Easy & fast

Features Smart eTax


We have developed Smart eTax with the aim of facilitating and digitizing the cooperation with trustee offices for you. For this purpose, we have created functions that are intuitive and make it child's play to use. Get a first taste of the most important functions and the use of Smart eTax here.

Fragebogen


Durch das Fragebogens erhalten Treuhandbüros einen umfassenden Einblick in deine individuelle Situation. Unsere Smarte Plattform wandelt die Informationen aus dem Fragebogen automatisch in eine strukturierte Pendenzliste um

Fragebogen_Steuererklaerung_Smart_eTax_Mobile2

Pendenzliste


Die Pendenzliste ist eng mit dem Fragebogen verbunden und erkennt automatisch, welche Unterlagen für eine vollständige Steuererklärung benötigt werden. Sie erinnert sowohl dich als auch dein Steuerberater daran, welche Schritte noch zu erledigen sind

Smart_eTax_mobile_checkliste_steuererklaerung

Smart eTax Cloud


Die Smart eTax Cloud ermöglicht eine sinnvolle Strukturierung der Dokumente, die sowohl dir als auch deinem Steuerberater einen klaren Überblick und eine geordnete Arbeitsweise bietet

Smart_eTax_Steuerunterlagen_privat

Secure login


With Smart eTax, your data is protected at the highest security level and on Swiss servers. Here we show you the most important functions of Smart eTax and how to protect your tax data

DATA SECURITY

Das Wichtigste zuerst

First things first


In order to additionally increase the personal firewall on your end device to a maximum, we recommend the following first steps.

After that, you can move around our platform with 100% peace of mind, safely and freely - have fun!

1. install authenticator

Download Google Authenticator (recommended) or Free OTP on your mobile if you haven't already done so. We recommend the Google Authenticator, as it is much more convenient in combination with the mobile. The combination of numbers (one-time-code) can be copied and pasted during the registration process by simply tapping on it.

Smart eTax does not share any information with Google and other applications.

2. QR code / One-time code

You will receive an activation link from info@smartetax.ch. Activate it. Then you can scan the QR code with the Google Authenticator or with Free OTP. Otherwise you can copy the corresponding numeric key in the Google Authenticator under "Key".

After activating and entering the QR code or numeric key, you are absolutely safe on the road - yay!
Once set up, you can only enter the combination of numbers (one-time code) when logging in.

3. secure password

A secure password is the be-all and end-all in the digital world. Your password should meet the following conditions:

  • at least 8 characters
  • upper / lower case letters
  • Special characters
4. my.smartetax.ch

For a future  access to Smart eTax it is best to enter my.smartetax.ch in the browser on your mobile. Then save the page on your home screen. This way you will be much more efficient in the future and the access will be even faster.

Click here to login

Smart eTax on mobile


You can also use Smart eTax directly from your mobile device. This means you can get in touch with your fiduciary office at any time, even when you're on the move, and upload the necessary documents when you have them to hand.

Smart_eTax_steuerberater_suchen_mobile

Mobile

Quick Acess


Set up the Smart eTax Mobile icon on your home screen in just a few steps.

This way you can log in faster and upload documents more efficiently in the future.

Registrieren

my.smartetax.ch

Mobile browser


Enter my.smartetax.ch in your mobile browser. Log in with your email address and your personal password and add the Smart eTax Mobile icon on your home screen.

Login

add

Home screen


Under the options in the browser, you can easily add the Smart eTax Mobile icon to your home screen.

Good to know

Tips & Tricks


We want to make it as easy as possible for you to use Smart eTax and complete your tax return - so you can save time for the really important things in life!

With the following tips and tricks, you have everything you need to use Smart eTax easily and quickly.

Questionnaire

Before uploading documents for the current TAX YEAR, it is necessary to select and complete the questionnaire. Smart eTax also helps you to create your own task list. In this way, you can upload all your documents step by step and make them available to your tax office.

Take your time and don't forget to check off your tasks.

Tax Year Selector

Every time you log in, be aware of which tax year you want to be in. Because immediately after logging in, you are automatically always in the future tax year. This means that you can upload documents from the previous year that are important for the next tax return in the following year.

For the current or past TAX YEAR, you can select the year accordingly on the start page.

Traffic light system

With the automatic traffic light system, you communicate your current pending status directly to your fiduciary office. The aim is to process all tasks with the status "green".

As soon as you have completed everything and your traffic lights are green, your fiduciary office is automatically informed.

Don't forget: Check off your tasks as soon as you have completed them.

Quality

You can simply take photos of the documents for the tax return with your mobile and upload the corresponding images to your account. Today's mobile cameras achieve high image quality and this remains unchanged during the upload.

The following tips will also save you time and effort:

Clean camera lenses
Good lighting conditions
Calm hand
Quick check of the photo


Basic features

Simply & quickly explained


The features available on Smart eTax are all intuitive and are designed to maximise the collaboration with your trustee office. The basic features in particular are designed to make it easy to complete your annual tax return.

Registration process


The video (currently in German) supports you in the registration process and the secure setup of your account. In a few minutes you can start with your own account and test the first functions on Smart eTax.


Overview & important basic features


Get an overview of Smart eTax and learn about the first basic functions. We will show you how to best use the platform and provide you with all the important information.

In the " Tipps" section, you will also find all the information summarised in written form.


Features for the optimal work flow


Making it easier for you to complete your tax return is our priority. Here we show you further features that ensure a smooth work flow between you and your trust office.

If you think something is missing, let us know. Your feedback helps us to continuously develop and optimise Smart eTax. Thank you very much for your support!