{"id":566,"date":"2019-12-24T11:13:52","date_gmt":"2019-12-24T10:13:52","guid":{"rendered":"http:\/\/www.taxadvice.ch\/questionnaire-pour-la-declaration-dimpot-2018\/"},"modified":"2026-02-24T12:27:04","modified_gmt":"2026-02-24T11:27:04","slug":"checklists-for-the-2025-tax-return","status":"publish","type":"post","link":"https:\/\/www.taxadvice.ch\/en\/checklists-for-the-2025-tax-return\/","title":{"rendered":"Checklists for the 2025 tax return"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.5&#8243; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; hover_enabled=&#8221;0&#8243; z_index_tablet=&#8221;500&#8243; text_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; text_text_shadow_vertical_length_tablet=&#8221;0px&#8221; text_text_shadow_blur_strength_tablet=&#8221;1px&#8221; link_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; link_text_shadow_vertical_length_tablet=&#8221;0px&#8221; link_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ul_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ul_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ul_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ol_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ol_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ol_text_shadow_blur_strength_tablet=&#8221;1px&#8221; quote_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; quote_text_shadow_vertical_length_tablet=&#8221;0px&#8221; quote_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_2_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_2_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_2_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_3_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_3_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_3_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2>Checklists for the 2025 tax return<\/h2>\n<p>We have prepared several transcriptable checklists for you, to help you gather the documentation and information required for the tax return. Please note that the <a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_general.pdf\" target=\"_blank\" rel=\"attachment wp-att-3643 noopener\">general questionnaire<\/a> has to be completed by everyone.<\/p>\n<p>More specific and detailed checklists are available depending on your own, personal situation. For those of you who hold investments but do not receive fiscal bank statements\u00a0from\u00a0the bank,\u00a0excel worksheets are available for download to conveniently summarize your holdings.<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_general.pdf\" target=\"_blank\" rel=\"attachment wp-att-3643 noopener\">general questionnaire<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_salary.pdf\" target=\"_blank\" rel=\"attachment wp-att-3603 noopener\">you are employed<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_self_employed.pdf\" target=\"_blank\" rel=\"attachment wp-att-3605 noopener\">you are self-employed<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_pension.pdf\" target=\"_blank\" rel=\"attachment wp-att-3599 noopener\">you receive a pension<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_real_estate.pdf\" target=\"_blank\" rel=\"attachment wp-att-3601 noopener\">you are a homeowner<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_debts.pdf\" target=\"_blank\" rel=\"attachment wp-att-3591 noopener\">you have debts<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_investments.pdf\" target=\"_blank\" rel=\"attachment wp-att-5286 noopener\">you have investments<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_tableau_investments.pdf\" target=\"_blank\" rel=\"attachment wp-att-3607 noopener\">investments (excel spreadsheet)<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_other_income.pdf\" target=\"_blank\" rel=\"attachment wp-att-3650 noopener\">other income, deductions and assets<\/a><\/li>\n<li><a href=\"https:\/\/www.taxadvice.ch\/wp-content\/uploads\/2025_departure_arrival.pdf\" target=\"_blank\" rel=\"attachment wp-att-3593 noopener\">if you are leaving or arrived (in) Switzerland in the course of the year<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Here is an\u00a0<a href=\"\/wp-content\/uploads\/Index-E.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">index<\/a> to print to help you file your documents.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Checklists for the 2025 tax return We have prepared&#8230;<\/p>\n","protected":false},"author":3,"featured_media":5231,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[4],"tags":[],"class_list":["post-566","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/posts\/566","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/comments?post=566"}],"version-history":[{"count":68,"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/posts\/566\/revisions"}],"predecessor-version":[{"id":6453,"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/posts\/566\/revisions\/6453"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/media\/5231"}],"wp:attachment":[{"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/media?parent=566"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/categories?post=566"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.taxadvice.ch\/en\/wp-json\/wp\/v2\/tags?post=566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}