Guides

Tax return documents: checklist for St. Gallen

Typical documents to prepare for a tax return in the Canton of St. Gallen.

Start with the previous tax return and final assessment, then collect current salary, pension and other income statements.

Prepare bank balances, interest statements, securities records, Pillar 3a certificates and pension-fund purchase confirmations. For debts, balances and interest are relevant.

Depending on your situation, work costs, training, childcare, education and medical expenses may be important.

Homeowners should prepare mortgage and maintenance documents. Foreign assets, self-employment or multiple income sources may require additional evidence.

Official information

Canton of St. Gallen ↗

Request a consultation