Documents - Tax return

We will ask you for documentation of any changes in your personal situation during the current year.

• Birth, separation, marriage, divorce
• Retirement, work stoppage, military service, unemployment
• Your taxpayer number
• Your tax bills from the previous year

• Salary certificate 2023 (1 per employer)
• Additional income (gambling winnings, alimony, etc.)
• Certificate of unemployment

• Balance sheet and income statement for profit and loss for the year 2023
• If you keep simplified accounts, the income and expense book.
• Ancillary revenues

• Certificate of AHV/IV pensions for 2023
• Certification of pension funds
• Housing allowances
• Other financial aid received (e.g. widow's pension)

• Bank statements for 2023
• Tax returns from investment funds and investments

For any property held in Switzerland:

• Deed of purchase (if acquired during the current year)
• Rental income (if the property is rented)
• PP&E cost statements, invoices for renovation and maintenance costs
• Rental value form

For any real estate held abroad :

• Deed of purchase (if acquired during the current year)
• Rental income (if the property is rented)
• Cost statements, invoices for renovation and maintenance costs

• Certification of contributions for the year 2023

• Amount of annual dues paid
• Certification of the cash value as at 31.12.

• Proof of health insurance premiums
• Certification of actual medical expenses not covered
• Certificate of insurance subsidy

Mortgage debt

• Certificate of interest paid and capital remaining as of 31.12.

Other debts

• Certificate of interest paid and capital remaining as of 31.12.