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
Section 1
Mandatory documents
These are required for every Swiss tax return.
Tax document from the tax office with access code
Income statement
Employed
Yearly wage statement (Lohnausweis)
Unemployed
Unemployment insurance payments received (ALV)
Pensioner
Pension certificate
Commute information
Place of work (ZIP / street) plus one of the following:
By car
How many km?
Public transport
Amount and receipt of monthly / yearly subscription (if available)
Bank statements
Amount in bank accounts as of 31.12. and interest received.
Electronic tax statements (eSteuerauszug) strongly recommended for Swiss banks
Health insurance cost statement
Provided by your health insurance — the annual tax overview, not individual bills.
Section 2
Only needed if applicable
Include only what applies to your situation.
Stocks & portfolio
Portfolio assets as of 31.12. Total dividends earned must be visible.
Electronic tax statements (eSteuerauszug) recommended for Swiss online brokers
Cryptocurrency
Portfolio assets as of 31.12. — a 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 — plot number, year of construction & appraisal, catastral value, etc.
Foreign property
Purchase contract
Renovation costs
Bills of renovation costs
Rental income
If you rent out a property, we need a statement of monthly rental income
Pillar 3a / Pillar 3b / life insurances
Annual certificate from your bank or insurance provider.
Loans / student loans / mortgages
Current loan or mortgage statements.
Education and training costs
Receipts or invoices for work-related education and training.
Alimony received or paid
Yearly amount and bank transactions as proof.
Bills not covered by health insurance (e.g. dentist)
Only if costs are above 5% of your net income.
Exception: Basel — in Basel you can deduct all costs
Rental contract
Only required for canton Zug, or if working from a home office.
Support contributions (e.g. for parents)
Transactions or receipts as proof.
Donations
Receipts from recognised Swiss charities.
Section 3
Do not send these documents
No need to keep these - they cannot be deducted anyway.
No monthly payslips
We only need the annual Lohnausweis — monthly statements are not required.
No small medical bills (medication, dentist, etc.) under CHF 1'000
These cannot be used as deductions below the CHF 1'000 threshold.
Exception: Basel — all medical costs can be deducted
No insurance bills
Car insurance, household insurance, etc. — not tax-deductible.
No club fees for children
Football, swimming, etc. — not tax-deductible in Switzerland.
No invoices from the tax office
We do not need payment demands from the tax office.
No passport photos or IDs
We do not require any form of identification.
Ready? Complete your taxes in just 6 minutes!
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