Tax declaration in Canton Zug with DA-1 form

[dbu]

I had a similar “problem” with BS tax tool.
Described my workaround approach (that went through OK) in the Tax return topic - will try to find my post and link here.

Edit: Here you go

Tax declaration

OK I think I finally “cracked it” (for Basel, BalTax), so I am sharing my approach here - for validation. How I did it was: Find ISIN of the US ETF (e.g. VTI) Use ICTax to find Valor Nr. (e.g. 1 246 192) In BalTax, add new entry and first use Valor Nr. with search function, to get my values automatically calculated based on No of holdings Screenshot Step [3] and cancel that entry - because it classifies it automatically as “B - Ohne VSt.”, which is wrong, we need “DA-1” Add ne…