Documents and checklists for the tax return

tax return checklist

Are you looking for checklists for your tax return? You can find the checklist for your tax return in PDF format in our document library on this page. Use our checklists for your tax return in German, English and Italian to gather all the important documents together. Take a close look at them again before your consultation appointment.

tax season flyer

The most important points of the checklist for the tax return are also listed on our flyer, which we send out every year. If you are not yet one of our customers, you can view and print out the current flyer on this page.

Deductions and receipts in the tax return

Deductions must generally be documented as indicated on the checklists for the tax return. We will inform you on meeting timeif you are not sure. If you need to obtain documents later, you can do so via Contact form or forward it by post. 

Excel templates and articles

If you need a simple list of income and expenses for the self-employed, the easiest way is to use our "Milch-Büechli" Excel examples. We also have a solution for you for private budget planning. We regularly publish further information in our blog.

special taxes

Special taxes that are not incurred regularly require special treatment and special forms. Services and tips are available, for example, on real estate and property gains taxes here.