Would you use a cheap tool to generate Swiss eTax statements from bank exports?

1

Hi all

I’m building a small tool for myself and I’m thinking about if this could be useful for others aswell.

With the tool you upload your bank/broker CSV/PDF export and get an eTax file for your tax software.

Banks and brokers often charge quite a bit for official eTax statements or don’t support it all, so this would be a much cheaper alternative.

Would you actually use something like this?

Main concern I have is trust, would you feel ok uploading a file with your financial data if it’s processed and not stored? The server location would of course be in Switzerland and the privacy policy would describe exactly how the data is processed.

Also: if your bank isn’t supported, would you share a (anonymized) export to help build support? In return you’d get free usage forever.

Curious if this is actually useful or not.

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I understand the appeal for a broker (different positions, buy/sell, dividends, etc.), but is it useful for a bank?

It’s literally two numbers to enter, shouldn’t it be faster to input them directly instead of round tripping through a 3rd party website? (I assume most people have one or few accounts at a given bank).

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There are already opensource version of software which does this e.g. opensteuerauszug and web interface: https://etax.swissforum.co.uk/

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4

Yes I agree. if you only have a standard bank account, an eTax statement doesn’t really add much value. But for banks like UBS or ZKB where you also invest, it would make sense.

5

Interesting, I didn’t know about this project. My idea is similar, but the goal would be to support as many brokers and banks as possible.

Open-source is actually a good idea. I might considering to open-source it, this would add trust, if you upload your statements.

6

Why not just contribute to the existing project?

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opensteuerauszug actually supports many brokers. there’s also a commercial offering from datalevel who charge 50 Fr for the service.