Swiss Tax Services Explained | Haug Tax & Payroll

🧾 Tax Return for Individuals

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I prepare your Swiss tax return and keep your effort to a minimum.

📝 Scope of Services

Requesting all required documents from you via email (incl. reminders)
Filing for a tax return extension with the cantonal tax authority
Preparation considering your worldwide income, assets, debt interest, and all available deductions under cantonal and federal tax law
Where applicable: intercantonal and/or international tax allocation to avoid double taxation
Delivery of the completed tax return (PDF) incl. all attachments via SecureCloud for your review
After your approval: digital or postal submission to the responsible tax authority

🔍 Documents I Need From You

Swiss tax form
Worldwide income documents (salary statements, pension confirmations, daily allowances, etc.)
Worldwide debt and mortgage interest paid during the tax period
Tax deduction documents (Pillar 3a, property maintenance, childcare costs, etc.)
Worldwide assets as of year-end
Worldwide debts and mortgages as of year-end

As a client you will receive a detailed email listing exactly which documents I need from you and for which period – including a list of all claimable deductions.

🎯 Expertise & Cantons

Over 2,000 Swiss tax returns prepared in 11 years, including complex international cases. Core expertise in:

Zurich Zug Schwyz Geneva Vaud Basel-Stadt

Other cantons (Aargau, Bern, Graubünden, Lucerne, Schaffhausen, St. Gallen, Ticino, Thurgau, Valais) on request.

                        💡 Tip: Submit all documents in one go and receive a CHF 50 discount on your tax return.
                    

→ View Pricing → Free Initial Consultation

🏠 Real Estate Tax Return (Residence Abroad)

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You live abroad and own a Swiss property? I handle it for you.

🔍 What You Need to Know

As a non-resident, you are subject to limited tax liability in Switzerland. Only the officially determined deemed rental value / rental income and the tax value of the Swiss property are taxed – after all applicable deductions.

In almost all cantons, your worldwide income, paid debt and mortgage interest, and year-end assets and liabilities must still be declared. Everything not directly related to the Swiss property is excluded from Swiss taxation under the progression proviso – it only flows into the determination of your applicable Swiss tax rate.

Some cantons only require a declaration of the property and directly associated income and costs. It is therefore worth clarifying the cantonal specifics before we begin.

📋 Documents Required

In addition to the standard documents (worldwide income, assets, debts), the following are specifically needed for the property:

Officially determined deemed rental value and tax value of the property
Mortgage interest paid for the property
Property maintenance, renovation work, or third-party management costs
Outstanding mortgage balance for the Swiss property as of year-end
For rental income: rental agreements and payment records

As a client you will receive a detailed email listing which specific documents I need. Feel free to reach out with any questions at any time.

📝 Scope of Services

Free initial call to clarify cantonal specifics and agree on scope
Preparation of the real estate tax return incl. intercantonal tax allocation where required
Review of all relevant deductions (maintenance, interest, management costs)
Delivery via SecureCloud for your review, then submission to the tax authority after your approval

→ Pricing from CHF 650 → Free Initial Consultation

✈️ Tax Advisory for Expatriates

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Tailored advice from a long-standing advisor to international professionals.

📬 Tax Representation with Power of Attorney

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I handle all your tax correspondence – you don't have to worry about a thing.

🔑 What the Power of Attorney Covers

With a tax power of attorney, I am authorised to represent you before the Swiss tax authorities. All correspondence is sent directly to me. The power of attorney covers:

Receipt & review of all correspondence from the tax office
Review of provisional invoices (cantonal, municipal and federal tax) and final tax assessments
Requesting copies of assessments and tax invoices from the tax authority
Forwarding with explanations & recommendations via SecureCloud
Translation into English upon request
For tax requests: forwarding with a clear explanation of what documents are needed

Note: Tax requests, objections, payment plans, and adjustments to provisional invoices are not included in the base price and are handled at an additional charge. The power of attorney remains valid until revoked – you can withdraw it at any time.

✅ What This Means For You

Peace of mind: I review all tax invoices and assessments for accuracy. If changes have been made, I explain what changed and whether an objection is recommended.
Quick turnaround: Correspondence is reviewed within a few days of receipt and forwarded to you via SecureCloud.
Clear communication: I explain everything in plain language – in English if preferred.
No effort on your part: Tax post goes directly to me – you don't have to deal with the tax office at all.

📝 Setup in 3 Steps

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1. Form

I provide you with a power of attorney form made out to you

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2. Signature

You sign (and spouse if married) and send me a scan

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3. Done

I file the power of attorney – no further effort from you

→ Set Up Power of Attorney

💰 Partial Reclaim of Swiss Withholding Tax

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Residence abroad – 35% withholding tax on Swiss accounts and portfolios? Apply for a partial refund.

Individual Swiss Tax Services Explained

How It Works

1. Contact

2. Documents

3. Preparation

4. Submission

🧾 Tax Return for Individuals

📝 Scope of Services

🔍 Documents I Need From You

🎯 Expertise & Cantons

🏠 Real Estate Tax Return (Residence Abroad)

🔍 What You Need to Know

📋 Documents Required

📝 Scope of Services

✈️ Tax Advisory for Expatriates

🌍 Why Expatriates Need Special Support

🤝 What I Do For You

📬 Tax Representation with Power of Attorney

🔑 What the Power of Attorney Covers

✅ What This Means For You

📝 Setup in 3 Steps

💰 Partial Reclaim of Swiss Withholding Tax

📋 Critical Condition

📝 What I Handle For You

The First Step to Less Tax Stress