Do you need help with your tax return?
Fast, accurate, digital and on time
Why does professional help with your tax return make sense?
Completing your tax return is time-consuming and prone to errors, especially if you have several sources of income, assets, securities or special cases. Tax regulations change regularly and are often hard for non-specialists to keep track of.
Professional support helps you save time, avoid mistakes and present your tax situation correctly and completely. At the same time, you make sure that all permitted deductions are taken into account.
Preparing your tax return: the typical process
A well-prepared tax return follows clear steps:
- Collecting and organizing all relevant documents
- Clarifying open questions about income, assets and deductions
- Preparing or checking the tax return in line with current tax law
- Submitting it to the responsible tax authority
Structured preparation reduces queries and speeds up the assessment.
Benefits of professional support with your tax return
Specialists know the current legal requirements and what matters when declaring income, assets and deductions. This helps avoid mistakes that can lead to corrections or delays.
You also benefit from an objective assessment of your tax situation and receive pointers to optimization options within the applicable law.
Tips for a smooth tax return
- Collect documents throughout the year instead of searching for them just before the deadline
- Keep receipts complete and traceable
- Use digital filing to keep an overview
- Check deadlines early and meet them
- If in doubt, get professional support in good time
Tax return: employed or self-employed
The scope and complexity of the tax return differ depending on the form of employment. Employees usually declare their salary income and deductions, while the self-employed must also take into account a profit and loss statement and business assets.
With mixed forms of income in particular, a clean separation and correct declaration are essential.
Costs and benefits of professional tax help
The costs of professional support depend on the scope and complexity of the tax return.
In many cases, however, the effort is offset by a clear benefit: time saved, fewer queries and greater certainty in your declaration.
A correctly prepared tax return reduces the risk of additional claims or fines and gives you clarity about your own financial situation.
Why submitting on time is essential
If the tax return is not submitted on time, reminders, discretionary assessments or fines may follow. In more complex cases, this can lead to financial disadvantages.
If submitting on time is not possible, you should request a deadline extension in good time.
Digitalization and the tax return
Digital submission and electronic receipts make the tax return considerably easier. Documents can be filed in a structured way, data from the previous year can be carried over and processes can be made more efficient.
This leads to a better overview, fewer queries and smoother handling overall.
Special tax features and special cases
Certain life situations such as marriage, divorce, inheritance, property ownership, assets abroad or capital investments bring additional tax requirements.
In such cases, it is particularly important to look at the tax implications early and to record all relevant information correctly.
Tax planning beyond the current year
A good tax return does not only look at the past year; it also forms the basis for future tax decisions. If you plan early, you can make targeted use of deductions and avoid financial surprises.
Tax advice as part of your overall financial planning
Beyond the tax return, professional advice can help you classify financial decisions sensibly from a tax perspective. This includes pensions, asset structure, investments and long-term planning.
A holistic view ensures that tax aspects are not considered in isolation, but are sensibly integrated into your personal financial planning.
Frequently asked questions
What are the deadlines for submitting the tax return in Zurich?
The deadline for submitting the tax return in Zurich is 31 March of the year following the tax period. A deadline extension must be requested from the municipal tax office before the submission deadline expires and is granted until 30 November of the following year at the latest. Requests that go beyond this are rejected unless there are exceptional reasons. A deadline that has already expired can no longer be extended. Legal entities submit their tax return by 30 September.
Can I hire a tax advisor as a private individual?
Yes, as a private individual you can also hire a tax advisor to get professional support with your tax return.
How much does professional support with the tax return cost?
The cost of this service varies depending on the scope and complexity of your tax situation. Feel free to contact us by phone or email for a cost estimate.
Which documents are needed for the tax return?
Various documents are needed for the tax return, for example salary certificates, receipts for donations or special expenses, proof of capital gains or property ownership, and information on assets abroad.
How long does it take to receive a refund?
The time until the refund depends on various factors, such as when the tax office receives your tax return and how long it takes to process it.
Can I have a tax return completed retroactively?
Yes, it is possible to have a tax return completed retroactively. However, it is important to do this as soon as possible to avoid possible default interest or penalties.
What do I do if I have to make an additional tax payment?
If you have to make an additional tax payment, you will receive a notice from the tax office with information on the amount and the payment deadline.
Are donations or other special expenses tax-deductible?
Yes, donations and other special expenses can be deducted for tax purposes. It is important to find out about the specific rules and regulations for these expenses.
Can I submit my tax return electronically?
Yes, you can submit your tax return electronically and therefore without paper.
What happens if I make mistakes in my tax return?
If you make mistakes in your tax return, your tax liability may be calculated incorrectly. In this case, you should contact the tax office and clarify the situation as quickly as possible.