To complete your tax declaration Zurich, you will need several important documents to ensure your filing is accurate and complete. These documents help the tax authorities assess your financial situation and determine the correct amount of taxes you owe.
Here’s a basic list of what you’ll typically need:
Here’s a basic list of what you’ll typically need:
- Personal Information: Your Swiss residence permit, AHV (social security) number, and marital status details.
- Income Documents: Salary certificates (Lohnausweis), pension statements, and any proof of other income such as freelance work, dividends, or rental income.
- Bank and Investment Information: Year-end bank statements, securities statements, and documentation of interest or dividends earned.
- Property Information: If you own real estate, include the mortgage statement, property value, and maintenance costs.
- Deductions and Expenses: Proof of deductions like insurance premiums (health, life), professional expenses, childcare costs, and contributions to the Pillar 3a retirement savings.
- Debt and Liabilities: Documents showing personal loans, credit card debts, and any other liabilities.
- Certificates for Tax Deductions: For example, donations to charities, educational expenses, or alimony payments.