Find security number with the ITAX tool
For all those who want to find a securities number quickly for tax purposes 😉, here is a tip that usually works:
- Visit the website the Federal Tax Administration ITAX, at start a search there
- Enter there the ISIN or even better the Company name on. Unfortunately, the ISIN does not always work.
- Check using the ISINwhether it is the correct selection. Because if you search for the company name, you can get several results. You can easily find the ISIN of your security at www.finanzen.net Check.
- If the ISIN matches, copy the security number on the ITAX page.
- Add the Result of your valor number search in your online tax return.
how can i declare the robo advisor "clever circle" in my tax return (in the canton of berne)?
...these are listed shares in Indonesia. One was found, two were not (search with ISIN and by name). One of the companies not found is even larger than the one found. Many thanks for a hint!
do you have the website for me? Gladly I look at it 🙂
Thank you very much! ISIN: ID1000128804
I can't find a valor for this in a hurry either. The best thing to do is simply enter all the data (ISIN) etc. in the tax form and any other helpful information on a separate supplementary sheet.
I can't find the valor number on the website either. What do you do then?
Not every security has a Swiss security number. In the early years, this also happened to me with some of my ETFs in my custody account, which is still in Germany, because they were not traded on the SIX. Without further ado, I always stated the ISIN in the tax return and self-declared the distributions or reinvestments. In most cases, the tax software for the next year at the latest had a matching securities number to hand.
Thanks for the info! Then I will do the same if necessary...