UBS Tax Reporting
Tax-relevant asset details

All tax reports provide a clear overview of the specific aspects of your assets relevant to tax, i.e. the income generated and profit/loss from sales.

The reports and statements provide information but also make it easier for you to complete your tax return.

Various tax reports are available depending on your tax domicile.

Local tax requirements have also been included in the tax reports for some countries.

The following overview shows all the tax reports available for various tax domiciles:

Country

Income statement/tax statement (CH)

Capital gain and loss statement

Fixed day valuation

Switzerland

X

 

X¹

Germany

X

X

X¹

South Africa

X

 

X¹

All other countries

X¹

 

X¹

¹ country-specific legislation not taken into account


Tax statement

The Swiss tax statement is designed for clients with their tax domicile in Switzerland, and meets the legal requirements of federal tax law as well as specific cantonal requirements where these differ. The tax statement is legally recognized for inclusion with tax returns in Switzerland.

Income statement

The income statement is designed for clients with a tax domicile outside of Switzerland. It shows the tax-relevant income (interest, dividends) generated in a specific tax year. The statement also indicates tax deducted at source.
The applicable tax legislation for Germany, the USA and South Africa is covered by the income statement. In addition to the total amount indicated for all income, the statement also shows the tax-relevant portion of income specific to these countries.

Capital gain and loss statement

Capital gains and losses are indicated for clients with their tax domicile in Germany, the USA and South Africa. The statement covers the capital gains and/or losses due to sales in a particular tax period taking into account the country-specific tax laws.

Fixed day valuation

A fixed day valuation is provided for clients who need an asset statement for a specific period in the past, due to inheritance arrangements, gifts, etc.
A fixed day valuation presents an overview of all tax-relevant assets (including credits and liabilities) for accounts and custody accounts.