Filing Your Tax Return Yourself in Switzerland: A Guide

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Filing your tax return is an annual obligation in Switzerland that many people prefer to postpone. However, with the right information and tools, this process can be made simpler and more efficient. In this post, you’ll learn how to file your tax return in Switzerland on your own, especially if you have a straightforward financial situation.

Collecting Necessary Documents

Before you begin, make sure to have all necessary documents at hand. These include:

  • Salary statement from your employer
  • Receipts for meal expenses, unless reimbursed by your employer
  • Bank statements from personal and savings accounts
  • Receipts for interest income
  • Proof of contributions to the third pillar (3. Säule)
  • Receipts for medical expenses and health insurance premiums

Steps to Filling Out the Tax Return

1. Employment Income

Enter your gross income as reported on the salary statement in the appropriate section of the tax return.

2. Commuting Expenses

If your employer covers commuting costs, this usually has no tax implications. However, rules may vary by canton.

3. Meal Expenses

Meal allowances can be deducted if you regularly work outside your place of residence and are not reimbursed by your employer. Deduction allowances are often set as a lump sum.

4. Accounts and Interest

Income from interest on your personal and savings accounts must be declared. Enter these in the section for income from movable property.

5. Third Pillar

Contributions to the third pillar can be claimed for tax purposes and are deductible up to a certain limit.

6. Medical Costs and Health Insurance Premiums

Contributions to health insurance and extraordinary medical expenses that exceed a certain deductible can also be deducted.

Review and Submission

After you have entered all your information, carefully review your entries. Use the preview feature of your tax software to ensure that all information is correct before submitting the tax return.

Support When Needed

If the process seems too complex or you want to minimize the effort, professional help is available. Companies like ajooda AG offer assistance to ensure that your tax return is filed correctly and on time.

With this guide, the process of “filing your tax return yourself in Switzerland” should be manageable. Don’t forget to inform yourself about cantonal specifics to take advantage of all possible tax benefits.

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