Checklist
Tax Return Checklist Schwyz
These documents and details help ensure a complete tax return.
Personal details
- Date of birth
- AHV number
- Marital status
- Religious affiliation
- Occupation
- Employer
- Employment percentage
- Self-employed yes or no
- Owner / partner in a company
- Email address
Children in education
- Name / first name / year of birth
- School or training company
- End of education/training
- Income in the tax year
- Lives in the same household yes or no
Persons requiring support
- Name / first name / year of birth
- Place of residence and address
- Support amount
- Lives in the same household yes or no
General
- Copy of the previous tax return
- Copy of the previous tax assessment
- Residence on 01/01 and 31/12
- For marriage / separation / divorce: date
- Securities and assets from inheritance, gifts etc.
Real estate
- Canton / municipality / street / parcel
- New valuations
- Net rental income
- Maintenance costs
Income in Switzerland and abroad
- All salary certificates
- Annual financial statements if self-employed
- AHV, IV, pension fund and pension certificates
- Daily allowances and compensation
- Family allowances
- Maintenance payments
- Other income
Further deductions
- Bank accounts and securities
- Professional expenses
- Mortgages, loans and other debt
- Insurance premiums
- Medical expenses
- Pillar 2 and pillar 3a