Tax Checklist — Zurich

Salary certificates (and enclosures)

Employee participation statements

Professional expenses / insurance premiums form

Signed annual financial statements (balance sheet, P&L, notes) — commercial bookkeeping

Schedules of assets/liabilities, income/expenses, private withdrawals/contributions — simplified bookkeeping

Form 'Liquidation gain' (on cessation)

Worksheet 'Qualified participations in business assets' (if applicable)

Worksheet A (per bookkeeping type), enclosures per info sheet; farmers: Hi B / Hi G

Schedule of depreciations / provisions

Board members: compensation statement

Unemployed (full/partial): unemployment office certificate

Property owners: property register (+ appendices)

Heirs' communities: schedule per guidance

Business/cooperative shares: capital & income schedule

Property maintenance (actual costs instead of flat rate)

Other professional expenses (actual costs)

Charitable donations

Support/maintenance payments

External childcare costs

Pillar 3a contribution statements

AHV/IV / pension fund contribution statements (if not on the salary certificate)

'Debt list' form

Job-related education/training costs

'Health and accident costs' form

'Disability-related costs' form

Form 'Qualified participations (private assets)'

Form 'Qualified participations (business assets)'

Worksheet STAF — self-employment

Title list fully completed (all positions)

Mutation data (purchases/sales) provided

ISIN/Valor number for each position (if known)

Interest/dividend credits enclosed (term deposits, non-listed shares, GmbH/cooperative units, etc.)

Purchase/sale statements (bonds, zero-coupon, derivatives…)

Detailed bank tax lists / custody statements enclosed

DA-1 form (foreign withholding) if applicable

Transfers in/from the securities schedule consistent

Securities & assets form signed