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 is 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.

We offer white-labeled 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. Since yearly recertification and improvements are required, producing the statement in-house comes with significant effort. We have developed and optimized our technology solution - Data Refinery Box (DRB) - to ensure optimal quality by employing data validation at every step of the process while ensuring full traceability of all data used in the statements. We can produce reports for all cantons and in German, French, Italian and English. No customer identifying information (CID) is required for report production.

The offer is aimed at financial institutions, brokers, robo advisors and family offices who want to offer the swiss e-tax statements to their clients.

We cover the entire process from onboarding (including integration with your IT), getting certified with the SSK to analysis of special business cases (e.g. Correction bookings) during production. Our onboarding process is designed to put minimal strain on internal resources.

Please reach out to us to discuss and receive an offer that matches your and your clients need for high quality swiss e-tax statements. You can use the pricing calculator on our website to get a first estimate of expected unit prices.