We advise you in light of your current situation and with regard to possible and planned developments – so you are well-prepared financially.
The following information pertains to the canton of Zurich, unless otherwise noted. If you have any questions, we are happy to assist you.
It is advisable to keep all relevant documents in one place and save them upon receipt. Most of these documents will be sent to you by mail or electronically. The remaining documents can usually be collected based on the previous year's tax return.
For properties held as private assets:
If you pay into a pension fund through your employer, you can deduct payments into your pillar 3a private pension plan from your taxable income up to the statutory maximum (CHF 7,258 for 2025). We will be happy to advise you personally on other options.
Without a pension fund, the maximum amount you can pay into your pillar 3a is CHF 36,288 (2025) or no more than 20% of your net income.
Costs incurred for training or further education can be deducted provided they are within the normal range. These include costs for courses, examinations, course materials, travel, accommodation and meals.
Up to CHF 10,100 per child can be deducted annually for the cost 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"
Tax return "Family"
Tax return "Single person with property"
Tax return "Family with property"
Simply upload your tax documents using our online tool and our experts will start the completion process. 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 in size.
2. If you have previously sent documents, please use the same e-mail address you used at that time. Our system can then automatically link them to your profile. This allows us to perform an even better analysis/execution.
And you’re done!
