Checklists for the 2023 tax return

We have prepared several transcriptable 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.

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.