Requesting registration of ETFs in ICTax

Finance, Taxes, Banking, Insurance and Retirement
1

I am interested in investing in some ASX-listed ETFs from Betashares. However I can’t find the 3 that interest in the ICTax register, even though some others from this issuer are registered.

Does anyone know if it is possible to request them to be registered? If so how? I have found some information on reddit but it isn’t backed up with details.

2

I don´t know if they can/will add them. But I have a couple of funds the tax website does not recognize so I manually add them and add a screenshot for the details.

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3

Well apparently someone has succeeded , so I will try this method first
https://www.reddit.com/r/Switzerland/comments/1iw0fsf/missing_isin_stocks_in_ictax/

4

Yes, you write to: [email protected] and ask them to add the ticker. Note that it takes some time for them to add it and after it is added, it takes some time for your canton’s software to update to the latest ICTax database.

In my case they added it to the database in days but took weeks before the tax software was updated.

I plan to review any new investments and ask for them to be added way ahead of time for the next tax return.

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5

Thanks very much. I figured there would be a delay so I am also getting as much lead time as possible.

Did you write to them in English? And did you get any confirmation email? Writing from my private hotmail, I think I often end up in their spam box.

6

I wrote in English and got gmail AI to translate it into German for me:

Sehr geehrte Damen und Herren,

ich schreibe Ihnen heute, um die Aufnahme folgender Wertpapiere in
Ihre ICTax zu beantragen:

  • XBIL US74933W4603

Ich bitte Sie höflich, diese Wertpapiere mit den entsprechenden ISINs
der ICTax hinzuzufügen.

Vielen Dank im Voraus für Ihre Bemühungen.

Freundlichen Grüsse

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7

Cool, thanks. Did you get any confirmation that your request was received? (eg auto reply). Or did you just discover it a few days later in the system?

8

I received an hand-written (not automated) email confirmation:

Vielen Dank für Ihre Anfrage. Alle angefragten Valoren sind jetzt in der Kursliste publiziert.

But it took longer for it to show up in the system. I did pester the people in my canton responsible for that, but they gave a “it will be updated when it is updated” sort of answer.

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9

Awesome. I wrote them last night and they are in the system this morning :slight_smile: I don’t need to declare them until 2025 return so all good :smiley:

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