We ask you to upload the following documents to our cloud server. The more documents are uploaded, the faster we can process your tax return:

General documents

  • Original forms containing the newest tax information (incl. cover sheet)
  • Last tax assessment / tax invoices (final tax invoice for the previous year, provisional invoicefor the current year
  • Copy of the last tax statement (with attachments: only for new customers)
  • Notice of assessment (state and municipal taxes) for the previous year
  • Notice of assessment (direct federal taxes) for the previous year

 

Main documents

Income:

  • All salary and wage statements (main and sideline occupation, incl. child benefits and management fees)
  • AHV (national insurance) and pension certificate
  • Loss of earnings compensation (EO), maternity allowance and unemployment insurance (ALV) certificates

Other documents:

  • 3a scheme pension insurance certificate (incl. spouse)
  • Professional pension (BVG) insurance certificate [purchasing of pension benefits] (incl.spouse; only if not declared in the salary/wage statement)
  • Payment slips for insurance fund (AHV) contributions, paid by you
  • Proofs of child support and alimony payments incl. the address of the recipient: divided inchild and spousal support payments (received / made)
  • Overview of donations made and supporting receipts
  • Overview of political party contributions and supporting receipts

For self-employers:

  • Balance sheet, income statement and attachments (all signed)
  • Statements of assets and liabilities, revenue and expenditures as well as of private withdrawals and contributions for tax-liable entities with simplified accounting
  • Statements of write-offs or provisions
  • Form for stating liquidation gains upon discontinuation of self-employment (if applicable)

 

Securities directory

  • Bank receipts or interest rate statements for all cash accounts as of 31 Dec. 2019
  • Account closure confirmations for the accounts closed in 2019
  • Details of other personal loans and interest rates as of 31 Dec. 2019
  • Securities and deposit statements of 2019 or tax inventory checklists (are issued at the bank)
  • Proofs of lottery wins (incl. lottery, betting or other entries)

 

Property directory

  • For owner-occupied family houses or story ownerships: official value and imputed rental value
  • Rent expenses without heating and other utility costs: details for each property
  • Property maintenance bills (incl. land taxes, building insurance, chimney sweeping, replacement costs etc.): details and payment slips for each property
  • Copy of the official market value estimate for each property; copies of all purchase or sale contracts

 

Debt directory

  • Debt and mortgage interest statements as of 31 Dec. 2019
  • Details of other personal debts and interest rates as of 31 Dec. 2019 (e.g., outstanding invoices as of 31 Dec. 2019)

 

Insurance directory / Healthcare and emergency expenses / Disability costs

  • Overview of annual health insurance premiums and expenses of 2019
  • Life insurance and private accident insurance premiums
  • Details of health insurance premiums (please provide a copy of 2019 insurance policy if possible)
  • Receipt for health insurance premium reductions of 2019
  • Details and payment slips for healthcare expenses (health service deductibles, dental oroptical bills etc.)
  • Details and payment slips for disability costs (if not undertaken by third parties), type of disability and the amount of helplessness allowance

 

Assets within and without the country

  • Certificates from insurance companies stating endowment and single premium amounts to be redeemed under the insurance policy: redemption value as of 31 Dec. 2019
  • Private vehicle fleet overview: with details on car brand, year of purchase, purchase price
  • Overview of undistributed inheritances and their worth: copy of the inheritance inventory and inheritance distribution statement
  • Asset values (cash, gold ingots, boats, coin collection, precious metals, jewels etc.: please provide a complete list)

 

Other details for the tax declaration

  • Receipts of capital payments under the 3a insurance scheme, pension insurance, accidentand liability insurance
  • Receipts for all capital payments under the life insurance
  • Inheritance shares of 2019 (inheritance share calculations / payment date)
  • Gifts / inheritance benefits of 2019