CS/UBS NRI Account → Tally XML
Non-Resident Indian accounts NRE (Non-Resident External) and NRO (Non-Resident Ordinary) accounts held by Indian nationals living abroad. Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger.
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Secure Financial Data Processing
CS/UBS NRI Account TALLY Notes
Non-Resident Indian accounts NRE (Non-Resident External) and NRO (Non-Resident Ordinary) accounts held by Indian nationals living abroad. Includes foreign currency inward remittances, SWIFT credits, and Indian rupee debits. NRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available.
Switzerland Context NRI Account
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV. Primary use case for nri account holders: FEMA compliance documentation, double taxation relief claims, ITR-2 filing for NRIs, and repatriation documentation. Compatible with Bexio and Abacus.
Example Output
| Date | Description | Debit (CHF) | Credit (CHF) | Balance |
|---|---|---|---|---|
| 2024-03-15 | Credit Suisse (UBS) ATM Withdrawal | 2,000.00 | 48,500.00 | |
| 2024-03-18 | Salary Credit | 75,000.00 | 1,23,500.00 |
How It Works
Download CS/UBS NRI PDF
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF.
Upload to MintConvert
Drag and drop your Credit Suisse (UBS) NRI Account PDF. All pages processed in one pass.
Download .XML
Clean TALLY in under 30 seconds CHF amounts preserved, dates normalised.
Why MintConvert
- NRI account support NRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available.
- CHF preserved All CHF amounts output as numeric values for Bexio import.
- FEMA compliance documentation In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
- Fiscal year aware Switzerland fiscal year: January 1 – December 31.
- Privacy first Credit Suisse (UBS) PDF processed in-memory only never stored.
- Instant download Under 30 seconds for most statements.
Frequently Asked Questions
How do I convert a Credit Suisse (UBS) NRI Account statement to TALLY?
Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload the PDF to MintConvert. NRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available. Download your clean TALLY file in under 30 seconds.
What is the Credit Suisse (UBS) NRI Account TALLY output used for?
FEMA compliance documentation, double taxation relief claims, ITR-2 filing for NRIs, and repatriation documentation. The TALLY output includes Date, Description, Debit (CHF), Credit (CHF), and Balance columns ready for Tally import.
Are CHF amounts preserved in the TALLY output for NRI Accounts?
Yes all CHF amounts from your Credit Suisse (UBS) NRI Account statement are output as numeric values, preserving the exact figures from the original PDF.
Does MintConvert handle the unique format of Credit Suisse (UBS) NRI Account statements?
Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements. NRI account PDFs include foreign currency transaction references alongside INR amounts and may show both the foreign currency amount and the INR equivalent. MintConvert captures both amounts where available.
What is the Switzerland fiscal year for NRI Account reconciliation?
Switzerland fiscal year: January 1 – December 31. In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
Which accounting software is compatible with the Credit Suisse (UBS) NRI Account TALLY output?
The TALLY output is compatible with Bexio, Abacus, Banana Accounting, Run my Accounts. Open Tally → Gateway of Tally → Import Data → Vouchers → Select the XML file. Ensure the bank ledger exists before importing.