Documents - Tax return
Find out what documents you need to provide when preparing your tax return. With all the documents in hand, your specialist will be able to complete your return in record time!
Personal situation
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 activity
- Certificat de salaire 2023 (1 par employeur)
- Additional income (gambling winnings, alimony, etc.)
- Certificate of unemployment
Independent activity
- Bilan et compte de résultat de l’année 2023
- If you keep simplified accounts, the income and expense book.
- Ancillary revenues
Retirees
- Attestation des rentes AVS/AI 2023
- Certification of pension funds
- Housing allowances
- Other financial aid received (e.g. widow's pension)
Fortune
- Relevés bancaires 2023
- Relevés fiscaux issus de fonds de placements et investissements
Real estate
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
3rd pillar pension (3A)
- Attestation des cotisations pour l’année 2023
Life insurance
- Amount of annual dues paid
- Certification of the cash value as at 31.12.
Health insurance
- Proof of health insurance premiums
- Certification of actual medical expenses not covered
- Certificate of insurance subsidy
Debts
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.