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
- Share dividend report
- Account statement
- Trade report
- Carrying cost details
- Audit request
You can easily download reports here:
Click on Account > Historical Reports > Click on any report > Click on Open > Download it in pdf/excel.
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 Main menu > Account activity and reports > Swiss Tax report
- Fill the request
- Click Submit Request
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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)