Do I receive a free Swiss tax statement from True Wealth?
Of course. In the client area (click on «Tax Statement» in the top right-hand corner of the user menu), the detailed Swiss «eTax Statement» for the past tax year is available to you free of charge. It includes, among other things, the collective entry for the securities register to be submitted. Thanks to the machine readability, you do not have to type out any items – it is enough to upload the PDF to your tax software. In addition, the collective entry for the DA-1 form will be calculated for you. You need this form to have any foreign withholding taxes credited. If you have paid into our third pillar, the tax certificate 3a is also available for download in the client area.