Tax and other statements

What types of tax summary/tax reports are available?

Saxo Bank (Schweiz) AG clients can receive a tax summary/tax report only for Swiss tax reporting purposes. The summary includes all transactions during the calendar year ending 31 December. Since the fiscal year 2021, E-Tax reports have been offered, which simplify the Swiss tax declaration by allowing the submission of the E-Tax Statement to the Swiss tax authorities without the need for additional data typing.

The Bank does not offer any non-Swiss tax summaries/tax reports. For clients residing in another country and/or having other foreign tax obligations, please consult your tax advisor.

How do I obtain a portfolio statement?

Clients may print their own portfolio statement directly from the Saxo Bank trading platform (Printing Instructions). The summary includes all transactions during the calendar year.

Will the Bank send me a portfolio statement/tax report?

The Bank does not automatically send a portfolio statement/tax report, neither electronically nor by post. Starting from the fiscal year 2025, e-tax reports will be provided free of charge to all clients electronically via the platform inbox.

Tax summary/tax report up to the fiscal year 2020:

In order to issue a tax summary/tax statement, the Bank will charge the client a basic fee of CHF 200 (excl. VAT), which includes up to 5 positions. Every additional position will have an additional fee of CHF 15 (excl. VAT). This service is only for physically domiciled individuals in Switzerland, and is subject to value added tax.

E-Tax Reports as of fiscal year 2021 to 2024:

Upon request via the platform, e-tax reports are produced every two weeks and made available for download directly in the platform inbox. The maximum delivery timeframe is order date + 3 weeks.

To request a tax summary/e-tax report, please submit a request via the platform. The issuing fee will be debited directly from your account and the document will be provided to you via the platform.

E-Tax Reports as of fiscal year 2025 onwards:

What can I do if my address details on the e-tax report are incorrect or if I need the report in another language?

Please keep your address and personal information on the platform up to date, as the e-tax report is generated based on the address data you have provided. If you have changed your residence in the meantime, please update your data immediately on the platform.

The e-tax report will be issued in the language in which you usually receive correspondence from Saxo. If you would like the e-tax report in another language, please contact our customer support by January 4, 2026.

For subsequent changes to the address, language, or other details after January 4, 2026, a fee of CHF 100 (excl. VAT) may apply for creating a new e-tax report. Therefore, we kindly ask you to communicate any changes within the deadline to avoid additional costs.

How do I obtain a trading account summary?

A trading account summary is an overview of all transactions that have taken place for a specific time period. Clients may print their own trading account summary directly from the Saxo Bank trading platform (Printing Instructions).

Will Saxo Bank (Schweiz) AG send me a trading account summary?

The Bank does not automatically send a trading account summary, neither electronically nor by post. If a client does not wish to print his/her own trading account summary from the platform, and requires a statement directly from the Bank we can provide this at a cost.

A trading account summary will be provided for an additional cost of CHF 100.-- per account, debited directly from your trading account and be sent via A-Post. Clients wishing to receive the trading account summary by email must clearly include this instruction in the original email request.

To receive an issued trading account summary, the client must submit a case via the trading platform. The fee will be debited directly from your trading account and the summary sent directly via A-Post.