Taxes

Taxea.ch by Findea AG allows for easy outsourcing of tax returns to experts who guarantee minimal tax liability. Users only need to enter important data and upload documents; the rest of the work is done automatically.

Properties abroad are not subject to tax in Switzerland, but must be declared as they affect global assets. The tax value of a holiday apartment in France affects the taxable income and assets of a Zurich couple.

The declaration of art and classic cars in the tax return depends on the value and use; the distinction between household effects and assets is often blurred. Insurance amounts serve as a guideline for the tax-relevant value of expensive objects.

An extension of the deadline allows for a prolonged submission of the tax return in Switzerland. It must be applied for online before the regular deadline in order to be accepted.

The deadline for submitting the tax return in Switzerland mostly ends on March 31 of the following year. You can submit your tax return through trustees, online, or in paper form.

As of 01/01/2023, the Canton of Lucerne has made energy-saving and environmental protection investments tax-adjustable, including solar systems. Investments serving environmental protection are deductible despite an increase in property value.

The definitive tax bill is based on actual income and assets, and is sent after review of the tax return. With this bill, only small amounts are usually due if the provisional bill has been settled.

Employee gifts under CHF 500 per year are neither subject to VAT nor declarable in the salary certificate. Over CHF 500, they must be declared in the salary certificate and as VAT.

The Federal Council has opened the consultation on individual taxation, which taxes each person individually, regardless of marital status. This measure serves as a counter-proposal to the tax fairness initiative and is intended to improve tax fairness.