We have prepared several checklists for you, to help you gather the documentation and information required for the tax return. Please note that the general questionnaire has to be completed by everyone.
More specific and detailed checklists are available depending on your own, personal situation. For those of you who hold investments but do not receive fiscal bank statements from the bank, excel worksheets are available for download to conveniently summarize your holdings.
Detailed checklists include:
- general questionnaire
- you are employed
- you are self-employed
- you receive a pension
- you are a homeowner
- you have debts
- you have investments
- investments (excel spreadsheet)
- other income, deductions and assets
- If you are leaving or arrived (in) Switzerland in the course of the year
Here is an index to print to help you file your documents.