Tax tips for Investors
Dividends, interest rates, ETFs, or share gains. Anyone who invests must correctly report this income in the tax return. At the same time, you can save money in Switzerland, for example by recovering withholding tax or deduction of asset management costs.
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Dividends, interest and withholding tax
Anyone who invests in stocks, ETFs or other securities often earns dividends or interest. This income must be reported in the tax return. In Switzerland, a withholding tax of 35% is automatically levied on many of these earnings. If you declare the securities correctly, you will receive this tax back in full.
Securities and assets
Stocks, ETFs and funds are part of your taxable assets and must be listed in your tax return. The official tax value as of December 31 is decisive. These values are published every year by the Federal Tax Administration.
Capital gains
Profits from the sale of shares or ETFs are generally tax-free for private investors in Switzerland. However, your securities and income must be correctly stated in the tax return.
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Frequently asked
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iqtax exists to bring tax returns in Switzerland up to date with the latest technology. Instead of struggling through endless forms or hiring expensive tax advisors, AI takes care of the entire process. Fast, digital, and completely stress-free.
With iqtax, you can complete your tax return in just a few minutes. Thanks to artificial intelligence, there is hardly any need to transfer data manually, which minimizes sources of error on the one hand and maximizes optimization opportunities on the other. You can conveniently submit your completed tax return at the touch of a button. Check out here how iqtax works.
You can upload your documents with iqdocs directly to the platform or photograph them with your smartphone using the iqtax app. All documents are automatically recognized, and transferred to your tax return.
Usually only a few minutes. iqtax automatically reads your documents, so you hardly have to enter anything manually.
Yes. Our tax assistant answers your questions directly in the app. In addition, you can choose our expert tax return service, where an expert will provide you with personal 1:1 support or prepare your entire tax return for you.
All your data is encrypted and stored exclusively on FINMA and ISO/IEC 27001, 27017, and 27018 compliant servers in Switzerland. More about data security here.
Your data is only visible to you. Neither third parties nor partners have access to it. Our employees can only view your data if you request one-to-one support as part of the expert tax return service and give us your consent to do so. For more questions regarding data and data security, please contact us.
Yes, you can delete your data yourself at any time in the app's profile settings. If you have any further questions, please feel free to contact us.
If you are self-employed and run a sole proprietorship, you currently cannot file your tax return via iqtax. In this case, we recommend our Expert Tax Return service. Our tax professionals will handle your return and provide individual guidance.
Zurich is the first integrated canton. Additional cantons be connected gradually throughout 2026. Nationwide coverage across Switzerland is planned within the next 1–2 tax periods.
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