Name(Required)

First name Last name

Email(Required)

Original forms for the current tax return (including cover sheet)

Copy of the last tax return (with attachments, for new clients only)

Last tax assessment / tax invoices (definitive tax invoice for the previous year, provisional tax invoice for the current year)

Notice of assessment (state and municipal taxes) for the previous year

Notice of assessment (direct federal tax) for the previous year

Original forms of the current tax return (Upload)

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Max. file size: 10 MB.

Income

All salary statements (main and secondary income, including child allowances and management fees)

Certificate of AHV (national insurance) and pension certificate

Certificate of earnings compensation (EO), maternity allowance and unemployment insurance (ALV) certificates

Income documents (Upload)

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Max. file size: 10 MB.

Other documents (Upload)

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Max. file size: 10 MB.

For self-employed individuals

Balance sheet, income statement, and appendix (all signed)

Statements of assets and liabilities, income and expenses, as well as private withdrawals and deposits for taxpayers with simplified accounting

Summary of depreciation or provisions

Form "Liquidation gain on cessation of self-employment" (if applicable)

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Max. file size: 10 MB.

Professional expenses

Travel expenses 202_ (train pass, number of kilometers per commute)

If a private vehicle is used for business purposes, confirmation from the employer and breakdown of costs

Summary and receipts for further education, including professional literature

Home office rental costs

Contributions to professional associations

Year

Please enter a number greater than or equal to 2020.

Professional expenses (Upload)

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Max. file size: 10 MB.

Securities inventory

Bank statements or interest confirmations for all bank accounts as of 31.12.202_

Closing statements for closed accounts in the year 202_

Details of private loan balances and interest as of 31.12.202_

Securities and portfolio statements for the year 202_ or tax records

Certificate of lottery winnings (including stakes for lotto, Toto, etc.)

Year

Please enter a number greater than or equal to 2020.

Securities inventory (Upload)

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Max. file size: 10 MB, Max. files: 10.

Property Inventory

Official value and imputed rental value for self-occupied single-family house or condominium

Rental income excluding heating and other utilities: breakdown per property

Maintenance costs confirmation for each property (including property taxes, GVA, chimney sweep, replacement costs, etc.): breakdown and receipts per property

Copy of the official property valuation or/and copies of any purchase or sale agreements

Property Inventory (Upload)

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Max. file size: 10 MB.

Debts

Debt and mortgage interest certificates as of 31.12.202_

Details of other private debts and interest as of 31.12.202_

Year

Please enter a number greater than or equal to 2020.

Debts (Upload)

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Max. file size: 10 MB.

Insurance / Medical and Accident Costs / Disability Costs

Annual premium and cost overview of health insurance

Premiums for life insurance and private accident insurance

Breakdown of health insurance premiums (if possible, including a copy of the insurance card)

Proof of health insurance premium reduction

Summary and receipts for medical expenses (deductibles from health insurance, dentist bills, optician, etc.)

Summary and receipts for disability costs (if not covered by third parties). Type of disability and degree of disability compensation.

Insurance / Medical and Accident Costs / Disability Costs (Upload)

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Max. file size: 10 MB.

Assets in Switzerland and Abroad

Certificate from the insurance company regarding redeemable life insurance and single deposits: redemption value as of 31.12.202_.

List of private vehicles: breakdown by type, year, purchase price

List of undistributed inheritances: and income from it: Copy of the estate inventory/inheritance share deed

Other assets (cash, gold, boat, coin collection, precious elements, jewelry, etc. – please attach a list)

Year of the certificate redemption

Please enter a number greater than or equal to 2020.

Assets in Switzerland and Abroad (Upload)

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Max. file size: 10 MB.

Additional Information for the Tax Return

Certificate of capital payments from pillar 3a, pension funds, accident, or liability cases

Documents for any capital payments from life insurance

Estate divisions in the year 202_ (estate settlement statement / payout date)

Gifts/inheritance advantages in the year 202_

Year

Please enter a number greater than or equal to 2020.

Additional Information (Upload)

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Max. file size: 10 MB.

Checklist Tax Return Private Individuals