Swiss e-tax statement
The Swiss Tax Conference (German abbreviation: SSK) is composed of members of the cantonal as well as the federal tax administration (FTA). Among other things, the association pursues the goal of standardizing Swiss tax practice. In this context, it launched the electronic tax statement project in 2015 for a nationwide introduction of the standardized electronic tax statement. This simplifies the declaration of private assets for all natural persons whose tax domicile is Switzerland. The e-tax statement is based on the e-government standard eCH-0196: The standardized technical exchange format allows all taxpayers to import their e-tax statement into the respective declaration software without media discontinuity - the standard will be supported by all cantons as of tax year 2023.
The SSK has certified datalevel as technical service provider for the production of swiss e-tax statements. View a Data Refinery Box e-tax statement example:
Our Offer
We offer the swiss e-tax statement as fully managed service for you and your customers. To generate the reports, we integrate your financial data with data of the FTA and data of the European Central Bank (ECB). You will receive e-tax statements that are ready for delivery to your clients. We take care of the yearly recertification with SSK and employ extensive quality checks.
Data Integration
Quality Assurance
Whitelabeling
Business Analysis
Recertification
Customer Support
Implementing and producing the Swiss E-Tax Statement in-house requires considerable IT investment and operational effort as well as yearly recertification. At datalevel, we offer the solution at a fraction of the cost and of a higher quality than is possible when implemented in-house. Because we produce the reports in high volumes for multiple partners, we can detect, analyze, and fix error constellations effectively. Our DRB enables standardized quality control, bulk error analysis tools and reconciliation while also ensuring full traceability for any modification on the source data. Our years of experience in testing, production and certification leads to a smooth experience for all stakeholders. Due to our generalized data model, our services are cross-compatible. Once our DRB is set up for one service, we can offer all services that are based on our data model without additional onboarding effort.
Price calculator
Our pricing model is as comprehensible and transparent as our B2B services. Based on various complexity cases, you can get an estimate of the presumed service costs.
The prices shown are indicative and do not constitute a binding offer. Final pricing depends on other factors such as data availability, quality and order frequency. If you have a case with multiple segments with varying complexity or higher production volumes, please reach out for a personalized offer.
The target market for our solutions consists of robo advisors, brokers, banks and family offices. Providers often charge their clients more than CHF 100 for an E-Tax Statement with the price increasing up to CHF 500 depending on the number of positions.
Our pricing is simple and more competitive. We charge the same for all reports - regardless of number of positions or portfolios - and we only charge for the reports delivered. The barrier to entry for using our service is extremely low, as we can offer production, including onboarding, at a lower price than what usually is paid to other third-party providers in a single year for a lower volume. Our experience is that after switching to our service, fewer internal resources are required for quality control and general operation, which further adds to the cost savings.
Video demo
How to import an e-tax statement into the cantonal declaration solution (in German).