Useful reading
Practical answers to questions that come up when preparing a Swiss tax return. Start with the checklist, or go straight to the topic you need.
Start with the document checklist. If you recently arrived, read about your first return after a move to Switzerland.
Read about B permits and tax at source or preparing a return after receiving a C permit.
Find the records for a home you own, ETFs and shares, foreign income and assets or a foreign pension.
Check the filing and payment guide or the steps to take after missing a tax return deadline. The deadline guide labels the tax year used in its examples.
Health insurance & tax
Compare Swiss health insurance for 2027 with Priminfo. An English guide to model labels, deductibles, the switching deadline and records for your tax return.
Read the guide 6 min readGetting started
The documents to gather, deductions to check and final review before filing.
Read the guide 7 min readPermits & tax at source
Find out when Swiss B permit holders must file a tax return, how cantonal income and wealth rules work, and what a voluntary NOV request means.
Read the guide 5 min readPermits & tax at source
Prepare your first Swiss tax return after receiving a C permit. Learn when payroll tax stops, how earlier deductions are credited and which records to collect.
Read the guide 5 min readHomeowners
Bought a Swiss home? Gather the property valuation, mortgage statement and repair bills for your first tax return, with the 2029 reform explained.
Read the guide 5 min readInvestments
Prepare your Swiss tax return with the right ETF and share documents: holdings, dividends, ICTax data, foreign broker reports and withholding tax.
Read the guide 5 min readMoving to Switzerland
Preparing your first Swiss tax return after a mid-year move: filing obligations, partial-year income, annualised tax rates and worldwide asset records.
Read the guide 5 min readBasel-Stadt Tax
Missed your Basel-Stadt tax-return deadline? Check extensions, reminders and estimated assessments, prepare your documents and keep payment deadlines separate.
Read the guide 5 min readOverseas accounts & property
An English guide to foreign bank accounts, investments, crypto and property in a Swiss tax return, with practical tips on records and reporting.
Read the guide 4 min readPensions abroad
Do foreign pensions belong in your Swiss tax return? Understand plan recognition, pension payments, UK ISAs and the documents worth gathering.
Read the guide 4 min readBasel-Stadt
Basel-Stadt tax filing and payment explained: 2025 tax-year dates, extensions, cantonal and federal bills, BalTax and the electronic tax account.
Read the guide 4 min readEach article links to official guidance. Check the rules for your canton and tax year, particularly when dealing with overseas pensions or a deadline.
