Field help: (2020) Type of statement

Here you can select the type of statement.

Depending on the statement, different lines of the form KAP will be relevant to you when entering your data.

Statements to choose from:

• Tax statement for private accounts/deposits
• Tax statement for a life insurance
• Interest from the tax office on tax refunds
• Another tax statement

From 2017 onwards, you will no longer have to submit a tax statement for domestic capital gains with your tax return. However, as of 2017, the so-called document retention requirement will apply, which means you must be able to submit the tax statement at the request of the tax office.

Only if you want to claim losses or if you want to deduct taxes on certain income, the tax statement must always be submitted together with the tax return.