Swiss Tax Return — what you’ll need.

Personal information · required

• Tax authority correspondenceenvelope or letter from the tax office showing your tax ID (PersID)
• Names, dates of birth of everyone living in your household
• Current address, phone, email
• Changes during the yearmarriage, divorce, birth of a child, move
• Separated parents with children: custody & maintenance arrangement
• Adult children living with you and not earning: proof of education or training

Helpful background (recommended)

• Copy of last year's tax returnif not filed by us
• Most recent tax assessment from the canton

Employment income (worldwide)

• Swiss salary certificates (Lohnausweis)every job, including part-time and second jobs — both spouses
• Foreign salary or freelance incomepayslips or year-end statements from any non-Swiss employer or client
• Confirmation of side income (public roles, fees, sitting fees)
• Periods of unpaid leave during the yearwith brief reason
• Self-employed: list of assets, liabilities, revenue and expenses

Work-related expenses

• Address of your workplace
• Part-time: working percentage
• Travel costs to work (train, bus, bike, car)
• Professional expensesfurther training, home office, work materials — only if not paid by your employer

Replacement & other income (worldwide)

• Swiss pensions (AHV, IV, occupational pension)
• Foreign pensionsUS 401(k) / IRA, UK SIPP / state pension, German Rente / Riester, EU pensions — annual statement
• Confirmation of supplementary benefits, disability allowances or social welfare
• Daily allowance certificates (unemployment, illness, accident)
• Alimony receivedwith payer's name and address; separation/divorce contract if any
• Lump-sum payouts (pension fund, insurance)with reason — home purchase, severance, etc.
• Lottery winnings
• Board director fees, sitting fees, payments in kind

Deductions

• Pillar 3a contribution certificates
• Pillar 2 (occupational pension) buy-in certificatesif not on salary statement
• AHV contributions paid privatelyif not on salary statement
• Membership fees & donations to political parties, unions, professional associations
• Charitable donationsCHF 100+ total
• Out-of-pocket medical expenseshealth insurance tax certificate, dentist, glasses, physiotherapy, prescription medication
• Childcare costs paid
• Alimony paidwith recipient's name and address
• Care home / nursing costs
• Debt interest (mortgages, loans, credit cards)

Bank accounts & securities (worldwide)

• Year-end certificates for all Swiss bank and post accounts (31 Dec)including interest credited
• Year-end statements for foreign bank accountsany country — balance and interest as of 31 Dec; both taxed directly in Switzerland with credits for foreign withholding
• Interest statements for accounts closed during the year
• Swiss securities portfolio: tax statementor year-end statement with buys, sells, dividends and interest
• Foreign brokerage / investment accountsInteractive Brokers, Schwab, Fidelity, Trade Republic, etc. — year-end positions, dividends and interest
• Fixed-term deposit certificates
• Employee options / employee sharesif not on salary statement
• Private loans receivable, with interest

Real estate

Foreign real estate is exempt from direct Swiss tax but still declared — it determines the rate on your Swiss income and wealth.

• Self-occupied property: official value & imputed rental value
• Receipts for maintenance, operating and management costs
• Rental income statement, if applicable
• Co-ownership accounts (Stockwerkeigentümer)
• Foreign real estate (rate determination only)value, rental income, foreign mortgage interest, taxes paid abroad

Other assets

• Cash, precious metals, collections
• Cryptocurrency holdings (year-end value)
• Vehicles (make, model, year, price)required by some cantons
• Undivided estates / inheritances

Debts (worldwide)

• Swiss debts as of 31 Dec, with interest paidmortgages, loans, credit cards, unpaid taxes
• Foreign debts as of 31 Dec, with interest paidmortgage on foreign property, foreign student loan, foreign credit card
• Amortisation receipts

Insurance

• Surrender values of life and pension insurance
• Life insurance detailsstart year, end year, sum insured, annual premium

Other

• Gifts received or made, inheritances receivedname, address, relationship, amount, date