Tax Report

Updated 1 day ago by Patrik Schaer

As a Selma client, you receive a tax report once a year. You will get notified by email, once it is available in your Selma web app. The tax report shows details about your investments and makes it easier for you to fill in your yearly Swiss tax statement.

Is it free?

Yes. The tax report is included in the Selma fee and does not cause you any additional costs.

How does it look?

Here's an example of how your tax report would look:

When will it be ready?

Once the various ETFs (Funds) that you are invested in will report the annual return data to the authorities (ESTV), Selma can generate your tax report.

This typically happens by the beginning of March which leaves you plenty of room to report your taxes on time.

How can I get it?

You will get an email as soon as it is ready. You can then simply download the report in your Selma web app, under the "Documents" tab on your "Bank accounts" page.

Screenshot of Selma Bank account -view

Can I get a tax report for another country?

If you need a tax report for another country please let us know, so we can check if it is available.

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