Personal Information
exact date of birth (also of spouse)
marital status
Denomination (also of spouse)
Job titles / sideline (also from spouse)
employer (also of spouse)
AHV number (also from spouse)
Children they care for (first name, school, year of birth)
Other people in need of assistance
Generally
All original tax return forms
Copy of the tax return for the previous year (with all attachments)
Copies of the tax administration's assessment rulings from the previous year
Earned income
All wage statements also for part-time and part-time employment (both spouses)
also through additional income such as school maintenance allowance, government agency work, fire brigade
Etc.
for the self-employed: list of assets
Any daily and meeting allowances, board fees, natural wages, tips
Replacement income
AHV, IV, pension fund pension certificates (copy of a payment receipt)
Orphan's Pension Certificates
Daily allowance certificates (unemployment insurance, health and accident insurance)
Alimony received, paid (receipts of payment, divorce convention)
remaining income
Lump-sum payments (pension fund, insurance), payment receipt, reason for payment
significant participation in companies, associations of persons
benefits not declared by the employer on the wage statement (apartments
Etc.)
Unpaid career breaks with reason given
Income from undistributed inheritance as shown separately
further income
other factual and personal deductions
Membership fees and contributions to political parties
Receipts for payments to those in need of assistance
Receipts for medical expenses including medication (health insurance certificate) and
Dental bills, unless covered by health insurance and 5% des
exceed taxable income
Receipts for donations
Proof of payment of childcare costs
capital
other assets (cash, precious metals, precious stones, etc.)
Undistributed inheritance (statements, tax inventory)
Donations or inheritances (tax inventory)
lottery winnings
List of securities
all bank / postal account and deposit statements at the end of the year (also from interim
balanced accounts / custody accounts) savings books (copies) with interest supplements (also from
accounts netted in the meantime)
any repayment or purchase / sale statements for securities
Dividend distributions / interest statements on stocks and bonds or
Bank tax register
Information on employee options and employee shares (if not on
Salary statement visible)
Settlement of asset management costs
real estate
Imputed rental value / property tax value
List of rental income (tenant index)
Invoices / receipts for maintenance, operating and administrative costs
Condominium statements
Participation in real estate companies
Debt
Debt at the end of the year with proof of interest (mortgages, credits, loans,
Credit cards), amortization receipts
Extraction costs - professional expenses
Travel costs to the workplace (train, bus, bike, car, etc.)
External catering (restaurant, canteen)
Any professional costs with receipts and other information
training costs
Insurance
Certificates for the tied self-provision pillar 3a
Certificates of purchase services in pillar 2
Surrender value certificates from life and pension insurances
Information on life insurance (year of conclusion, year of expiry, sum insured,
Annual premium)
Receipts of premium reductions for health insurance premiums and
Health insurance bills
Information on health insurance premiums paid for the past year