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  • Taxable Persons
  • Children
  • Further Details
  • Deductions
  • Investments / Equities & Assets
  • Upload Documents
  • Taxable Persons
  • Children
  • Further Details
  • Deductions
  • Investments / Equities & Assets
  • Upload Documents

Taxable Persons

Personal Data:

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{{errors.first('Date of birth')}}
{{errors.first('Email')}}
{{errors.first('Telephone')}}
{{errors.first('Street')}}
{{errors.first('City')}}
{{errors.first('Postcode')}}
{{errors.first('Civil status')}}

Professional Details:

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Have contributions been made to the 2nd pillar (pension fund) in 2023?*

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Additional Information

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{{errors.first('Municipality')}}
{{errors.first('Employer')}}
{{errors.first('Last_tax')}}

Download complete document list.

Children

In household:

{{children.name}} {{i+1}}

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{{errors.first('childen_lastname'+i)}}
{{errors.first('childen_school'+i)}}
{{errors.first('childen_dob'+i)}}
{{errors.first('children_graduation'+i)}}

Further Details:

Supported persons

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Supported persons {{i+1}}
{{errors.first('firstname-support'+i)}}
{{errors.first('lastname-support'+i)}}
{{errors.first('dob-support'+i)}}
{{errors.first('amount-support'+i)}}
{{errors.first('address-support'+i)}}
{{stepThreePDF['supported_person_document']}}

Donations/inheritances received

{{errors.first('Donations/inheritances received')}}
Donations/inheritances received {{i+1}}
{{errors.first('firstname-donation'+i)}}
{{errors.first('lastname-donation'+i)}}
{{errors.first('donationType-donation'+i)}}
{{errors.first('dob-donation'+i)}}
{{errors.first('address-donation'+i)}}
{{errors.first('DegreeofRelationship-donation'+i)}}
{{errors.first('amount-donation'+i)}}

Gifts/inheritances received

{{errors.first('Gifts/inheritances received')}}
Gifts/inheritances received {{i+1}}
{{errors.first('firstname-gift'+i)}}
{{errors.first('lastname-gift'+i)}}
{{errors.first('donationType-gift'+i)}}
{{errors.first('dob-gift'+i)}}
{{errors.first('address-gift'+i)}}
{{errors.first('DegreeofRelationship-gift'+i)}}
{{errors.first('amount-gift'+i)}}

Capital benefits

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Capital benefits {{i+1}}
{{errors.first('typeCapitalBenefits'+i)}}
{{errors.first('paymentDate-capital'+i)}}
{{errors.first('taxValue-capital'+i)}}

Deductions:

Job-related travel expenses

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{{errors.first('f-city')}}
{{errors.first('f-postcode')}}
{{errors.first('t-street')}}
{{errors.first('t-city')}}
{{errors.first('t-postcode')}}

Meals provided by employer?

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Job-related education and training

Job-related education and training {{i+1}}
{{errors.first('coursejobTraining'+i)}}
{{errors.first('amountjobTraining'+i)}}

Do you have debts?

Debts {{i+1}}
{{errors.first('Interest on debt'+i)}}
{{errors.first('Information of creditor'+i)}}
{{errors.first('Tax value'+i)}}
{{errors.first('Date-debts'+i)}}

Maintenance and pension

Maintenance and pension {{i+1}}*
{{errors.first('Maintenance pension'+i)}}

Pension benefits

Pension benefits {{i+1}}
{{errors.first('Amount-pension'+i)}}

Pillar 3a and pensions

Pillar 3a and pensions {{i+1}}
{{errors.first('Amount-pillarPensions'+i)}}
{{stepFourPDF['3A_piller_document']}}

Insurance premiums

Insurance premiums {{i+1}}*
{{errors.first('Insurance premium'+i)}}
{{stepFourPDF['insurance_premiums_document']}}

Illness and accident costs

Illness and accident costs {{i+1}}*
{{errors.first('accident-costs'+i)}}
{{stepFourPDF['illness_document']}}

Disability-related costs

Disability-related costs {{i+1}}
{{errors.first('Amount-disability'+i)}}
{{stepFourPDF['disability_document']}}

Other deductions

Investments/Equities:

Do you have Investments or Equities?

Investments or Equities {{i+1}}
{{errors.first('Amount-investmentsEquities'+i)}}

Assets:

Movable assets, motor vehicles (except leasing)

Movable assets, motor vehicles (except leasing) {{i+1}}
{{errors.first('Model-Assets'+i)}}
{{errors.first('ManufacturingYear-Assets'+i)}}
{{errors.first('Worth-Assets'+i)}}

Life and pension insurance policies

Life and pension insurance policies {{i+1}}
{{errors.first('AmountlifePensionInsurance_'+i)}}

Real estate

Real estate {{i+1}}
{{errors.first('Amount-realEstate'+i)}}

Undistributed inheritances

Undistributed inheritances {{i+1}}
{{errors.first('Amount-undistributedInheritances'+i)}}

Business and corporate shares

Business and corporate shares {{i+1}}
{{errors.first('Amount-businessCorporateShares'+i)}}

Upload documents:

Download required documents

{{ stepsixpdf }}

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We have sent you an email with the completed tax form.

See our

pricing list.

Basic

Apprentices / student:
CHF 80.-
Individual:
CHF 120.-
Family / Individuals with children / Married Couples:
CHF 109.-
Shipping by post:
CHF 12.-

Supplementary services

Per property:
CHF 65.-
Self-employment:
CHF 25.-
Self-employment:
CHF 65.-
Further directories 7 positions:
CHF 65.-
Express ultra:
CHF 150.- (within 12-14 hours)
Express light:
CHF 80.- (within 2-4 working days)
Each additional document:
CHF 5.-

Additional Services

Withholding tax reassessment:
CHF 150.-
Tax advice by telephone:
From CHF 150.-
Review of tax invoice / tax assessment:
From CHF 150.-
Tax optimization:
Offer on request

* Prices are subject to change in special cases.

We value

our customers.

Let us say thank you! We value your trust and your business with us. If you have a pension plan with us we are more than happy to gift you a regular tax package.

Would you like to learn more about this promotion?