Checklist Tax Return Zurich

The tax return checklist in pdf format of Simpletax was updated for the 2022 tax return in the 2023 season.

The checklist for the tax return at the meeting

Additional control forms are used in all branches so that we can accurately record all information needed to complete the tax return.

The checklist refers to the documents that are required for the current tax return, which is usually for the last year.

Additional checklists for the tax return at the annual meeting

During an annual review, additional checklists are provided for Budget, pension, home ownership or other topics are required in order to achieve long-term tax optimization. If you have booked the annual meeting, your tax advisor will contact you to select the checklists according to your needs.

Whether the tax return should be simply filled out or a Why tax advice and tax planning makes sense is explained here.

Checklist Tax Return Zurich: The Guide

The official 44-page Guidelines in the Canton of Zurich and the instructions in most other cantons such as Bern, Aargau, St. Gallen are often very long and not necessary to quickly provide the documents for the appointment.