Step by step

How to declare crypto in Switzerland.

A simple workflow for turning exchange exports into supporting documentation for a Swiss cantonal tax return.

Updated 12 Apr 2026Educational only - not tax advice

Most crypto tax problems start with fragmented data. One exchange has buys, another has sells, a wallet has transfers, and staking income may be buried in a separate earn or reward export. A good declaration workflow starts by collecting everything before calculating anything.

1. Export your full transaction history

Download CSV or Excel exports from every exchange, broker, wallet app, and platform you used. Include trades, deposits, withdrawals, rewards, staking, interest, fees, and conversions. If you only upload the year you are declaring but acquired assets earlier, disposals may not have enough cost basis history.

2. Classify each transaction

Transactions should be grouped into practical tax categories: buys, sells, transfers, staking/rewards, fees, and unsupported or ambiguous rows. Transfers between your own accounts should not create artificial gains, but they still matter for tracing acquisition history.

3. Convert values to CHF

Swiss reporting needs CHF values. Some Swiss platforms export CHF values directly. Other exports may require currency conversion or market references for the transaction date or year-end valuation. The report should document how values were derived so the numbers can be reviewed.

4. Prepare the annex

A useful crypto tax annex should include year-end holdings and values, staking or reward income, realised FIFO results, transaction counts, notes about missing history, and a transaction ledger. This lets you attach structured supporting documentation instead of a raw spreadsheet.

5. Review before submitting

Always check that all exchanges and wallets are included. If the report flags unmatched disposals or missing acquisition history, resolve those issues before relying on the realised gain/loss section. For professional trading, DeFi, legal entities, or large balances, get a Swiss tax advisor involved.

CryptoDeclare is built around this workflow: upload files, calculate a Swiss-focused annex, review warnings, then export the report for your cantonal return.

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Turn your CSV exports into an annex

Upload supported exchange exports and get a structured report with wealth values, staking income, FIFO results, and completeness checks.

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