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Tax return documents: checklist for Zug

A practical checklist to prepare your tax return efficiently.

The exact documents depend on your situation. The list below covers the most common items for private individuals.

  • Prior-year assessment
  • Salary certificates
  • Bank and custody statements
  • Pillar 3a certificates
  • Pension fund purchase confirmations
  • Professional expenses
  • Health costs
  • Childcare costs
  • Debt and interest statements
  • Property documents
  • Additional income records