• Completed client form (name, address, marital status, AHV number)
• Copy of ID card or passport
• Residence permit (if not a Swiss citizen)
• Date of any marital status changes
• Children living in the same household, including dates of birth
• Tax return & assessment of the previous year

• Salary statements from all employers
• Certificates for daily allowances (ALV/IV/sickness benefits)
• Pension statements (AHV/IV/pension fund)
• Income from side jobs or self-employment
• Documents for securities, portfolio statements & dividends
• Cryptocurrencies: annual statement & balances as at 31 December
• Contributions to pillar 3a / pension fund (BVG) buy-ins

• Bank statements of all accounts
• Annual summary of credit cards
• Portfolio statements
• Cash, gold & precious metals
• Vehicles (make/model/year)
• Property documents (imputed rental value, mortgage balance)

• Mortgage loans
• Private loans
• Leasing contracts
• Credit card debts
• Other loans

• Professional expenses (if not using lump-sum deduction)
• Commuting costs (public transport or private car)
• Annual confirmation of health insurance premiums
• Medical expenses
• Donation receipts
• Contributions to pillar 3a
• Alimony / maintenance payments

• Moving into or out of the Canton/City of Zurich (with date)
• Purchase or sale of real estate
• Lump-sum withdrawals or payments into pension funds (e.g. WEF)
• Inheritance and gifts
• Death of a family member

• Letters from the tax authorities
• Open tax invoices / tax assessments
• Insurance documents (health, life, etc.)

• Power of attorney to represent you before the Zurich tax authorities
• Authorisation to file the tax return
• Authorisation to receive decisions & notifications
• Optional: power of attorney for electronic communication

UNIQUE Treuhand | SNV GROUP GmbH
These General Terms and Conditions (AGB) come into force immediately.

1. Scope
Governed by Swiss law (CO, DPA, GeBüV).

2. Mandate & power of attorney
The mandate authorises the fiduciary office to act on behalf of the client.

3. Obligations of the client
The client must provide all required documents completely and on time.

4. Services
Provided with due diligence according to Art. 398 CO.

5. Fees
Billed according to time spent or flat fee. Payment term: 10 days.

6. Liability
Liability only in cases of gross negligence or intent.

7. Data protection
Processed according to the Swiss Data Protection Act (2023) & archived according to GeBüV.

8. Duration of the agreement
Indefinite duration, terminable at any time.

9. Place of jurisdiction
Zurich. Swiss law exclusively applies.

Welcome on board!
We look forward to a successful cooperation.
If you have any questions, we are always at your disposal.