How to Generate and Use Your Tax Report
Investors can generate a Tax Report to declare assets held in connected Ethereum addresses through the Aktionariat Portfolio App, available in Excel and PDF formats.
How to Request Your Tax Report
Section titled “How to Request Your Tax Report”- Open the Aktionariat Portfolio App
- Navigate to the Profile tab
- Scroll to the Reports section and select Tax Report
- Select the desired tax year
- Choose your preferred format (PDF or Excel) and tap the button
- The report will be delivered to your primary email address (may take up to one hour)
What’s Included in the Tax Report
Section titled “What’s Included in the Tax Report”Summary Section
Section titled “Summary Section”- Ethereum addresses and assigned labels
- Asset categories: tokenized shares, non-tokenized shares, other tokens
- Total tax value based on issuer data or Swiss Federal Tax Administration rates
- Income types: A-Income (with withholding tax) and B-Income (without withholding tax)
Assets Section
Section titled “Assets Section”A detailed holdings breakdown including:
- Ticker and name
- Holdings on January 1 and December 31
- Nominal value per unit
- Total tax value
Tax Value Date
Section titled “Tax Value Date”Indicates the reporting date. A dash means no tax value was provided by the issuer.