My Tax Return

Prepare your tax return easily

With this form, you can send your documents to ProBudget in just a few clicks.
Simply upload your files into the corresponding sections (income, insurance, bank, housing, etc.).

Accepted formats are PDF, JPG, and PNG, up to 5 MB per file.
Once completed, submit your form and we will take care of the rest.

Step 1: Identity

Where to find your control code?

Step 2: Document Upload

Allowed formats: PDF, JPG, PNG. Max size: 5 MB per file.

01 – Miscellaneous (including tax return form)
02 – Previous year tax return
03 – Previous year tax assessment
04 – Study / apprenticeship certificate (adult children)
05 – Dependent proof
06 – Household inventory value (ECA)
07 – Vehicle value
08 – Salary certificate
09 – Unemployment benefit certificate
10 – Pension certificate (AHV, LPP, life annuity)
11 – Continuing education proof
12 – Alimony received
13 – Property maintenance costs
14 – Mortgages
15 – Credit card statement
16 – Bank accounts, securities, lottery winnings, etc.
17 – Alimony paid
18 – Medical expenses (including nursing homes)
19 – Donation receipts
20 – 3rd pillar certificate
21 – Pension buyback (LPP)
22 – Rental lease copy
23 – Childcare costs
24 – Donation receipts
25 – Health insurance premiums
26 – Paid tax prepayments (relevant year)

Step 3: Comments / Details

Sending…

You can also download the full checklist,
gather your documents according to the indicated categories, and then send them to us by e-mail or in person, as you prefer.

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ProBudget SA is licensed as an insurance intermediary by FINMA under registration number F01352211.

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