DividendsJun 19, 2026
Investor records
Swiss investor tax guide
A source-first hub for Swiss investor tax records, ICTax, withholding tax, ETF documentation, dividend evidence and currency reporting.
Explore guides
Use this page to connect portfolio decisions with the records needed at tax time: securities values, dividends, withholding tax, foreign exchange and broker statements.
Latest guides
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Key questions
Which documents should a Swiss investor keep every year?
How do ICTax values connect with broker statements?
Which ETF and dividend details create tax-record friction?