employee full name
period from
period to
salary field 1
gross salary field 8
ahv iv eo alv nbuv field 9
employee pillar 2 regular field 10 1
net salary field 11
Observations
A sample return
One employer, a first year of IBKR stocks, pillar 3a, health insurance — a complete return for a fictional filer in Lausanne.
The note he wrote on upload
“First year declaring stocks — opened an IBKR account in January. Pillar 3a at my employer's foundation. Same apartment in Lausanne all year.”
The documents
Expand a row to see the document next to what was read from it.
The guide
One card per document. Each entry is a field in the canton's official tax app, the value to type, and the steps to get there. Check entries off as you enter them.
Salaire net (net salary)Chiffre 11
72'860
- Copy chiffre 11 from the certificate — the net amount, after social deductions.
- Don't subtract anything yourself: the official app derives the deductions.
Période d'emploi (employment period)
01.01 – 31.12.2025
- Confirm the full-year period so nothing gets annualised twice.
0 of 2 entered into eTax
Steuerauszug (tax statement)eCH-0196
1 PDF
- Attach the statement in the securities section of your tax app.
- Positions, income and DA-1 values import from it — nothing to type by hand.
Total de contrôle (check total)
39'351
- After the import, the securities total should read 39'351 — broker cash is already inside.
0 of 2 entered into eTax
Cotisations 3a (contributions)
Below the CHF 7'258 maximum for employees with a pension fund in 2025.
6'000
- Type the attested amount and keep the certificate — it's a justificatif (supporting document).
0 of 1 entered into eTax
Corrections happen in chat
You
The Cotisations 3a value of 6'000 looks wrong. I paid more in December.
Assistant
The attestation you uploaded shows 6'000 — a December top-up may have missed it. Ask your 3a foundation for the final 2025 attestation; upload it and I'll update the entry and re-run the cap check (CHF 7'258 maximum).
And after the guide is assembled, a second review pass checks it against the documents and current cantonal rules — findings arrive the same way:
Assistant
I re-checked the guide against your documents. The KPT statement you uploaded is the 2023 Auszug, not 2025 — I removed its numbers from the guide and added a waiting card for the health-insurance premium. Ask KPT for the 2025 statement and drop it here.
Now with your real documents
Beta price: CHF 5 with code BETA90 at checkout — regular CHF 50.