Manage your tax return easily and paperlessly – quickly, securely, and conveniently. With the SimpleApp, filing your tax return without paper has never been easier. One portal, everything at a glance: Manage your tax documents centrally and benefit from numerous advantages:
- Always up to date: Your processing status is available at any time.
- You can submit supplementary documents quickly and easily via your portal.
- Stay flexible: Update your personal data, such as your address, marital status, religious affiliation, email address, and phone number, yourself at any time via sMessage/notification.
- This will make communication with us even more personal and individual for you.
Registration and login
To use SimpleApp, you first need to register. Here's how to register:
- Open first https://simpletax.ch/app-register
- Follow the registration instructions step by step.
- After successful registration, you can go directly via https://simpletax.ch/app-login get started
- For security reasons, two-factor authentication (2FA) codes must be entered for registration and login.
Tax and financial advantages
The SimpleApp contains countless structured needs assessments for insurance, financial investments and taxes, in order to make the advice as precise as possible.
The SimpleApp (simpletaxThe app (.ch/app) is a user-friendly, web-based platform for quickly and securely preparing your Swiss tax return – no installation required. It guides you step-by-step through all the necessary information and covers not only income and deductions but also important financial topics such as assets (accounts/securities), real estate (imputed rental value, maintenance, mortgage interest), retirement savings (2nd and 3rd pillars), as well as debts and interest payments. Documents such as your salary statement can be easily uploaded or imported; thanks to encrypted transmission, transparent processing status, and direct communication for questions and additional information, you always maintain a clear overview.
Financial advice and other functions
Beyond tax returns, the SimpleApp can also serve as an entry point to a holistic financial advice Your documents and information will be used centrally, and you will receive – depending on your needs – personal support with important financial decisions:
- Financial overview in one place: Centralized storage and structured recording of all tax-related information, documents, and relevant financial data.
- Needs assessments & checklists: Guided consultations on topics such as retirement planning, insurance, budget, assets/investments and home ownership.
- Notes & Reminders: Support in keeping track of deadlines, open issues and potential optimizations early on.
- Personal accompaniment: Direct, secure communication for follow-up questions, next steps and the submission of additional documents.
- Topics according to life situation: e.g. retirement planning (2nd/3rd pillar), mortgage/real estate strategy, tax and financial planning as well as organizing the "paperwork".
Therefore, the SimpleApp as a platform offers advantages in tax and finance. Using both functions allows... Taxes and finances cost-optimized as a finance subscription get booked.
