Documents and checklists for the tax return

Taxes and tax planning, checklists

Here you will find checklists for filing your tax return in Switzerland in German, English and Italian.

Pensions, real estate, capital gains tax

Here you will find checklists for retirement planning, buying and selling real estate, and capital gains tax.

information and assistance

Here you will find our flyer and terms and conditions, as well as templates for the Milchbüechli invoice.

Checklist for the online process

A Guided tax return checklist with document upload for PC or smartphone It guides you safely through the entire Swiss tax return process without forgetting anything.

Checklist for interim tax returns due to immigration or emigration from/to another country or death

We absolutely need the original tax forms from the canton. Without these forms, you/we cannot complete an interim tax return. Please contact your local tax office.

Use the checklist "Swiss tax return" with the following addition:

• For immigrants from abroadThe documents listed in the checklist are required from the date of immigration until the end of the year.
• For departuresThe documents listed in the checklist are only required from January 1st up to and including the emigration date.
• deathThe same documents are required, but covering the period from January 1st up to and including the date of death, as well as a representative of the heirs (name, address, email, telephone).

Checklist for Swiss tax returns in detail

We have summarized the points again in more detail.

proof of income

• wage statements for main, secondary and part-time employment
• For self-employed persons: profit and loss account and balance sheet or a statement of income and expenditure
• Receipts for daily allowance or replacement income (ALV, FK, EO, maternity allowance)
• Pension certificates (AHV, IV, BVG/PK, SUVA, foreign pensions)
• List of alimony received (children up to the age of majority)
• Lottery winnings (tax exemption limit depending on the canton)

On the subject of assets: List of securities and other assets

• Bank and postal account statements as of December 31, including interest certificates
• Balancing confirmation of closed accounts
• Depository list with all dividend statements or a tax list
• Other assets (cash, precious metals, collections, etc.)
• Motor vehicles, campers, boats (purchase price, year of manufacture)
• Shares in undistributed inheritances, including income
• income and assets abroad (including real estate)

For homeowners with properties

• Tax and imputed rental value, possible revaluation or estimate in the tax year
• Invoices or receipts for maintenance, insurance and administration costs
• For condominiums and multi-family houses: maintenance and operating cost statements (administrative statements)
• statement of rental income (rental index) 

Dept

• Certificates of debt as of December 31st and interest certificates (mortgages, loans)
• Balance and interest on personal loans or credit cards

Insurance

• surrender certificates of life and pension insurance
• Receipts for current life insurance policies

tax deductions

• Receipts for contributions to Pillar 3a
• Certificate of purchases in the 2nd pillar (pension fund)
• Alimony to the separated or divorced spouse and to minor children
• AHV contributions for non-working persons
• training and continuing education costs
• Child care costs
• Information on self-borne medical costs such as health insurance deductibles, dental costs, etc.
• Donations to political parties and non-profit organizations
• Payments to persons in need of support
• Professional expenses: travel costs to work (train passes, bicycle, car mileage, etc.)
• Statements and receipts of actual professional expenses including meals

Gifts, inheritances and capital withdrawals

• Gifts/inheritances or inheritance advances received or made
• Capital paid out from a pension fund