What documents do I need for my tax return?

For a complete tax return in Switzerland, you need various receipts and proofs: salary certificate, insurance statements, bank documents, donation and continuing education receipts, as well as all documents related to real estate and capital investments.

A systematic collection of all required documents is crucial for a correct and optimal tax return. Here is a comprehensive checklist:

Basic documents (mandatory):

Salary and income certificates:

• Salary certificate: Issued by employer (by January 31)
• Pension certificates: AHV, IV, BVG pensions
• Unemployment compensation: Certificate from unemployment insurance
• Self-employment income: Annual financial statements, profit and loss account
• Side activities: Fees, freelance income
• Capital benefits: One-time payments from pension funds

Identity and personal documents:

• Tax return form: Sent by the canton
• ID/passport: For identity verification
• Civil status certificate: In case of marriage, divorce, death
• Residence permit: For foreign nationals

Professional support:

Service from Findea.ch:

• Complete processing: From collection to submission
• Optimization: Maximum utilization of all deductions
• Legal security: Compliance with all regulations
• Time savings: Professional and efficient processing

Conclusion: A systematic collection of all relevant documents is the key to a correct and optimal tax return. With digital tools and professional support, this process is significantly simplified.