CH tax return · individuals
by crosstax.online · version 22
A structured pre-collection of your private tax return (federal, cantonal and municipal).
- 11
- Sections
- 87
- Questions
- 31
- Documents
Sections
- 1
Carry over last year · optional
Prior-year tax return / assessment (optional)
- 2
Notice & your details
Your name
Email address
Phone / mobile
Confirmation
- 3
Personal details & household
Tax year
Canton of residence
Municipality of residence at 31 Dec
Residential address
Date of birth
OASI/AHV no. (756.…)
Occupation
Religious affiliation (for church tax)
Marital status
Spouse – name
Spouse – date of birth
Spouse – OASI no.
Spouse – occupation
Spouse's religious affiliation (for church tax)
Do you have children in the household?
Child details
Were you resident/liable to tax in Switzerland for the whole year, since 1 January?
Date of arrival in Switzerland
Which country did you move from?
Were you liable to tax in the country of origin before moving?
Additional details on your arrival (optional)
Date of departure from Switzerland
Which country did you move to?
Did you become liable to tax in the destination country?
Additional details on your departure (optional)
Did you incur third-party childcare costs?
Third-party childcare costs per child
Third-party childcare costs, total (CHF, optional)
Third-party childcare documents (e.g. day-care / after-school invoices)
- 4
Earned income
Were you employed during the tax year (e.g. as an employee)?
Were you self-employed?
Is there already a profit calculation?
Did you have further income (e.g. child/family allowances paid out directly, alimony received, income from corporation/cooperative shares, board mandates, influencer income, paid volunteer roles, licences)?
Brief details on the further income
Was your spouse employed (e.g. as an employee)?
Was your spouse self-employed?
Is there already a profit calculation for this self-employment?
Employers & salary – please review
Salary certificate(s)
Spouse's salary certificate(s)
Annual accounts / profit calculation of self-employment
Invoices (income) – invoices issued and services received in the tax year
Expenses (receipts for costs of the self-employment)
Annual accounts / profit calculation of the spouse's self-employment
Spouse's invoices (income) – invoices issued and services received in the tax year
Spouse's expenses (receipts for costs of the self-employment)
Documents for the further income (optional)
- 5
Pensions & replacement income
Do you receive pensions (OASI/DI, pension fund)?
Do you or your spouse receive pensions (OASI/DI, pension fund)?
Did you receive daily allowances (illness, accident, unemployment)?
Did you or your spouse receive daily allowances (illness, accident, unemployment)?
Do you receive a pension from abroad?
Do you or your spouse receive a pension from abroad?
Which country does the pension come from?
Pension / daily-allowance statement(s)
Foreign pension statement(s)
- 6
Assets & securities
Domestic bank relationships
Do you have a securities custody account (shares, funds, bonds)?
Securities from your custody statement – please review
Do you hold private stakes in unlisted companies (e.g. your own GmbH/AG)?
Companies
Do you have life or annuity insurance policies with a surrender value?
Do you hold cryptocurrencies (wallets/exchanges) not included in any of the uploaded statements?
Vehicles
Do you own valuables or privately held assets (e.g. watches, jewellery, art, collections, gold/precious metals, cash)?
Brief details on the valuables
Do you own any real estate or property, in Switzerland or abroad?
Properties in Switzerland and abroad
Are these properties partly financed? Are there any mortgages?
Mortgage/debt at 31 Dec
Interest paid during the tax year
Maintenance costs of your properties
Foreign bank relationships
Foreign bank relationships
Other foreign assets – brief details
Did you receive an inheritance, a gift or a lottery win during the tax year – or are you part of a community of heirs?
Brief details
Custody-account statement / tax statement at 31 Dec – domestic and foreign
Tax-value statement / annual accounts of the company
Surrender-value statement at 31 Dec / policy
Year-end wallet/exchange statement at 31 Dec
Valuables document (valuation / insurance policy)
Further foreign-asset documents (other evidence)
- 7
Documents for your properties
Mortgage/loan statement at 31 Dec / interest statement
Documents for your properties – upload the statement, official valuation or purchase contract for each property
Maintenance-cost documents (invoices, statements, policies)
- 8
Pension provision (pillar 3a & buy-in)
Did you pay into pillar 3a?
Did you make a buy-in into the pension fund (pillar 2)?
Pillar-3a contribution confirmation
Pension-fund buy-in document
- 9
Debts & deductions
Did you donate to charitable organisations or political parties?
Your donations – recipient and amount
Place of work (address / town)
Is a workplace provided for you at the place of work?
How do you mainly travel to work?
Why do you use the car for your commute?
Do you regularly work from home?
Actual continuing-education costs (CHF)
Private/other debts at 31 Dec (excl. mortgage)
Do you pay maintenance / alimony to a divorced or separated spouse?
Alimony paid in the year (CHF)
Did you financially support persons in need during the tax year (support contributions)?
Supported persons
Did you have disability-related costs or illness/accident costs you bore yourself?
Did you have asset-management costs (e.g. custody fees, management fees)?
Donation receipts (required from CHF 500 per recipient)
Transfer receipts for the support contributions
Receipts for disability-related or illness/accident costs
Receipts for asset-management costs (fee statements, invoices)
Medical certificate on the impossibility of using public transport (illness/infirmity)
Health-insurance premium statement
- 10
Other & remarks
General / individual remarks
- 11
Documents
Other documents