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 25 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: 25 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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