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Documents and checklists for the tax return

You have to fill out your tax return every year, but do you have all the necessary documents?

Here you will find all checklists relating to taxes.
Particularly useful: With our checklists for the tax return you know exactly

 which documents and receipts we need to complete your tax return.

Checklist Tax Return Switzerland

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.

During your tax consultation, we will ask for all the details on the points on the PDF checklist or flyer. We will also be happy to answer any questions you may have during the consultation.

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 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. 


checklists for the tax return

Tax return form Zurich (Source: Zurich Tax Office)

Taxes and tax planning, checklists

 Checklist for Swiss tax returns in German
Checklist Tax Return Switzerland in English
Tax Return Checklist Switzerland and Italian
Checklist for moving to Switzerland
Checklist Leaving Switzerland
Checklist Individual Deceased
Checklist Spouse Deceased

pension, real estate, property capital gains tax

 Price list SimpleFinance
Real estate sales, brokers, property capital gains tax savings potential and calculation examples
property capital gains tax checklist
mortgage checklist
Budget Calculator (xlsx)

information and assistance

 flyerSimpletax-2024-2025
Milk book invoice (income / expenses) Example: Farm shop
Milk book invoice (income / expenses) Example: Consulting self-employed
Terms and Conditions (GTC)

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

donation, inheritance and capital withdrawals

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