CH Real-Estate Capital-Gains Tax
Collection of data for the cantonal real-estate capital-gains tax on the sale of a Swiss property. Tax base = proceeds − investment costs (purchase + value-adding investments + sale-related costs).
- 6
- Sections
- 11
- Questions
- 6
- Documents
- 3
- AI extractions
What's inside
Structured from the first question to the authority bundle.
Each section walks your clients through step by step — no PDF confusion, no back-and-forth. Your firm stays the anchor.
- 1
Notice & your details
4 questions
- 2
Object & location
4 questions
- 3
Acquisition
1 documents
- 4
Sale
1 documents
- 5
Value-adding investments
2 questions · 1 documents
- 6
Sale-related costs
1 questions · 3 documents
Eligibility
Fit confirmed in seconds.
- This concerns a property located in Switzerland.
- The property was sold during the assessment year (notarised).
Documents
What your clients upload — and what the AI reads from each one.
For every slot crosstax checks document type, required fields, completeness. Confirmation stays with you.
Purchase contract (notarised)
Once · 2 AI fields
Sale contract (notarised)
Once · 2 AI fields
Receipts for value-adding investments
Multiple (e.g. per year) · 3 AI fields
Broker invoice
Multiple (e.g. per year)
Notary and land-register fees (sale)
Multiple (e.g. per year)
Advertising / marketing costs for the sale
Multiple (e.g. per year)
Why this workflow
Faster than any PDF — more precise than any email.
Prefill, not retyping
Master data, prior-year values, plausibility rules — pulled in automatically from click one.
Documents get read
Pension statement, withholding-tax certificate, contribution proof — Claude reads the fields, you confirm.
You keep control
Every value versioned with its source. Full audit log. Nothing leaves without your sign-off.
Frequently asked questions
Do clients need an account?+
No. Clients fill the workflow via a link — an account is optional and lets them upload further documents later.
Is the data secure?+
Yes. Encrypted in transit and at rest, hosted in the EU and Switzerland, GDPR-compliant and fully auditable.
How does the data reach my tax software?+
Export reviewed answers and documents as structured CSV/Excel — or submit them straight into the authority process.