Answers

Tax return Lucerne: which documents, which portal?

The short answer

The tax return for individuals goes through eTax.luzern; the responsible body is the cantonal tax authority (Dienststelle Steuern Kanton Luzern). The canton publishes no blank form — you get the ordered dossier and the direct route into eTax.luzern. The canton sets the filing deadline – what counts is the information from the tax authority.

The documents the workflow asks for

The document types of the crosstax workflow “CH Private tax return, individual document collection”.

  • Tax return (filed)
  • Correspondence
  • Childcare costs
  • Salary certificate
  • Payslip
  • Annual financial statements
  • Invoice/receipt
  • Pension certificate (state)
  • Bank statement
  • Custody/securities statement
  • Insurance value (reporting date)
  • Insurance policy/premium invoice
  • Contract
  • Estate document
  • Mortgage interest statement
  • Property statement
  • Retirement savings certificate (3a/PF)
  • Donation receipt
  • Alimony/support payment
  • Continuing education
  • Health insurance premium

How crosstax helps

  • The canton publishes no blank form — you get the ordered dossier and the direct route into eTax.luzern.
  • Your clients pick their canton and municipality of residence from the official register of municipalities: 79 municipalities in the canton of Lucerne.
  • Your clients can answer in German — the official language of the canton — or in one of 5 other languages.

Frequently asked questions

Lucerne: which portal does the tax return go through?
The tax return for individuals goes through eTax.luzern; the responsible body is the cantonal tax authority (Dienststelle Steuern Kanton Luzern).
Lucerne: is there an official form?
The canton publishes no blank form — you get the ordered dossier and the direct route into eTax.luzern.
Lucerne: who sets the filing deadline?
The canton sets the filing deadline – what counts is the information from the tax authority.

Sources

See crosstax on your own cases.

30 minutes with the people behind crosstax. We will show you the workflows that fit your firm — and answer your questions.

Your contact for the demo

Dr. Klaus Fuchs

Prefer email? Write to klaus@nclabs.ch

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We look forward to showing you the future of tax advisory.