Account statement, tax statement and interest statement

Do you need bank statements for a particular period? Or are you missing specific documents for your tax return? You can download these directly in e-finance or the PostFinance App.

Download documents yourself in e-finance

Below you will find a guide on how to download these in e-finance or in the PostFinance App.

Download bank statements

Are you looking for a bank statement from 2018 onwards? Download your account documents directly in e-finance.

Login e-finance

Download tax documents

Are you completing your tax return and need last year’s account documents? Download your documents directly in e-finance.

Login e-finance

  • Find out here when the tax documents will be available.

    Document
    Document
    Private and savings accounts
    Business and association accounts
    3 January 2025
    Customers without e-finance will receive the tax documents by post by 13 January.
    Document
    Tax certificate and account statement for 3a retirement savings accounts.
    16 January 2025
    Document
    Tax documents for investment products e-asset management and investment consulting plus 
    End of February 2025
    Document
    Tax documents for the products fund self-service and fund consulting basic

    Expected by the end of February 2025

    Customers with e-finance receive a free e-tax statement electronically in e-finance for the first time. 

     

    Customers without e-finance receive a free tax statement by post for the first time. 
    Document
    Tax certificates for mortgages
    15 January 2025
    Customers without e-finance receive their tax certificates by post.

    Useful information

    Currently, PostFinance does not issue any e-tax statements.

    With electronic tax statements (e-tax statements), the content of the tax statement is displayed in a standardized digital format. This makes it possible to upload the e-tax statement in the cantonal tax declaration solution.

    The electronic tax statement contains the same information as the physical tax statement.

  • Would you like to receive your account statements, interest statements and tax documents in digital format?

    Would you like to be notified as soon as your new tax documents are available?
    Watch the video tutorial and activate the “Tax documents” push notification in the PostFinance App. Alternatively, you can also activate it in e-finance in the settings under “Notifications” and select both e-mail and push notifications as the delivery type.

    The video explains how to activate notifications for the receipt of tax documents. Set up the notifications you want in the PostFinance App under “More” -> “Notifications” -> “More notifications”. There you can select the “Tax documents” event. In future, you will now be informed of the receipt of tax documents via push notification or e-mail. If you click on a push notification you receive, you will be taken directly to the corresponding tax document. Push notifications that have already been displayed can be found at any time in the notification center at the top right by the “bell”.

    • Are you an e-finance customer and already logged in? You can find all your available documents in the main menu under “Documents”. Using the search options, you can find the documents you want quickly and efficiently.

      Do your need your tax documents? Below you will find a guide on the quickest way to find these.

      • Interest statements: Select the “Taxes” category to view your interest statements
      • Retirement savings account 3a tax certificate: Also under the “Taxes” category, you will find the tax certificate for your retirement savings account 3a, provided you’ve paid into it in the year in question
      • Fund custody account statement: Select the “Investments” category to view your fund custody account statement

    • Would you like to download or print your account documents in the PostFinance App? Log in to the app and click on the “More” button in the bottom right. Under Services, you will find your “Documents”. To print or sent the document from your smartphone, open the document, and then select the icon displayed in the top right.

      Do your need your tax documents? Then filter your search using the “magnifying glass” in the top right by selecting “Taxes” and confirming by clicking on “Search”.

  • Order e-trading e-tax statement

    The detailed e-tax statement allows you to make your tax declaration without any media disruption. You can order the e-tax statement directly in e-finance. Orders cost CHF 97.30.

    Login e-finance

    Find out more about tax on shares in our blog article “Paying tax on shares in Switzerland”.

  • Reorder bank statements

    Order your bank statement for a time period of your choice up to 10 years in the past. Orders in e-finance are free of charge. Delivery by post is subject to a fee.
    Login e-finance

    Reorder interest statements

    You can reorder interest statements for up to ten years. Electronic orders in e-finance are free of charge. Reorders on paper are subject to a charge.
    Login e-finance

Customers without e-finance

Contact us to order the desired document over the phone.