How do I get my Tax Report?

Updated
23 February 2023 10:39

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

Note

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
The cost of the report varies based on the delivery option and the mode in which you want to receive the report.

Please refer to the below link for further info and charges: Tax and other statements | Saxo Bank (home.saxo)

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