Had that situation this year. ICTax wrote me that the data in SIX Financial Information for this title was incomplete. I just entered the title manually.
Hey there,
I plan to do it myself this year, is there any tutorial available for Vaud there? I saw the codes to deduct but I wonder if there is anything more explicit to just inspire myself. I normally use a fiduciary, but I would like to get rid of that expense 
I noticed that for DA1 relevant securities , you can refresh by clicking the search again.
But for other securities , there is no such button. So it seems the only option would be to refill
For me the one missing is SSAC. I think ishares don’t publish data until April or so.
The software is the tutorial. I suggest you to save the result as pdf and compare it with your previous year. This will surely help finding mistakes.
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Thank you!
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I did write them and they promptly replied. It’s 3 days and I still can’t find it in ZH’s taxes software (web version).
Don’t they only sync data like once a week or something?
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I used to file my taxes the first or second weekend after receiving the login credentials, mainly motivated by getting the DA-1 tax returns back ASAP in order to pay the taxes due, but also because it’s fun and it feels good to “be done”.
Been burnt a few time on bugs in these early versions of the software like Wertschriftenverzeichnis / DA-1 data not available, missing upload forms, logical stuff (best one so far happened last year: my spouse only worked 40%, and the online tax declaration automatically reduced her full payment into 3a as only 40% deductible from income … [I added a comment and the tax commissioner fixed it when processing the tax filing]).
Now I am probably going to wait and file the taxes later in the year, when you, my esteemed bleeding edge friends, will have uncovered most of the bugs and the tax authority (or their probably 3rd party contractor) will have fixed things.
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Damned I submit them already.
I will wait mid-March next year !
They have a bug in the API to ICTax so they use an offline version of ICTax and not live data that’s the info I got. So no updated data and you should input manually, I‘ve been told. 
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My company is so slow with the yearly salary overview, that I couldn‘t even submit if I wanted to. I still haven‘t got it 
And it‘s a multinational with thousands of employees.
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It definitely looks like they are using a snapshot of ICTax data that is more than 10 days old. I have an ETF whose dividends were added in ICTax on February 5 and ZHprivateTax finds the ETF but not the dividends.
I need to wait for several documents that will only be available in early March anyway (Lohnausweis, Hort, daycare) and it seems safe to assume that the will refresh the data at some point. But I have the impression that in previous years the data was pretty fresh, e.g. asking ICTax to add a missing fund, or adding the “(Q) With foreign dividend tax” flag and then seeing it pop up in ZHprivateTax didn’t take more than a couple of days.
Just sent an email with the first 20 missing ISINs. Let’s see if this works!
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I had 29 in November and they did include it in less than 24 hours. In January I had only two but for one of them they had no dividend data from SIX Financial information and told me they did contact them by e-mail. As I had to leave I did put in the data for that company manually, was FDP (Fresh DelMonte Products). Just checked, are in now with dividends.
I wonder how their system of adding stocks to ICTax actually works. Like why are some in there and others are not? Surely they did not enter each stock/fund manually into some database?!
If it’s some super rare stock from a unusual country, I might get it, but for US stocks trading at US stock exchanges? 
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The commercial use of ISINs is licenced. Maybe they only want to store as many as necessary.
(Not sure if they fall under “commercial” – in the data provider’s view they probably do …)
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I just wish they had an import wizard for transactions.
It takes forever to enter all my trades.
Honestly, this should not be so difficult to do.
I usually take the isin from the the ibkr activity statement. It’s at the very bottom.
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I never noticed this. I will check. Sometimes when I search by name, there are multiple options which are identical except for ISIN.
You can add “Financial Instrument Information” to any report at IBKR. The ISIN is called “Security ID”.
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