Tips and tricks for your tax return

It is best to start collecting all relevant documents at an early stage. In particular, this includes your salary statement, account and deposit statements, proof of health insurance and receipts for payments into pillar 2 and pillar 3a. Donation receipts or proof of work-related expenses such as travel costs or Education should also be to hand. Keeping things in order early on will save you a lot of work later on.

All worldwide income and assets must be declared in the tax return. In addition to the net salary, this also includes income from part-time jobs, income from real estate, interest income and dividends. In turn, expenses directly related to this income can be deducted from taxable income. It is therefore worth checking all deductions carefully and claiming them in full.

In addition to traditional professional expenses such as travel costs, meals and general expenses, training and further education costs can also be taken into account to reduce tax. Payments into tied pension provision (2nd pillar and pillar 3a purchases) must be proactively declared in the tax return and documented with receipts in order to benefit from the tax deduction. This is a popular way of reducing taxable income. Any maintenance costs for properties, illness and accident costs, debt interest, maintenance payments and general social deductions also offer additional savings potential and should not be forgotten.

Many cantons now offer digital solutions for completing tax returns directly online. Programs such as EasyTax or TaxMe help to avoid errors and save a lot of time - especially because data from the previous year can often be carried over. The deadline for submitting tax returns varies from canton to canton. However, if time is tight, this can be easily extended almost everywhere by submitting an application.

If you prepare well, work carefully and don't miss out on any deductions, you'll find out: Tax returns don't have to be a stress factor - and with a little planning, you may still be able to gain a financial advantage in the end.

However, if you don't want to do your tax return yourself and would rather use your time differently, no problem. We will be happy to help you prepare and submit your tax return.