Where to attach belege for DA-1 in ZHprivateTax?

[jay]

@Your_Full_Name

I think I’ll have the same issue next year (with IBKR), and my initial plan was just to attach the same PDF (containing all positions) with every position in the tax declaration.

That’s what I did and they agreed in the reply to my support ticket. And I got the DA-1 credit without problems.

Interactive Brokers: reports for tax declaration

They finally responded to my support ticket and they agree that attaching the full statement for each position is a good workaround. I hope they’ve forwarded it internally to the development team and it will be fixed for next year. Ich habe es bei einer Test-Steuererklärung versucht nachzuvollziehen und bin zum gleichen Resultat wie Sie gekommen, es muss offenbar tatsächlich für jede Position ein obligatorischer Beleg hochgeladen werden. Ihr Vorschlag, den Sammelbeleg für alle Positionen zu ve…

Maybe they will improve it for next year such that it will be possible to choose between attaching documents to individual positions or to the DA-1 form as a whole. Let’s see.