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Step 5 of 5Review

Step 5 of 5 · Final check

Review & export

Every field below matches your cantonal tax software. Confirm each section, then download a file you can import directly.

31

Ready to import

4

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3

Optional — add if it applies to you

Double-check list

Click each item after you compare it with your original document. The counter updates immediately.

Tax ID / PID

Personal & civil data · Current value: Add for direct import

Securities portfolio

Securities & bank assets · Current value: CHF 12,450 · 4 positions

Dividends (gross)

Securities & bank assets · Current value: CHF 312.50

Withholding tax reclaim (35%)

Securities & bank assets · Current value: CHF 109.40

Commuting costs

Deductions · Current value: CHF 1,840

Medical & dental expenses

Deductions · Current value: Not provided

Further education

Deductions · Current value: Not provided

Personal & civil data

Section 1 in every cantonal tax form

7/8 ready
  • Full name
    Lukas Meier
  • Date of birth
    14.03.1986
  • AHV / social security no.
    756.1234.5678.97
  • Civil status
    Single
  • Confession (church tax)
    Reformed (ref.)
  • Address on 31.12.2024
    Aeschenvorstadt 24, 4051 Basel
  • Canton / municipality
    BS · Basel
  • Tax ID / PID
    Add for direct import

Income from employment

From your Lohnausweis / certificat de salaire

6/6 ready
  • Gross salary (field 8)
    CHF 110,000
  • AHV / IV / EO / ALV (field 9)
    CHF 6,215
  • BVG / 2nd pillar (field 10a)
    CHF 7,920
  • Net salary (field 11)
    CHF 95,865
  • Withholding tax (field 12)
    CHF 0
  • Employer
    UBS Switzerland AG · CHE-101.329.561

Other income

Self-employment, side jobs, benefits

3/3 ready
  • Self-employed income
    None reported
  • Unemployment / IV / EO
    None reported
  • Alimony received
    None reported

Securities & bank assets

Wertschriften- und Guthabenverzeichnis (DA-1)

2/5 ready
  • Bank accounts (balance 31.12.)
    CHF 24,180 · UBS, ZKB
  • Interest income
    CHF 38.20
  • Securities portfolio
    CHF 12,450 · 4 positions
  • Dividends (gross)
    CHF 312.50
  • Withholding tax reclaim (35%)
    CHF 109.40

Real estate

Liegenschaften — only if you own property

3/3 ready
  • Owned property
    None declared
  • Imputed rental value (Eigenmietwert)
    —
  • Mortgage interest
    —

Deductions

Sozialabzüge & Berufsauslagen

5/8 ready
  • Pillar 3a contributions
    CHF 7,056 · VIAC
  • Health & accident insurance premiums
    CHF 2,400 · SWICA
  • Professional expenses (lump sum)
    CHF 2,000
  • Commuting costs
    CHF 1,840
  • Childcare (Kinderbetreuung)
    CHF 1,000
  • Donations to recognised charities
    CHF 524 · Caritas
  • Medical & dental expenses
    Not provided
  • Further education
    Not provided

Wealth / Vermögen

Total per 31.12.2024

5/5 ready
  • Cash & bank
    CHF 24,180
  • Securities
    CHF 12,450
  • Pillar 3a balance
    CHF 38,210
  • Vehicles / other assets
    CHF 8,500
  • Debts (consumer credit, etc.)
    CHF 0

Export for your canton

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Final submission to the cantonal tax office remains your responsibility.

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