Individuals · 6 September 2026

A tax return takes an hour when everything is there, and three weeks when one document is missing. Here is what to gather. Open a folder and tick things off as you go.

Income

• The salary certificate from each employer during the year.
• Statements for unemployment, daily sickness allowance, disability or military insurance benefits, where applicable.
• Pension statements: AHV/AVS, pension fund, annuities.
• For the self-employed: the accounts for the year (balance sheet and income statement).
• Rental income, if you own a property that is let.

Accounts and assets

• Bank statements as at 31 December for all your accounts, including accounts abroad.
• Securities statements and portfolio statements.
• The surrender value of your life insurance policies.
• Documents for your properties: official tax valuation, mortgage interest statement, invoices for work done.
• The value of your vehicle, if you bought one during the year.

Deductions

• Pillar 3a statements and, where applicable, second-pillar buy-in confirmations.
• Health insurance premiums and the subsidy statement if you receive one.
• Childcare costs: invoices from the day nursery, the childminder, after-school care.
• Professional training costs.
• Maintenance payments made, with proof of payment.
• Donations to recognised charities.
• Unreimbursed medical costs, if they are significant.
• Your travel costs: home-to-work distance, transport pass.

The rest

• The previous year's tax assessment, which we use as our starting point.
• Your changes of situation: marriage, separation, a birth, a move, a property purchase.

Not sure about a document?

Send it anyway: better one document too many than a deduction lost. We sort them.

The price of your tax return is shown online, straight away, with no appointment. Or call us on +41 26 303 36 69.

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