Haven´t found the Trust company for your tax return yet?

Then you are at the right place at Lanz and Partner Treuhand AG.

We look after our customers on a highly personal, trusting and sustainable basis.




 

 

 



Checklist for tax returns

Income

  • Wages - resp. Pension (including foreign ones)

  • Alimony / maintenance payments including supporting documents

  • Unemployment insurance

  • Daily allowances

  • Lottery winnings

  • Self-employment - bookkeeping (income and expenditure)

Capital

  • Bank statements as of December 31 (also from abroad)

  • Custody account statements as of December 31

  • Tax values of life insurance

  • Other assets (car, precious metals, cash, art, etc.)

Property owner

  • Tax value of property and rental value (also from abroad)

  • Rental income

  • List including supporting documents for expenses (repair, renovation)

  • Operating cost accounting

Debt

  • Credit card balance including interest

  • Personal loans including interest

  • Mortgages including interest

Deductions

  • Information on the way to work (public transport, car)

  • Training costs

  • Insurance premiums

  • List of medical expenses

  • Other doctor and dentist bills, glasses, hearing aids

  • Disability-related costs (nursing home, from level 4)

  • Donations

  • Pillar 3a, Pillar 2

  • Name and date of birth of children born in 2019

  • Childcare costs

  • Alimony / maintenance payments including supporting documents

  • Supported people

Others

  • Donations / advance payments including the amount, name, degree of kinship, date and address of the donor / recipient

  • Inheritance including the amount, name, degree of kinship, date and address of the testator

  • Pension funds received (2 pillar, 3a pillar), including the payment date

 

Receive a 20% discount

 

After successful recommendation to a new customer

we grant a one-time discount of 20% for your Tax returns