium certificates
  • Property statements — rental income and mortgage interest
  • Pension fund statements and buy-ins
  • Childcare, training and donation receipts

Anything else you send is read too, and the guide says what it could and could not use it for.

What comes out

One card per document. Each line carries the field name in your canton's own wording, the value, where to find the field on screen, and any cap the app applies for you.

Salaire net (net salary)Chiffre 11
72'860
  1. Copy chiffre 11 from the certificate — the net amount, after social deductions.
  2. Don't subtract anything yourself: the official app derives the deductions.
Période d'emploi (employment period)
01.01 – 31.12.2025
  1. Confirm the full-year period so nothing gets annualised twice.
0 of 2 entered into eTax
Browse a whole sample return

It checks its own work

When the guide is built, a second pass reads it back against your documents. It looks for the wrong year, missing months, and values that do not match the paperwork.

Assistant

I re-checked the guide against your documents. The KPT statement you uploaded is the 2023 Auszug (statement), not 2025 — I removed its numbers from the guide and added a waiting card for the health-insurance premium. Ask KPT for the 2025 statement and drop it here.

A broker account, without the typing

An Interactive Brokers, DEGIRO, Schwab or Swissquote export becomes the official Swiss securities statement. You attach one PDF and the positions and income load from it.

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Cantons and languages

All 26 cantons and the federal return. Field names stay in your canton's official language — German, French or Italian — with the explanation in English next to them, so you can still find the field on screen.

What it does not do yet

  • We focus on individuals, not companies. Complex situations need a human advisor.
  • We don't integrate with your bank or the tax authority. You bring the documents, and you file yourself.
  • We're new. Canton coverage and deduction depth are uneven and improving.
  • This is not legal or tax advice. Every number you enter, you verify.

Common questions

I have an Interactive Brokers account. Do I type in every position?

No. We turn an Interactive Brokers, DEGIRO, Schwab or Swissquote export into the official Swiss securities statement. You attach one PDF and the positions and income load from it.

I moved canton in the middle of the year. Now what?

You file one return, in the canton you lived in on 31 December — that canton taxes the whole year, and any instalments you already paid to the old one come back to you. Tell us the month you moved and the guide is built against the right canton's rules and its own app.

What if it gets something wrong?

Tap the value and say so. The correction updates that card and everything after it. Every number shows the document it came from, so nothing reaches your return unseen.