Comprehensive Guide: What Do I Need for My 2023 Tax Return?


Tax season often raises questions like, "What do I need for my tax return?" This guide outlines all the necessary documents you’ll need to file your 2023 tax return. With a complete set of tax documents, you can ensure you're making the most of any deductions and benefits available.
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Income Tax Documents:

  • Salary Statement: For both primary and secondary employment
  • Self-employment Income: If applicable
  • Employee Stock Options: Separate from the salary statement, including asset value
  • Alimony Payments Received: From your ex-partner
  • Daily Allowances: Sick pay and accident insurance payouts
  • Unemployment Benefits
  • Rental Income from Real Estate: List of rental income and tenant details
  • Pension Certificate: For 1st Pillar (AHV/IV/EO), 2nd Pillar (Pension Fund), and 3rd Pillar (Annuities or disability benefits)

 

Practical tip: Collect receipts digitally and save time using your mobile with Smart eTax.

 

Deductible Tax Documents:

  • Work Expenses: Travel costs or other self-paid business expenses
  • Educational Expenses: Costs related to professional education and training, lunch expenses, etc.
  • 3rd Pillar Certificate
  • Pension Fund Purchase Certificate
  • Health Insurance: Overview of premiums and costs
  • Private Debts: Mortgages and loans
  • Childcare Costs
  • Alimony Paid
  • Donations
  • Contributions to Political Parties
  • Weekly Commuter Status

 

Wealth Tax Documents:

  • Bank Statements: Worldwide, as of December 31st
  • Securities Portfolio: Funds, stocks, bonds, etc.
  • Cryptocurrency Holdings
  • Real Estate: Tax value of the property
  • List of all Vehicles
  • 3b Life Insurance: Certificate of surrender value
  • Loan Agreements
  • Company Shares

 

Capital Payment Tax Documents:

  • 3rd Pillar: Capital withdrawals
  • Pension Fund: Capital withdrawals
  • Accident and Liability Cases: Capital payments
  • 3b Life Insurance: Capital withdrawals
  • Inheritance, Gifts, and Advances on Inheritance

 

How Long Should I Keep My Tax Documents?

We recommend keeping tax documents for up to 10 years if you do not own any property. If you do own property, you should keep records of any investments made until the sale of your property, as you may be able to deduct these when you sell.

 

Digital Document Management with Smart eTax

Many people wonder, "What documents do I need for my tax return?" and "What do I need for a tax return?" Smart eTax answers these questions by providing you with a step-by-step guide and a personalized checklist. This tool makes it easy to manage all your documents digitally and access tax advisors across Switzerland directly from your mobile device or desktop.

Filing your tax return correctly and completely becomes much easier with a clear overview of the required documents. This guide is designed to help you avoid missing any important paperwork and make the tax return process as efficient as possible.

For further information, our experts are at your disposal. Contact Smart eTax.

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