Good preparation makes filling out the tax return easier. It's wise to gather the necessary documents during the current year already.

• Tax return and minutes from the previous year
• One or more salary certificates (for employees)
• Accounting records (for self-employed individuals)
• Pension certificates (for retirees)
• Bank or postal statements as of December 31 (Swiss and foreign)
• Securities statements
• Certificates of contributions to pillar 3A
• Medical expenses (annual contribution statements + possible expenses)
• Professional expenses
• Continuing education or retraining expenses
• Donation certificates
• Documents related to property tax and debt interest
• Invoices for maintenance and/or renovation work
• Certificates of operating and administrative expenses, etc
  

​If in doubt about which documents to submit, do not hesitate to contact one of our staff members, who will be pleased to assist you.