How PaperTax helps you prepare your tax return

PaperTax reads many kinds of tax documents. You can upload them together, without sorting them or labelling the fields. These are examples of the documents it can use to build your guide:

• Salary certificates and statements of income from additional work
• Unemployment, loss-of-earnings and family allowance statements
• Broker statements showing investments, dividends and foreign withholding tax
• Pillar 3a contribution certificates from your bank or pension foundation
• Swiss and foreign bank statements showing balances and interest
• Health insurance premium certificates and receipts for medical costs you paid yourself
• Property records, rental income, maintenance invoices and annual statements for co-owned buildings
• Mortgage and other loan statements showing balances and interest paid
• Pension fund statements, pension payments and certificates for pension buy-ins
• Life insurance statements showing the value of your policy
• Childcare, education, professional training and donation receipts
• Records of self-employment income and business expenses
• Records of maintenance payments you paid or received
• Your canton’s filing notice, previous tax returns and tax assessments

You can also add tax documents that are not listed here. PaperTax identifies them automatically and uses the information it can read in your guide. If a document is unclear or information is missing, the guide explains what needs checking or adding.

The guide has a card for each document. A card lists the information to enter, the field names used in your cantonal app and instructions for finding those fields. It also explains relevant deduction limits and calculations the cantonal app performs.

When the guide is built, a second pass reads it back against your documents. It looks for the wrong year, missing months, and values that do not match the paperwork.

Convert an Interactive Brokers, DEGIRO, Charles Schwab, Swissquote or Freedom24 export into an electronic tax statement in the Swiss eCH-0196 format. Import the PDF into a compatible cantonal tax app to fill in your holdings and income, then check the imported values.

PaperTax supports all 26 cantons and federal tax. Explanations are available in English, French and German. Field names keep the official language of your cantonal app so you can match the instructions to the fields on screen.

• We focus on individuals, not companies. Complex situations need a human advisor.
• We don't integrate with your bank or the tax authority. You bring the documents, and you file yourself.
• The detail and verification of guidance vary by canton. Check the instructions against your canton’s published guidance.
• The guide can contain errors. Check its instructions and amounts before using them in your return.