This year, we are enhancing our tax statement by adding the long-awaited eTax barcode. The document will be ready between the end of February and March.
What is an e-tax statement?
An e-tax statement (eSteuerauszug) is a digital tax document that contains your investments, asset values and income. It is provided in a standardised format and can be imported directly into Swiss cantonal tax software such as eTax.
Is it free?
Yes. The tax report is included in the Selma fee and comes at no additional cost.
When is it available?
In 2026:
This year, we are improving the tax statement by adding the long-awaited e-tax barcode.
We are currently completing the final checks. As a result, the tax statement will be available slightly later than usual, between February and March.
From future years onwards, the e-tax statement will again be available in January.
From 2027 onwards:
Selma will provide two tax reports per year: one in mid-January and one in March.
Each statement will reflect the figures available at the time. You can always use the most recent document to complete your tax declaration.
Why are there two reports?
The ETFs (funds) you are invested in through Selma must report their annual income to the Swiss tax authorities (ESTV). Some ETFs report their data early in the year, while others only report later. If an ETF's figures are not yet available, they will also be missing from our statement, and the tax authorities may update or adjust your tax assessment later once the missing figures are published.
Most ETFs publish their final figures by March. That's why we provide a second, updated tax report afterwards, so your statement is as complete as possible.
How can I get my e-tax statement?
You will receive an email as soon as the document is ready. You can then simply download it:
💻 Web app: go to Bank accounts → Documents
📱 Mobile app: go to Accounts → Tax statements
How to use the e-tax statement in my tax declaration?
1. Upload the document to your tax software
The process is similar across most Swiss cantons, even though the tax software may have different names (for example eTax, EasyTax or TaxMe).
In your tax declaration, go to the section “Wertschriften- und Guthabenverzeichnis” and declare your Selma account there.
You will need to select an account or statement category. The wording differs slightly by canton, but make sure to choose an option such as e-tax/eSteuerauszug or similar.
Once uploaded, the software will automatically read the file and transfer the data into the securities and assets section of your tax return.
If the import doesn't work, the issue is likely due to one of the following:
The wrong file was selected
The file was modified or scanned
The e-tax statement could not be recognised correctly.
Always upload the original file.
If it still doesn't work, your cantonal tax office can usually help.
And if you experience issues with the Selma e-tax statement, you can always contact us via chat or email.
2. Review the imported data
Even though most data is imported automatically, you should always review it carefully. If something is missing, you can add it manually or upload additional documents.
The e-tax statement makes the process easier, but it does not replace your own review.
Important: Selma provides the data in a structured format, but you remain responsible for the correctness of your tax return.
3. Don't forget to deduct the cost for your wealth management
No matter who manages your wealth (a bank, Selma, etc.), these costs can usually be deducted from your taxes.
In some cantons, a flat deduction of around 0,2–0,3 promille applies. In others, the costs must be calculated individually.
Selma, as your wealth manager (or investment assistant), also falls into this category. Read more about it here.
This article refers to the Selma investment account.
The pillar 3a tax confirmation will be available for download at the beginning of February in your Selma account under Bank accounts → Documents.