Filing tax declaration on one's own - advice needed

Finance, Taxes, Banking, Insurance and Retirement
21
Why not get a pro to do it this year then next you just copy it and change the numbers to reflect any change in circumstances.

22

Any suggestions of which pro?

23
Depends. Employed, no real estate, just bank acounts and some securities (including crypto) ? This can be had for CHF 150 or less, because it is truley just punching in some numbers.

24

Don't go with the big ones, they will charge a fortune, are not very intelligent when it comes to a standard Swiss (simple) tax declaration and in any case they feel themselves well above this !

Find a small fiduciaire company in your area, it will pay dividends if you have it done and submitted by them, at least for first time after which it isn't really so complicated for a salary person with or without property.

25
I live in VD and have found the guys in the tax office to be generally helpful and pleasant enough. Whenever I've had questions, they've responded quickly and intelligently.

One year I added a 0 to one of my bank accounts. They got back asking for an explanation for the sudden increase in wealth. I explained the error, including a copy of the corresponding bank statement (since a few years in VD we don't need to provide documents such as bank statements) and they promptly corrected my declaration.

26

That works if you ask them but they don't check all of the declarations unless there is a significant difference between years, which in your case there obviously way.

For a simple VD tax declaration, it will cost around Chf 150-200.-- it will make your life very easy and the subsequent years you just copy it and add the new figures.

An accountant may very well find things that you could deduct but you didn't know, so sometimes a meager Chf 200.-- could be considered well spent

27
This will be my first tax declaration in ZH, but in VD it was really simple. Each year they sent me back their calculation, giving me 30 days to object. Usually it was just a copy of my declaration, but once or twice they rejected a few hundreds of deductions.

28
Did Geneva déclaration last year. Dreading to do it again this year. But then again, the tax software was easy enough. The dread is always from actually sitting down and getting started, then it gets fun. Mind you I have to do a US declaration, had to do a UK declaration and a Swiss declaration last year. Oodles of fun.

They asked for proof of everything in Geneva, even my FTX crypto holdings (this year will probably ask where my cryptos went ) . All real estate, bank debt etc... I've done it all. Hopefully this year all of that will be saved in the software so I don't have to do it again.

Unless I am a real mug, it's not like there are millions of deduction you can take that are hidden and you just don't know about... They ask in their questionnaires about most of the stuff anyways and will apply the deduction in the software themselves. How many kids, deduction for meals at work etc..

Just get cracking on their website and play around with the software.