Switzerland Other Added 0 times

Onboarding · Private individual

by crosstax.online · version 2

5.0· 1 client

Your enquiry as a private individual in just a few minutes: you leave your contact details and sign the engagement terms electronically. The firm reviews your enquiry and gets back to you — a client relationship only comes into existence upon its express confirmation.

Create an account – then add it

2
Sections: 13
Questions: 2
Documents

Sections

1
Personal details
Your name
Date of birth
Place of birth
Nationality/ies
Residential address
Country of tax residence
Email address
Phone (landline)
Mobile number
Country of employment
Swiss OASI number (AHV)
German tax identification number (IdNr.)
2
Approvals
Confirmation
Engagement terms — electronic signature
Power of attorney — electronic signature (optional)