UBS (Switzerland) → Tally XML
UBS statement PDFs are downloadable via UBS e-banking. Both CHF and multi-currency account statements are supported. In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
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Secure Financial Data Processing
UBS in Switzerland TALLY Context
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV. UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default. The TALLY output uses CHF amounts in numeric format compatible with Bexio and Abacus.
How It Works
Download UBS PDF
Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF.
Upload to MintConvert
Drag and drop your UBS PDF. All pages processed in one pass.
Download .XML
Clean TALLY with CHF amounts ready for Bexio.
Why MintConvert
- UBS parser UBS PDFs may include multiple currencies in a single statement for global accounts. MintConvert extracts the primary account currency (CHF) by default.
- CHF preserved Numeric CHF values no reformatting needed for Switzerland accounting software.
- Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import 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. Process any date range.
- Privacy first UBS PDF processed in-memory only never stored.
- Instant download Under 30 seconds for most statements.
Frequently Asked Questions
How do I convert a UBS (Switzerland) statement to TALLY?
Log in to UBS e-banking → Accounts → Account Statements → Select period → Download PDF. Then upload the PDF to MintConvert and download a clean TALLY file in under 30 seconds.
Is the CHF formatting preserved for Switzerland accounting software?
Yes CHF amounts are output as numeric values compatible with Bexio, Abacus, and other Switzerland accounting tools. Dates are normalised to YYYY-MM-DD.
Can I use this for Steuererklarung filing, Swiss MWST reconciliation, and Bexio or Abacus import?
In Switzerland, bank statements are required for Steuererklarung (cantonal tax returns) and as supporting documents for MWST (VAT) filings with the ESTV.
Does this work for UBS Private Account, Business Account, and UBS Key4 accounts?
Yes all UBS account types in Switzerland use the same PDF format and are fully supported.
What Switzerland fiscal year periods can I convert?
Switzerland fiscal year: January 1 – December 31. MintConvert processes any date range download your statement for the relevant period and convert it.