Required documents:
- Salary certificate
- Alimony received (attach separation/divorce decree)
- Bank or postal account statements
- Securities documentation
- Pillar 3a (voluntary pension) contribution certificates
- Evidence of special payments for the 2nd pillar (LPP pension fund; ordinary contributions are shown on the salary certificate)
- List of medical expenses
- List of professional expenses (e.g. transportation costs from home to work)
- Continuing education documentation
- Donation receipts
- For homeowners: all documents related to property taxes, interest on debt, invoices for maintenance and renovation work, operating and administration costs, etc., estimated value and rental value
- Attestations on the tax value of life insurance policies
- Indication of motor vehicles (year of purchase, price, make and model)
Tips:
- Carefully review what you can deduct – the instructions provide information on this;
- Only submit the receipts and certificates explicitly requested in the declaration – other receipts must be kept ready in case the tax authority requests them at a later date;
- Spouses file a joint declaration – both must sign it;
- Do not wait until the last minute to submit your return – the earlier you submit your return, the sooner you will receive the final assessment and the more accurate the installment invoices will be.
Deductions:
- Expenses for the purpose of earning an income (expenses that are necessary to earn an income, such as transportation costs from home to work, additional meal expenses, etc.)
- General deductions such as AHV and AI contributions, pension contributions, health insurance and life insurance contributions, donations to charitable institutions and interest on debt
- Social deductions, e.g. for children, childcare by third parties and for people in need
- Debts can be deducted from the net worth Alimony paid to the spouse and/or children