Tax Declaration Form Template for Switzerland

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Tax Declaration Form

"I need a Swiss Tax Declaration Form for the 2025 tax year that includes sections for declaring income from both my Swiss employer and my foreign rental property in France, along with my investment portfolio spanning multiple countries."

Document background

The Tax Declaration Form is a mandatory annual submission requirement in Switzerland, used to report taxable income, wealth, and claiming applicable deductions under Swiss tax legislation. This document is fundamental to Switzerland's tax system, which is characterized by its federal structure where taxes are levied at federal, cantonal, and municipal levels. The form must be submitted by both resident individuals and entities, covering various sources of income, worldwide assets for residents, and Swiss-sourced income for non-residents. It serves as the basis for tax assessment and must comply with the Federal Direct Tax Act, Federal Tax Harmonization Act, and specific cantonal tax laws. The document is particularly significant given Switzerland's wealth tax requirements and international tax reporting obligations.

Suggested Sections

1. Personal Information: Taxpayer's details including name, address, social security number, marital status, and family composition

2. Employment Income: Declaration of all income from employment, including salary, bonuses, and benefits in kind

3. Financial Income: Income from bank accounts, investments, dividends, and interest

4. Real Estate: Details of owned properties, rental income, and property maintenance costs

5. Deductions: Standard deductions including professional expenses, insurance premiums, and pension contributions

6. Assets Declaration: List of all assets including bank accounts, securities, properties, and valuable items

7. Liabilities: Declaration of debts, mortgages, and loans

8. Summary and Calculation: Final calculation of taxable income and wealth, tax due or refund amount

Optional Sections

1. Self-Employment Income: For taxpayers with self-employment income, including business profit/loss and professional expenses

2. Foreign Income: For declaration of income earned abroad or foreign assets, including foreign tax credits

3. Pension Benefits: For retirees receiving pension payments or those with early withdrawal of pension funds

4. Inheritance and Gifts: For declaring received inheritances or gifts during the tax year

5. Agricultural Income: For taxpayers with income from agricultural activities

6. Partnership Income: For those with income from partnerships or joint ventures

7. Disability Deductions: For taxpayers with disability-related expenses or benefits

Suggested Schedules

1. Schedule A - Detailed Salary Certificate: Official salary certificate from employer(s) showing detailed breakdown of employment income

2. Schedule B - Securities Portfolio: Detailed list of all securities, investments, and their respective income

3. Schedule C - Real Estate Schedule: Detailed information about each property owned, including rental income and expenses

4. Schedule D - Professional Expenses: Itemized list of professional expenses for employed persons

5. Schedule E - Self-Employment Details: Profit and loss statement, balance sheet for self-employed persons

6. Appendix 1 - Bank Statements: Year-end statements from all bank accounts

7. Appendix 2 - Insurance Certificates: Proof of insurance premium payments and pension contributions

8. Appendix 3 - Foreign Income Documentation: Supporting documents for foreign income and assets

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

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Authors

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