Swiss Tax Return Checklist – 2023

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

Submit tax return documents now in just 6 minutes!

No time or desire to fill out the tax return yourself?

Use ajooda, the easiest tax return process in Switzerland to upload the documents and let tax experts fill out your tax return.

Over 2’000 customers trust our expertise every year and rate us with 5 stars on Google. Uploading takes no longer than 6 minutes.

What our customers say about us:

A. Rodrigues
A. Rodrigues
Read More
Directly submitted to the tax office without having to do anything!

"I gave my taxes over to ajooda and within days they were able to finish them. My tax declaration was directly submitted to the tax office and i got a copy of the entire work they did over e-mail. This seriously is a 5 star service. I can sincerely recommend this to everyone"
Sandra Gebistorf
Sandra Gebistorf
Read More
Keep it up - Ajooda has won a new customer!


"After i had submitted all of my documents digitally i received a phone call, that everything worked out. About 10 days later i received an e-mail including feedbacks. I'm absolutely thrilled about ajooda. Keep it up - you have earned yourself a new customer :-)"
Caterina M.
Caterina M.
Read More
Satisfied for years!



"Satisfied for years! Friendly service and my demands were always fulfilled sucessfully"
S. Schrader
S. Schrader
Read More
Fast & Uncomplicated



"Very professional and competent consulting. Im very happy with the fast and uncomplicated service."
A. Garten
A. Garten
Read More
They took the entire workload off our shoulders!


"Always available and they'll call you back on short notice if you cant reach them! After i had gotten my tax declaration there was nothing else i had to do. They took the entire workload of our shoulders. Thank you for the amazing service!"
S. Moas
S. Moas
Read More
Friendly & Professional



"I found Ajooda on google and i can only recommend them, they have given me an incredibly friendly & professional service."
Previous
Next