What Claude Agent does — and does not
PaperTax uses Claude Agent (by Anthropic) to read your uploaded Swiss tax documents (salary certificates, pillar 3a statements, bank statements, pension and insurance forms), extract the relevant values, and generate a field-by-field guide for your canton's official tax application (for example VSTax in Valais, ZHprivateTax in Zurich, or whichever app your canton uses). It then answers follow-up questions in chat.
The AI does not submit your return, provide licensed tax advice, give legal opinions, access external databases, know your full financial picture, or replace a human expert. It only sees the documents you upload. If a document is missing, the guide will be incomplete — and the AI may not tell you it is.
Limitations and your responsibility
AI models produce incorrect output. OCR may misread numbers in handwritten or low-quality scans; the AI's training has a cutoff date and may not reflect the latest cantonal circulars or legislative amendments; edge cases and unusual deductions may be handled incorrectly; and individual tax authority interpretations are not known to the AI.
When to consult a professional
If your situation is anything other than a straightforward salaried return, or if you are unsure at any point, consult a certified Swiss tax advisor. When in doubt, ask a human.
You can find one via Treuhand Suisse or Expert Suisse. Your cantonal tax office also provides free basic guidance for simple situations.
About Claude Agent and data handling
Claude Agent is built by Anthropic, Inc. (San Francisco, USA). When you use PaperTax, the content of your uploaded tax documents and your chat messages are transmitted to Anthropic's API in the USA so Claude Agent can read them. This US transfer is governed by Standard Contractual Clauses.
- Anthropic does not use your documents or conversations to train its AI models — this is guaranteed under our API agreement.
- Anthropic may retain API inputs and outputs temporarily (typically up to 30 days) for safety and abuse monitoring, as described in Anthropic's commercial terms. We do not have a zero-data-retention arrangement with Anthropic.
- Anthropic's approach to safety: anthropic.com/safety
The AI generates guidance — it does not make legally binding decisions about you. You review and enter all information yourself, so nFADP Art. 21 automated decision-making provisions do not apply.