Obligations
Staying compliant as an expatriate
Swiss tax compliance for an individual is not a subscription service — it is four obligations, met on time, every year.
- Four duties
- No monitoring fee
- Objection window: 30 days
The four duties
What Swiss law actually asks of you
Four things, in order. Everything a compliance service sells you is one of these, or it is not compliance.
Know whether you must file
C permit holders and Swiss-married residents file a return. Taxed at source? Above CHF 120,000 of gross income a return becomes mandatory; cantons add their own thresholds for wealth and income not taxed at source.
Declare worldwide income and assets
A Swiss return covers what you earn and own everywhere — foreign accounts, property and investments included. Omitting them is the most common, and most avoidable, compliance failure.
Meet the deadlines
Most cantons expect the return by 31 March; extensions are routinely granted when requested in time. The 31 March deadline for requesting an ordinary assessment under tax at source has no extension.
Check the assessment
In the months after filing, the tax office sends its assessment (Veranlagungsverfügung). It deserves a line-by-line comparison against the return — objections have a 30-day window.
With us
How an engagement keeps you compliant
Compliance is a by-product of doing the return properly. There is no separate monitoring fee, because there is nothing separate to monitor.
Free assessment — no obligation
Tell us your situation
A senior Swiss tax expert reads it personally and replies within one business day with a fixed price for your return.
Emanuel Flury
Founder & Senior Tax Consultant
Your return is prepared by a named senior consultant who stays with your file — not passed down to junior staff.
What you get either way
Word photograph: Bundeshaus in Bern 2022 by August Geyler, CC BY-SA 4.0, via Wikimedia Commons.