CH tax return · individuals
A structured pre-collection of your private tax return (federal, cantonal and municipal). We gather your information and documents, read them automatically and hand everything over, reviewed, to your tax advisor.
- 11
- Sections
- 62
- Questions
- 21
- Documents
- 9
- 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
Carry over last year · optional
1 documents
- 2
Notice & your details
4 questions
- 3
Personal details & household
18 questions · 1 documents
- 4
Earned income
4 questions · 3 documents
- 5
Pensions & replacement income
5 questions · 2 documents
- 6
Assets & securities
15 questions · 6 documents
- 7
Real estate
2 questions · 2 documents
- 8
Pension provision (pillar 3a & buy-in)
2 questions · 2 documents
- 9
Debts & deductions
11 questions · 3 documents
- 10
Other & remarks
1 questions
- 11
Documents
1 documents
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.
Prior-year tax return / assessment (optional)
Once · 9 AI fields
Third-party childcare documents (e.g. day-care / after-school invoices)
Multiple (e.g. per year)
Salary certificate(s)
Multiple (e.g. per year) · 4 AI fields
Spouse's salary certificate(s)
Multiple (e.g. per year) · 2 AI fields
Annual accounts / statement of self-employment
Multiple (e.g. per year)
Pension / daily-allowance statement(s)
Multiple (e.g. per year) · 2 AI fields
Foreign pension statement(s)
Multiple (e.g. per year)
Custody-account statement / tax statement at 31 Dec – domestic and foreign
Multiple (e.g. per year) · 4 AI fields
Tax-value statement / annual accounts of the company
Multiple (e.g. per year)
Surrender-value statement at 31 Dec / policy
Multiple (e.g. per year)
Year-end wallet/exchange statement at 31 Dec
Multiple (e.g. per year)
Valuables document (valuation / insurance policy)
Multiple (e.g. per year)
Foreign-asset documents (account/custody statements, property records)
Multiple (e.g. per year)
Mortgage/loan statement at 31 Dec / interest statement
Multiple (e.g. per year) · 2 AI fields
Documents for your properties – upload the statement, official valuation or purchase contract for each property
Multiple (e.g. per year)
Pillar-3a contribution confirmation
Once · 3 AI fields
Pension-fund buy-in document
Once · 2 AI fields
Donation receipts
Multiple (e.g. per year)
Medical certificate on the impossibility of using public transport (illness/infirmity)
Multiple (e.g. per year)
Health-insurance premium statement
Once · 2 AI fields
Other documents (free)
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.