Do I receive a free Swiss tax statement from True Wealth?

Of course. In the customer area (click on «Tax statement» in the user menu at the top right), you can access the detailed Swiss eTax statement for the past tax year free of charge. This includes, among other things, the summary entry for the securities list that must be submitted. Thanks to machine readability, you don’t have to type in any items; instead, you can upload the PDF directly to your tax return. In addition, the collective entry for Form DA-1 is calculated for you, which you can use to claim a credit for any foreign withholding taxes, if applicable.

If you have made contributions to our 3rd pillar, the 3a tax certificate is also available for download in the client area.