Happy New Year to all my customers. As I will be out of Switzerland for some of this year, tax returns need to be filed either before or after my trip.
What you need to prepare
The following documentation will be required:
Simple cases: Employees with no property anywhere
- Letter from Tax office with ZPV
- Lohnausweise- yearly statement from Employer of salary payments and deductions.
- Information to commute, including where you travel to and what mode of transport. Public transport costs or milage.
- Canteen or no canteen provided? Number of working days
- Costs of further education related to your profession, home office costs
- Unreimbursed expenses related to your work, like hotel rooms, Laptops, phones etc.
- Purchase and payments into company or private pension
- Extra social security contributions made
- Statement from Health Insurance company for 2025
- Details of other health costs like dental or optician bills.
- Copies of all bank statements as at 31.12.2025 – some banks will issue special statements detailing interest calculations or with an overview of charges. These are needed for the tax return. Note this is all bank accounts, even those outside the country.
- Newly opened accounts with details of date of opening.
- Details of investments held worldwide.
- Details, ideally with receipts, of all donations to Swiss registered charities.
- Details about your personal car, make, year of purchase and purchase price, info if in leasing
- Information about children up to the end of their first apprenticeship or study, including names, ages, schools, any education costs paid
More complicated, employee with own property, no matter where it is:
All of the above plus the following:
- Debts and mortgages, as well as details of repayments and interest
- Details of Home expenses where you own your own home, specifically maintenance or major spends, insurances, Admin (Verwaltung) costs, Property tax, costs for garbage or water collection, caretaker etc
- Rental income and expenses for any property owned, but rented out
Special cases additional documentation
- Information to any Inheritances received or pending
- Information to any financial gifts made or pending
- Details of any financial support given to dependent relatives
- Private insurances not detailed on the salary statement
- Income from pensions or other sources not already covered
- Capital sums received from Pension funds and not yet taxed
Self employed
- Final P&L and balance sheet if available, for the tax year if you have your own business. If there are no results documented in that form, please contact me and we can create something.
- Details of private pension payments
- information from the above lists that are relevant to you.
Dates for your diary
If you wish for your taxes to be filed before the end of June 2026, please send me all information by the end of February 2026. Otherwise please apply online for an extension to the filing due date up to mid July. ( I can also do this for you). The same deadline applied to other work like preparation of final accounts, in which case the bookings or booking information needs to be submitted by the end of February 2026.
SH-Consulting is out of office from 24.3.2026 – 15.06.2026 and can only deal electronically with emergencies .