Country Spotlight: Switzerland🇨🇭
Tax reporting in a high-trust, high-regulation market
Switzerland is known for precision, discretion and a complex, multilingual regulatory landscape.
When it comes to tax reporting for Swiss clients, the expectations are clear:
✅ Accuracy
✅ Clarity
✅ Seamless compatibility with local systems
But what does that mean in practice for banks and taxtech providers?
Let’s break it down.
🧾 1. eTaxStatement CH: The digital future is already here
Switzerland is ahead of many countries when it comes to digital tax submission.
The eTaxStatement CH, approved by the Swiss Tax Conference (SSK), allows for:
Direct upload of preformatted reports into tax software
Elimination of paper-based submissions
Seamless integration with cantonal tax systems
AlphaTax delivers eTaxStatement-ready files — fully compliant, structured for both clients and local tax authorities.
📌 2. Multilingual, multi-cantonal, highly specific
Switzerland’s decentralized structure means:
- Tax nuances vary by canton
- Language versions must be correct (DE, FR, IT)
- Clients expect polished reports that match their regional context
At AlphaTax, we generate country-specific AND canton-compatible reports — always in the right language and with the right detail level.
🔍 3. Key Swiss Tax Logic – What matters most
Swiss investors are typically:
- Highly detail-oriented
- Supported by sophisticated tax advisors
- Expecting audit-ready documentation
That’s why we include:
- Breakdown of gross/net income per asset
- Transparent withholding tax documentation
- Logic for special instruments (structured products, CoCos, ETFs, etc.)
🔄 4. Cross-border? No problem.
Many Swiss clients hold portfolios abroad — especially in Luxembourg, Germany, or France.
Our solution includes:
- Multi-country reporting from a single data feed
- Proper currency handling (CHF, EUR, USD, etc.)
- Smart treatment of double taxation and treaty rates
AlphaTax has:
✅ eTaxStatement integration
✅ Canton-aware formatting
✅ Trusted expertise in the DACH market
✅ A team on the ground in Switzerland
Let’s simplify Swiss tax — for you, your advisors, and your clients.
