In order for us to complete your 2025 tax return, we need specific information and documents.
To ensure that nothing is missed, we have created a checklist for you.
For informations like commute, religion, alimony etc., the corresponding fields are already available in our tax form, you don’t need to create an additional info sheet for it.
Swiss Tax Return 2025 Checklist
✅ These Documents/Infos are mandatory:
1. Tax document from the tax office with access code
2. Income
- Employed ➡️ Yearly wage statement (Lohnausweis)
- Unemployed ➡️ Unemployment insurance payments received (ALV)
- Pensioner ➡️ Pension certificate
3. Commute
- Place of work (ZIP/street)
- By Car ➡️ How many km?
- Public transport ➡️ Amount and receipt of monthly-/yearly subscription (if available)
4. Bank statements
- Amount in bank accounts as of 31.12.
- Interest received
- ⚠️ Electronic tax statements (eSteuerauszug) recommended if Swiss bank
5. Health Insurance Cost Statement (provided by your health insurance)
🚩 Only needed if applicable
Stocks
- Portfolio assets as of 31.12.
- Total dividends earned must be visible.
- ⚠️ Electronic tax statements recommended (if Swiss online broker).
Crypto
- Portfolio assets as of 31.12.
- Screenshot is sufficient.
Vehicles (only if not leasing)
- Vehicle name, year of purchase, purchase price
Properties
- Swiss property ➡️Appraisal notice (Schatzungsanzeige) from the appraisal office (details such as plot-number, year of construction & appraisal, catastral value, etc.).
- Foreign property ➡️ Purchase contract
- Bills of renovation costs
- If you rent out a property, we need a statement of monthly rental income.
Others
- Pillar 3a / Pillar 3b / life insurances
- Loans / Student loans / Mortgages
- Education and training costs
- Alimony received or paid? ➡️ Yearly amount and bank transactions
- Bills not covered by health insurance e.g. dentist (only if costs are above 5% of your net income – tax deductions. 💡Exception: Basel ➡️ In Basel you can deduct all cost)
- Rental contract (only canton Zug or if working from home office)
- Support contributions e.g. for parents (transactions or receipts)
- Donations
⛔✋What should I NOT send?
- No monthly payslips
- No small medical bills (medication, dentist, etc.) with a total value of less than CHF 1000 (exception: Basel).
- No insurance bills (e.g. car insurance, household insurance, etc.)
- No club fees for children (football, swimming, etc.)
- No invoices from the tax office
- No passport photos or IDs
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