In order for us to complete your 2023 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 2023 Checklist
This Documents/Infos are mandatory:
- Tax document from the tax office with access code
- Income
- Employed ⇒ Wage statement main & secondary occupations
- Unemployed ⇒ RAV Payment (Unemployment insurance aka ALV)
- Pensioner ⇒ Pension certificate
- Commute
- Place of work (street/postcode)
- By Car ⇒ How many km (both ways)?
- Public transport ⇒ Receipt of annual subscription costs
- Bank statements (interest statement of 31.12.)
- Health Insurance Cost Statement (provided by your health insurance)
Only needed if applicable
- 3rd pillar / life insurances
- Loans / Mortgages
- Education and training costs
- Alimony received or paid?
- Stocks and securities
- Bills not covered by health insurance e.g. dentist (only if costs are above 5% of your net income – tax deductions. Exception: Basel)
- Rental contract (only canton Zug or if working from home office)
- Support contributions e.g. for parents (transactions or receipts)
- Donations
Vehicles
- Vehicle name, year of purchase, purchase price
Real estate
- Appraisal notice (Schatzungsanzeige) from the appraisal office of your municipality (details such as plotNo, year of construction & appraisal, catastral value, etc.).
- Renovation costs
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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