Overview
A tax return is not just data entry. Salary certificate, insurance, pension, work expenses, side income and documents received must be consistent. The aim is an orderly and defensible return.
What I check
- Document collection and consistency check
- Professional, insurance and pension deductions
- Pillar 3a, pension fund purchases and deductible expenses
- Withholding tax support where relevant
- Final review before filing
When it is useful
- You changed canton, job or family situation
- You have side income or a small self-employed activity
- You are unsure which documents matter
- You want to avoid omissions or wrong deductions
- You received a request from the tax authority
Useful documents to prepare
- Salary certificate
- Health insurance and pension statements
- Pillar 3a contributions and pension fund purchases
- Work, commuting or education expenses if relevant
- Last tax return or tax correspondence
Important: Tax support is practical and document-based. Complex cases or disputes may require a fiduciary, tax specialist or clarification with the competent authority.
When changing may not be necessary
If the case is very simple and prefilled data is correct, a light review may be enough instead of full support.