Documents & Links

This checklist helps you gather all the documents you need for your tax return: from your salary certificate to bank statements and pension certificates. This helps you avoid queries from the tax office and delays in your assessment.

The systematic preparation of your annual financial statements: control questions on payroll accounting, social insurance, expenses, withholding tax and accruals. This ensures all documents are complete before the statements are prepared.

The official salary certificate template in line with the requirements of the Federal Tax Administration, for you to complete for your employees.

The broker mandate is the basis of our collaboration: it sets out our duties and your rights, and ensures transparency in how we manage your insurance matters.

The legally required information under Article 45 of the Insurance Supervision Act: who we are, how we are compensated, and how we handle your data.

Record a vehicle claim completely and correctly: details of the vehicle, parties involved and the course of events. Send it to us once completed and we'll forward the report to the insurer and support the process.

After an accident, a fast and correct report is essential. With the fillable SUVA claim form you record all the details about the insured person, the employer and how the accident happened. Fill it out and send it to us or directly to the insurer.

With this form we record the key details of your business for a pension fund quote: headcount, salaries and the desired pension plan. On this basis we obtain comparable quotes from providers.

If your move to self-employment is supported by unemployment insurance, you can apply for special daily allowances for the planning phase: up to 90 daily allowances (18 weeks), during which you can focus on building your business without having to look for a job. Important: during this phase you may not yet be operationally active. Here you'll find the official application form.

This authorisation legally secures the use of your vehicle by another person, whether private or business. It contains details of the vehicle, the authorised person and the period of use, as well as the obligations of the person using the vehicle.

When the mortgage reference interest rate falls, many tenants are entitled to a lower rent (Art. 269a OR). With our sample letter you can request the adjustment directly from your property management: fill it out, send it by registered mail, and save. You can find the current reference interest rate at the Federal Office for Housing.

Calculate your tax burden based on place of residence, income and marital status with the official FTA calculator.

Compare health insurance premiums by place of residence, age and deductible with the official federal calculator. Or use our comparison directly, with personal advice.

Calculate gross or net salary including social security contributions and withholding tax.