Download and manage the reporting yourself
You can download a set of reports from the platform. All the below-mentioned reports contain the necessary information for filing your taxes:
- Portfolio Report (costs are visible here)
- Share dividends
- Account statement
- Bond coupon payments
- Carrying cost details
- Audit request
- Interest Statement
- Forex Commissions
- etc.
You can easily download reports here:
Click on My profile > Account activity and reports > Account reports > Download report
Request the Swiss Tax Statement from Saxo
Please note that Saxo does not automatically create and send a tax overview either electronically or by post.
Alternatively, Saxo can produce the Swiss Tax Statement for you for a fee. This is how you can request this service:
- Click on My profile
> Account activity and reports > Account reports > Order Swiss Tax report
- Fill the request
- Click Submit Request
- Receive your tax report within 3 weeks as download
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Note
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Please refer to the below link for further info and charges: Tax and other statements | Saxo Bank (home.saxo)
For Strateo clients, we can only provide the reports post 1st April 2021. For reports before this period, please reach out to strateo@gpfiduclaire.ch