Completing your tax form: sometime during the first two months of 2009 the last remnants of festive joy will be quelled by the sound of the 2008 tax form landing in your post box, In this article we look at how to prepare yourself to avoid the annual stress associated with filing tax returns.
| Auteur | Donnellon, Brien |
| Fonction | MONEY |
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Before starting on your form or delegating it to an accountant, ensure you have all the required paperwork at hand. We recommend you prepare a file or large envelope and put aside the relevant documents, especially your end-of-year bank statements as they arrive in the January post
What follows is a checklist containing the most important information required to complete your form.
General information
* Copy of your last tax form
* Names and dates of birth of your spouse and children, plus any person you are financially responsible for (if different from last year's tax form)
* Your official address as of December 31st and details if a move has taken place during the past year
* Your religion(s)
Income
* Salary declaration (end-of-year salary summary sent by your employer)
* Details of other income not declared on your salary sheet (from a spouse or other job) in and out of Switzerland
* Income from insurances (state pension, company pension, annuities, etc.)
* Bank statements of annual interest
* Confirmation of any daily allowance (sickness, accident, unemployment benefit insurance, etc.)
* Company shares/options
* Alimony
* Income from undistributed inheritance
* Capital payments from pension funds, gifts, wills, etc.
* Lottery profits
Deductions
* Family health insurance premium (listed individually)
* Distance to work in kilometres and mode of transport to work
* Official confirmation of pillar 2 voluntary contribution (company pension), and 3a and 3b investments (personal pensions with a bank or insurance company)
* Donations to charity
* Payments for person(s) you are financially responsible for; alimony payments
* Details of charges for asset management including custody charges
* Details of interest charges on loans and credit cards interest
* Self-financed continuing education courses (spreadsheet summary with course fees, travel and accommodation receipts)
Assets
* Details of life insurances
* Year-end bank account balances
* Details about car/boat--model and year of registration, the purchase value, the current value and the purchase date (this isn't required if the car/boat is leased)
* Details of other assets (jewellery, paintings, etc.)
* Details of debts and loans
* Custody account statement
* Undistributed inheritance
* Company assets
For property owners
* Rental income derived from property
* The cantonal property income valuation, if different from the last tax period
* Statement of account from...
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