2025 brings with it the electronic tax certificate

Dear customer,
guided and automatic compilation of the necessary fields, decrease in manual errors and undoubted time
savings. These are the main advantages of the electronic tax certificate (“Tax Certificate - Accounts and
Debts”), which has been prepared at the federal level for online completion of tax returns and will also be
available to clients of Axion SWISS Bank SA from 2025.
The electronic tax certificate is a “pdf” document intended to replace the “traditional” version. It is free
of charge and you will only need to upload it in electronic format to the eTax software of the cantonal
administrations that provide this functionality. For more information on this, we invite you to consult the
relevant pages (for Ticino: https://www4.ti.ch/dfe/dc/dichiarazione/dichiarazione-elettronica)
The certificate will be sent to you on your e-banking portal in case this is your usual correspondence
channel. In case you do not have an e-banking account, the documents will be generated in paper format
(or mail hold) allowing you traditional completion in any case.
The electronic tax certificate will not contain information about any investments. In order to obtain a tax
certificate also in this sense called “Tax Certificate - Investments (Canton Ticino)” you must make a request
to your advisor. If your application for a “Tax Certificate - Investments (Canton Ticino)” is already in use at
the Bank, no action on your part is required. In that case, however, we would like to inform you that the
“accounts and debits” certificates for deposits containing investments will not be produced. In fact, this
information will already be contained within the electronic certificate “Tax Certificate - Investments (Canton
Ticino)” that will be provided to you later.

Your advisor remains as usual at your disposal.