The costs for our service depend on the number of securities and bank accounts as well as the number of properties you own. Another cost factor is whether you are self-employed, i.e. whether you own a sole proprietorship. You can calculate a cost estimate directly online: Cost calculator
You can choose between three different packages, each of which includes various additional services.
What documents are needed to complete the tax return?
Detailed information on the tax return (first page of the tax return form or letter with the access code to the online tax return).
Salary statements
Interest and balance statements of all bank accounts
Securities custody account statement at the end of the year as well as interest and dividend statements
Interest and balance statements of all debts (e.g. credit cards, mortgages)
Certificate deposit pillar 3a
Donation receipts
Documents relating to properties (list of rental income, heating and ancillary costs statement, documents relating to maintenance costs, balance statement for renewal fund)
Certificate of external childcare costs
The deadline is coming up, what should I do?
Complete the order on taxea.ch and we will take care of extending the deadline for filing the tax return.
Alternatively, you can extend the deadline independently at the relevant tax office. Many tax offices offer an online form for this purpose.
I am subject to withholding tax: do I have to fill out a tax return?
The completion of a tax return is mandatory as soon as the annual gross income exceeds CHF 120,000 or other income not subject to withholding tax exceeds CHF 3,000.
Furthermore, higher total assets (incl. real estate) cause the obligation to file a tax return. The threshold values vary from canton to canton. In the canton of Zurich, for example, this is CHF 80,000 for individuals and CHF 160,000 for jointly taxable persons.
I am subject to withholding tax: does it make sense to voluntarily fill out a tax return?
A subsequent ordinary assessment (tax return) can be submitted voluntarily in order to deduct effective costs from taxable income that are not included in the withholding tax rates or are only included at a flat rate.
Possible deductions include, for example, actual professional expenses, purchases of occupational pension plans (BVG pension fund / 2nd pillar), contributions to pillar 3a, self-funded education and training costs, costs for third-party childcare, alimony payments, interest on debts, illness and disability-related costs.
I am subject to withholding tax: how do I obtain a tax return form?
This varies from canton to canton. In many cantons, the form can be requested online or directly from the municipal tax office.
Tax return of companies
How much does the service cost?
The costs for our service depend on whether dividends are distributed and whether real estate or operating facilities are available.
You have the choice between three different packages, where in each case various additional services are included.
Which package should I choose?
If you would like us to check the invoices received from the tax office, we recommend that you choose the Bestseller package.
If you are interested in tax optimization options, have specific questions, e.g. regarding future tax-relevant events, and would like a personal consultation in addition to the Bestseller package, then choose the Prime package.
What documents are needed to complete the tax return?
Detailed information on the tax return (first page of the tax return form or letter with the access code for the online tax return).
Signed annual financial statements (balance sheet, income statement, notes, appropriation of profit)
Salary statement of managing directors and members of the board of directors
Signed account sheets for current accounts of shareholders and partners
Minutes of the General Assembly
The deadline is coming up, what should I do?
Complete the order on taxea.ch and we will take care of extending the deadline for filing the tax return.
Alternatively, you can extend the deadline independently at the relevant tax office. Many tax offices offer an online form for this purpose.
I have not done any accounting since incorporation, how should I proceed?
Keeping proper accounting records is mandatory for companies according to the Code of Obligations. The tax return cannot be prepared without the annual financial statements (balance sheet, income statement, notes, appropriation of profits).
Do you want to outsource your accounting? Then calculate a no-obligation quote and submit a direct online request .
When will I receive the tax return form?
This varies from canton to canton. Usually, the tax return forms are sent out at the end of January or beginning of February for the previous year's tax period.
Contact form
Feel free to contact us if you have any questions or uncertainties. We will be happy to help you and look forward to hearing from you.
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