We advise you in light of your current situation and with regard to possible and planned developments - so that you are financially well-prepared.
We advise you in light of your current situation and with regard to possible and planned developments - so that you are financially well-prepared.
The following information pertains, unless otherwise noted, to the canton of Zurich. If you have any questions, we are happy to assist you.
It is advisable to store all relevant documents in one place on an ongoing basis. Most of these documents will be sent to you by post or electronically. The remaining documents can usually be systematically collected with the previous year's tax return.
For properties held as private assets:
If you are a member of a pension fund, you can deduct payments into your Pillar 3a private pension plan from your taxable income up to the statutory maximum (CHF 7,056 for 2023). We will be happy to advise you personally on other options.
Without a pension fund, the maximum amount is CHF 35,280, but not more than 20% of your net income.
Costs actually incurred for further training can be deducted provided they are within the normal range. These include costs for the course, examination, course materials, travel, accommodation and meals.
Up to CHF 10,100 per child and year can be deducted for the costs of external childcare during the parents' working hours or education. For direct federal tax, the deduction has been increased to CHF 25,000.
Tax return «single person»
«Family» Tax return
Tax return «Individual with property»
Tax return «Family with property»
Simply upload your tax documents using our online tool and our experts will start the process. And it's that simple:
1. Upload your documents in .pdf, .docx, .png, .jpg, .jpeg format. It is important that the documents do not exceed 60 MB.
2. If you have previously sent documents at an earlier time, please use the same email address. Our system can then automatically associate them with your profile. This allows us to perform an even better analysis/execution.
And you’re done!