Complete your Swiss tax return with the SimpleApp

SimpleApp is your user-friendly online platform for quickly and accurately filing your Swiss tax return. Whether you're filing your first tax return or are already experienced, SimpleApp guides you step-by-step through the process, saving you time and helping you optimize your taxes.

Who is SimpleApp suitable for?

SimpleApp is aimed at people residing in Switzerland who are required to file their annual tax return. The platform is suitable for employees, the self-employed, retirees, and anyone with simple to moderately complex tax situations. If you are looking for a straightforward, secure, and affordable solution to complete your tax return without paperwork or complex cantonal software, SimpleApp is the right choice.

Here's how to start your tax return with the SimpleApp

First visit simpletax.ch/app in your web browser. You don't need to download or install anything. Simply create an account with your email address and a secure password. If you already have an account, log in directly.

important functions

• Step-by-step instructions: The app guides you through the entire tax form and explains each section in easy-to-understand language.
• Automatic calculations: You don't need to worry about calculation errors – the tax advisor at simpletax.ch takes care of all the calculations for you.
• Data import: Easily import your payslip and other official documents to speed up data entry.
• Several cantons: Supports tax returns for all Swiss cantons, including specific deductions and rates.
• Safe and private: Your data will be encrypted and never shared without your consent.
• Help and support: Take advantage of helpful tips throughout the entire process and contact your tax advisor if needed. Your case will be tracked promptly and transparently in our ticketing system by AZ, from the initial contact when submitting your data until you receive confirmation from the tax office. You can ask questions or add documents at any time.

Here's how to submit your tax return with the SimpleApp

1. Enter your personal details: Enter your basic information such as name, address, marital status and canton of residence, or use your existing login.
2. Record income: Record wages, pensions, income from self-employment, investments, and other income.
3. Declare deductions: Include deductible expenses such as work-related costs, insurance premiums, childcare, and donations.
4. Review summary: Check your tax return and the pre-calculated tax using the SimpleApp. Make any corrections before giving us the "approval to submit to the tax office".
5. Filing a tax return: If everything is correct, we will submit your tax return electronically to the tax office. You will receive a confirmation and a copy for your records.

Tips for a smooth process

• Gather your tax documents before starting to make data entry easier.
• Use the import function to save time and avoid typos.
• Benefit from the explanations if you are unsure about any section – they explain the most important terms and deductions.
• Submit your application early to avoid stress and ensure faster processing.

Problem solving and support

If you have trouble logging in, check your internet connection or reset your password. For questions while entering your tax return, the app's help function offers comprehensive support.

If you require personal support, you can reach the advisor via chat in the open ticket. The team will quickly help you with any questions or technical problems.

Next Steps

After submitting your tax return on simpletaxPlease check for confirmation emails at .ch/app. Keep your login details safe so you can access previous returns later. We hope your tax return is easier and more convenient than ever with our platform!

Other tax cases

You can submit your tax return with the SimpleApp every year. Your tax advisor will see any changes immediately, and you can view and check the draft of your completed tax return, including calculations, online.

But what happens with special cases when filing a tax return using the SimpleApp?

These include:

• Change in family situation, separation or divorce
• Changes in life circumstances, e.g., a longer stay abroad
• Real estate, especially its sale, which entails capital gains tax.
• Questions about gifts and inheritances, as well as the interim tax return.
• Exemption from withholding tax, or application for it
• Self-employed individuals who suddenly become subject to VAT and need to keep simple accounts or bookkeeping
• Self-employed individuals with employees for whom social security contributions are payable.
• Payout of pension fund assets (capital withdrawal) at a preferential tax rate

Some of these cases require separate tax returns or additional forms for the tax return. (See main menu entry.) Tax declaration With the SimpleApp, such cases can be quickly clarified and commissioned.

Added benefit: Comprehensive financial advice in the SimpleApp

If you want to do more than just handle your taxes, look for a solution for the personal financial adviceInsurance policies can be precisely optimized according to your needs, your retirement planning situation can be quickly clarified, and long-term wealth accumulation, taking integrated tax planning into account, can be easily added. And best of all: all this is done through financial consulting. With the finance subscription, taxes are already included in the service.Since financial advice is a long-term service, the financial subscription is a subscription that renews annually, but can of course be cancelled at any time.

Either way, filing your tax return with the SimpleApp always costs the same as visiting a branch with your documents. This means that access to the SimpleApp and its documents remains free, even without financial advice.