Templates to take away
Excel for calculating, PDF for printing and ticking off. No sign-up, no e-mail address.
Deductions checklist
PDF · Individuals
What can be deducted in a Swiss tax return in the first place, and which receipt you need for it. Deliberately without amounts: these vary by canton and year. We check individually what counts in your case.
- Seven sections from work expenses to donations
- The right receipt for every deduction
- To tick off before you start
Household budget plan
Excel · Individuals and families
Income, fixed and variable expenses in one spreadsheet, with built-in formulas. You type in the monthly values; annual values and totals are calculated for you.
- 29 input lines in three sections
- Monthly and annual values automatically
- The three items almost everyone is missing
Tax return checklist
PDF · Individuals in Zug, Zurich and Lucerne
What you need to gather before the tax return is filled in, sorted by basics, income, assets and deductions. To tick off.
- Four sections with tick boxes
- The ten usual deductions at a glance
- The three most commonly forgotten deductions
Documents for the credit application
PDF · Anyone who wants to apply for a personal loan
Which documents a financing institution wants to see, divided by employment and housing situation. The same logic our application uses.
- Separated by employment, self-employment, pension
- What applies to renting and what applies to home ownership
- The three mistakes that hold up an application
Receipts and expenses overview
Excel · Businesses: sole proprietorships and SMEs (GmbH, AG)
One line per receipt, 60 lines per sheet. VAT is calculated from the amount and rate, you only need to enter what is on the receipt.
- VAT calculated from the gross amount
- Drop-down lists for rate and payment method
- Column for expenses paid privately
The templates are aids for planning and preparation. They do not replace financial or tax advice.