Tax return Zurich 2023 – very easy

tax return Zurich

A practical guide for the tax return in the Canton of Zurich

Tax return Zurich – what should you bear in mind?

Sending tax returns in the canton of Zurich

The Tax Office of the Canton of Zurich sends the tax forms to all taxpayers in the canton in mid-January on behalf of the municipal tax offices. In January 2024, only C5 envelopes were sent with a letter containing the code for the online tax return. As a taxpayer, you can proceed as follows:

  1. Use the code and fill out your tax return with ZHprivateTax. With the improved stability of ZHprivateTax, this is not a problem in most cases, but it is time-consuming and you are not sure whether all the deductions are correct. The built-in instructions are helpful, but they often refer to legal texts and are not always understandable for laypeople.
  2. Forward the code confidentially to a professional service provider and thus hand over the work and tax optimization. Simpletax This can be done with a secure upload form This gives you all the advantages of a paperless office. However, there are usually still a few paper receipts, which can easily be submitted electronically, also via upload, or sent via email. After the tax return has been completed, it can be checked electronically. If everything is OK, it is also submitted electronically and the taxpayer receives a binding confirmation.
  3. Many taxpayers want to delegate the problem completely and bring their documents on paper to a tax service provider in a branch. Simpletax 10 branches are available for this purpose. As a client and regular customer, you can focus on current changes in tax advice and quickly receive the complete tax return by post or PDF file for signature. Even as a new customer, the data entry is quickly completed on site by experienced branch employees. If documents need to be submitted later, this can be done at any time using a form or by post.
  4. If you want to do without any help from software or services, you can always fill out the blank forms at Canton (online), print it out and fill it in. Except in a few exceptional cases, this is not recommended. Even simple calculation errors can be made quickly.

The Simpletax tax practices in the canton of Zurich

Delegating the tax return saves taxes and time. For tax advice, we recommend a visit to the Simpletax tax practices Dübendorf, Regensdorf, Bülach or Wetzikon. Additional branches are available for appointments in Schlieren, Zurich-Oerlikon and Winterthur. 

Software for completing the tax return Zurich

In general, it is not advisable to fill out your tax return by hand, as software will perform the calculations and some checks automatically.

There are several software programs for completing the Zurich tax return. Firstly, the canton offers the ZHprivateTax software free of charge to make the process more efficient and error-free for taxpayers and the tax office.

The traditional guide with all the new features, the leaflet for the self-employed and other tips are also available on this page In 2024, the following points are noteworthy for the Zurich tax return 2023:

  1. Marriage, divorce, separation or death of married couples in 2022 will result in 2 separate assessments and tax returns
  2. Review of the withholding tax situation and conditions for any subsequent regular assessment (NOV). This means that a tax return must also be completed retrospectively. This applies to income over CHF 120, but other income or the residence status can also influence the decision.

Deadlines and extensions for tax returns

The best way to collect documents and receipts is when they are sent by banks, health insurance companies and other companies. Depending on the procedure, paper can be collected in a central location or a secure file storage can be maintained with all scanned documents.

In the canton of Zurich, the submission deadline is usually March 31st. It happens that the tax office also extends deadlines on an individual basis, but you should check this carefully and, if necessary, apply for an electronic extension.

clients at Simpletax in the canton of Zurich have this service automatically, so appointments for the tax return can be booked easily until summer or even autumn 2023. Contact us if you have any questions or

assistance and services

Checklists for the tax return and articles are available in our collection and in the Simpletax tax return blog.

real estate capital gains taxes in the canton of Zurich

The tax return for property gains tax is a big hurdle for inexperienced people and the official assessment often results in large amounts being added. With the right tax return, you can often save 10 francs or more. More information on Tax issues when selling real estate in the canton of Zurich and we have summarized the comparison with other cantons in a separate article.

tax consulting and financial services

The advantages of a simple but professional tax service are obvious: However, it is important to ensure that the service provider has the necessary experience in the relevant canton, uses professional and secure processes and software and is familiar with the subject of taxes.

Taxpayers can delegate the task at affordable prices and receive an optimized tax return, ie the full deductions and a correct, timely submission. In addition: filling out tax returns can often be nerve-racking and take up valuable time. With Simpletax the service has never been so easy, start with a binding appointment booking and choose the best way for you to collect the documents and send them to us.