Consolidation of tax return mandates

What should be considered when merging tax return mandates?

If the relationship status changes, solid advice is needed for merging tax mandates instead of well-intentioned advice.

How many tax returns do we have to complete for the year of marriage?

In the year of marriage, the couple is assessed jointly for the entire tax period with retroactive effect from January 1. Only one joint tax return needs to be completed and submitted.

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Achill Wicki

Head of Advisory, Member of the Executive Board

Certified Tax Expert, Swiss Certified Fiduciary Specialist