How to download your Maclear tax statement: what data is included

08/03/2026

4 min

Maclear provides a tax statement in PDF format that you can generate directly from your account for any period you choose. It covers all key income and expense types — interest, referral rewards, cashback, bonuses, and secondary market results — and is available at any time from Statements → Tax in your dashboard.

To download your tax statement, go to Statements → Tax. Select the start and end date of the reporting period — or use one of the quick filters (Today, Yesterday, Current week, Current month, Last month, All time) — and click the download icon. The PDF file will be generated and saved automatically.Screenshot: How to download your Maclear tax statement: what data is included

What information is included in the Maclear tax statement?

The tax statement includes the following fields for the selected period:

  • Interest — total interest paid on your investments.

  • Cashback — total cashback bonuses received as an invited user who registered via a referral link.

  • Referrer reward — total referral rewards earned from investments made by users you referred within their first 90 days after registration.

  • Bonus investments — total bonus funds applied to investments.

  • Secondary market profit — income earned from Secondary Market sales.

  • Secondary market loss — losses from Secondary Market sales.

  • Secondary market sale fee — total fees paid on Secondary Market sales.

  • Actual investments (not repaid yet) — the total amount of investments that remain active as of the end of the period.

  • Total investment for period — all investments made during the selected period.

  • Total balance — your account balance as of the last day of the selected period.

Can I generate a tax statement for any time period?

Yes. You can select any custom date range using the Start date and End date fields, or use the quick filters: Today, Yesterday, Current week, Current month, Last month, or All time.

How long does it take to generate and download the tax statement?

The statement is generated instantly — as soon as you click the download icon, the PDF file is saved to your device. No waiting time required.

How often can I download the tax statement?

There are no limits. You can generate and download the statement as many times as needed, for any period.

Can I request additional documents for my accountant?

Yes. If you need additional documentation beyond the standard tax statement — such as invoices — contact support@maclear.ch and the team will prepare them upon request.

Regulatory disclosure: Maclear AG, registered in Switzerland, member of PolyReg SRO, a self-regulatory organization supervised by FINMA.


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