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How we work

How we ensure quality in your tax return

Quality is not created at the end, but at every stage of processing. This page shows how we classify, check and clarify your details and file only after your approval.

The short answer

We work in four stages: classifying your details, reviewing documents in a structured way, clarifying queries and deductions, approval and filing. Each stage has a clear result that the next stage builds on – so it always remains traceable what the declaration is based on.

The process matches the steps on How it works, but looks at them from a quality perspective: what is checked, who checks it and what happens before anything reaches the tax office.

Four stages up to filing

Each stage ends with a defined result.

01

Classifying your details

Result

You know what is needed and what the processing costs.

First we get a picture of your starting position: canton of residence, marital status, employment situation, properties, pension provision and any special features such as a move or a secondary occupation. Only once it is clear which case applies do we determine which forms and which documents are needed at all.

  • Assignment to a specialist familiar with your canton
  • Clarification of marital status, residence and tax year
  • Determining which forms are relevant
  • Confirmation of the fixed price before processing
02

Reviewing documents in a structured way

Result

Missing or unclear points are recorded before anything is declared.

Your documents are not simply typed in but gone through in order: salary certificates, bank and pension statements, property documents and receipts for deductions. This reveals whether a document is missing, a period is not covered or a detail does not fit the overall picture.

  • Completeness check along a fixed sequence
  • Matching receipts against the tax year
  • Detecting gaps, duplicate entries and contradictions
  • Entering the details in the cantonal form
03

Clarifying queries and deductions

Result

The declaration is based on documented details, not on assumptions.

We clarify open points directly with you – in plain language and without jargon. At the same time we check which deductions are permissible in your canton and in your situation and which evidence is needed to support them. We only claim what is covered by your documents.

  • Targeted queries instead of generic checklists
  • Review of the deductions permissible in your canton
  • A note if a receipt for a deduction is missing
  • An explanation of why an item is declared the way it is
04

Approval and filing

Result

Nothing is filed without your express approval.

Before filing, you receive the finished tax return for review. You check that everything matches your details and approve it. Only then do we file it with the responsible cantonal tax office. On request, we take care of the deadline extension beforehand.

  • Plausibility check before it is presented to you
  • Review and approval by you
  • Filing with the responsible tax office
  • Free deadline extension if more time is needed

Cantonal classification as the basis

The Confederation, canton and municipality tax according to different rules. That is why every job begins with the question of which canton is responsible and which special features apply there: which deductions are provided for, which enclosures the tax office requires, which filing deadline applies and how a deadline extension is handled.

In the event of a change of residence during the tax year, properties in another canton or income from abroad, we clarify the jurisdiction before any figures are entered. This classification prevents the most common corrections after the fact.

You will find the key facts for each canton in the canton overview.

Checks before approval

Before the tax return is presented to you for review, two kinds of checks take place: plausibility checks of the figures entered – such as matching salary, pension contributions and asset balances against the receipts submitted – and a personal review of the declaration by a specialist.

Irregularities lead to a query, not to an assumption. Where an item is not documented, it is not declared; where an interpretation is possible, we explain the basis to you. The final decision rests with you: nothing is filed without your approval.

We cannot promise the outcome of the assessment – that judgement lies with the tax office. What we do guarantee is a careful, documented and traceable declaration.

What you contribute

  • A brief description of your situation in the request form
  • Your documents for the tax year, as complete as possible
  • Replies to our queries
  • The review and approval before filing

What we take care of

  • Assignment to a specialist with cantonal knowledge
  • Entry in the cantonal form including enclosures
  • Review of the permissible deductions and the securities register
  • Deadline extension and filing with the tax office

What happens before approval

  • Check that the enclosures are complete
  • Plausibility checks of the figures entered
  • Personal review of the declaration by a specialist
  • Compilation of the documents for your review

Your tax return in good hands

Tell us about your situation in the request form – free of charge and without obligation.

Request your tax return