I don’t even know if it might be considered fraud, but it’s definitely playing with fire
I do not really agree here. We are not trying to provide fake information, trick them or such. The only thing we are doing is improving the data quality of the imported data (automated is less error prone than manually typing), and simplify our and their life.
Did anybody try the behavior on private tax for DA-1. Does it still have an option / warning to add supporting evidence for the withholding if you provide a steuerauszug?
ZH: There is no option to attach an additional document to the e-taxstatement import as the is when you manually enter a position. If you really want to attach a “official” document, you can attach an activity report at the end before handing in the tax return (there is a dedicated section for attachments to the securities declaration).
But I will not attach it. As always, tax authorities can ask for an additional proof (they also did that in the past in my case for other deductions). Since all things we are handing in here are legit, it is not an issue for us to send the the officially expected activity report on request.
If this approach of non-officially generated e-taxstatement would not be accepted, it would basically void datalevel’ IBKR e-taxstatement, which the sell, as well. I would assume that they did some validation of their business model before building it.