When is the 2025 tax statement available?
If you are not using neon invest: Your 2025 tax statement for your neon accounts (main account & joint account) as well as your 3a portfolios (if you use neon 3a) will be available around mid of January 2026 under «Profile» and «Account statements». We will inform you once the statement is available.
If you are using neon invest: Your tax statement for 2025 for your neon accounts (main account & joint account) as well as your 3a portfolios (if you use neon 3a) will be available around mid of January 2026 under «Profile» and «Account statements». Important: The tax statement for your neon invest portfolio will be available by the end of February 2026 in the eTax format – at no additional cost. It's worth waiting for the eTax statement: When filing your taxes, you can conveniently upload this eTax statement in your online tax declaration and all your Main Account information as well as your investments made in 2025 will be filled in automatically (excluding joint account information).
Please Note: The relevant document for your tax declaration is the tax statement. The amount on the tax statement may differ from the amount on your neon account statement. This is because the tax statement shows all transactions that were finally processed and booked until 31.12.25 while the account statement shows all transactions that were made in 2025 (but are potentially only processed and booked in the first days of 2026).
