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What counts as wealth in a Swiss tax return?

Taxable wealth covers more than a savings account. A complete overview helps you choose the appropriate package and prepare the relevant evidence.

01

Financial assets

These may include bank balances, securities, ETFs, participations, cryptoassets and other reportable values. Statements should clearly cover the relevant tax period.

02

Property and mortgages

Apartments, houses, holiday homes and rental property require their own details and supporting records. Mortgages and related costs also form part of the overall picture.

03

Choosing the right package

If you need to declare wealth or property, choose the corresponding local.tax package. Unclear or particularly complex situations are reviewed personally before payment.

Ready to start your tax request?

Choose the appropriate package, answer the guided questions and upload your available documents securely.

Start your tax request