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How much does it cost to get a tax statement from a Swiss stock broker or custody bank? Do I need to pay extra for statements or are they covered by custodial fees?
Hi there,
Most Swiss banks and brokers charge additional fees when you request individual tax statements listing securities transactions. As a general rule, tax statements are only necessary when you make a relatively large number of transactions within a tax year because small numbers of transactions can easily be entered into the appropriate form when you complete your tax return.
A number of banks, including VZ Depotbank and money-net (BEKB) provide tax statements free of charge.
UBS charges a minimum of 80 francs (plus VAT) for tax statements.
Credit Suisse charges customers residing in Switzerland a minimum fee of 50 francs for tax statements listing 5 investment positions. Each additional position included in the tax statement increases the fee by 10 francs (plus VAT).
PostFinance charges a falt fee of 97.20 francs (90 francs plus 7.20 francs VAT) per statement.
Swissquote charges a fee of 100 francs plus VAT.
TradeDirect (BCV) provides electronic tax statements to customers free of charge. Detailed tax statements can be obtained for 25 francs (1-3 investment positions) plus 5 francs per position plus VAT.
Migros bank provides free statements to its premium service customers and asset management customers. Other customers pay:
- A minimum fee of 25 francs plus VAT
- Rate value declaration: 5 francs per securities issue title plus VAT
- Taxable gains declaration: 6 francs per securities title and account (plus VAT). 8 francs plus VAT for titles for which a flat rate tax calculation or U.S. withholding tax applies.
Cash from Bank Zweiplus: 108 francs per tax statement (free of charge for mutlimanager strategy customers).
Bank Cler: Minimum fee of 50 francs plus VAT per statement, plus a postage fee of 6 francs plus VAT.
Basler Kantonalbank charges a minimum fee of 43.20 francs (included VAT) plus 4 francs per Swiss title and 9 francs per foreign title (plus 8% VAT for customers in Switzerland and Liechtenstein pay 8% VAT.
Zürcher Kantonalbank: The ZKB tax report provides the information necessary to fill out the relevant tax return form. The minimum fee per report is 50 francs plus VAT for a report listing 0-5 positions. A report listing 6-10 positions costs 100 francs plus VAT. A report listing 11-20 positions costs 200 francs plus VAT. A report listing 21 positions or more costs 300 francs plus VAT.
Raiffeisen: The flat fee for the comprehensive tax statement for Swiss residents is 80 francs, regardless of the number of positions listed. Foreign tax residents can obtain a country-specific tax report for 300 francs.
The St. Galler Kantonalbank provides complimentary tax statements to Consult Plus and Consult Top customers. Other customers residing in Switzerland pay 5 francs (VAT included) per listed securities title, with a minimum fee of 30 francs per statement.
Best regards from Moneyguru
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