How it works
- You answer the questionnaire at your own pace. Deadline and eligibility checks are free.
- You see the final price before ordering, line by line.
- You upload your documents to your secure area; a TL Fiduciaire tax specialist checks them.
- You approve the procedure; TL Fiduciaire files it through the official channel and sends you the proof.
Steps stay separate
Payment, mandate, document collection and procedure are tracked separately in your area: “sent to TL”, “checked by TL”, “approved by you” and “filed with the administration”. The last status appears only with the official proof.
Giving TL Fiduciaire a mandate (Geneva): the tutorial
Documents to prepare
Your list is tailored to your answers, and separate for a DRIS, a TOU request or a full return. Here are the possible categories: you will only need those that concern you.
Dossier existant
- Tax letters received (invitation, reminder, assessment, decision, extension)
- Last tax return and last assessment notice
Salaires et source
- Salary certificate from each employer
- Withholding tax receipt
- Monthly payslips
- Share or option plan statement
Mobilité et télétravail
- Employer statement of working days per country
- Certificate of foreign tax residence
Revenus de remplacement
- Annual statements: unemployment, sickness, accident, loss of earnings
- AHV/IV, pension fund or foreign pension statements
- Statement of the lump sum or withdrawal
Conjoint
- Spouse’s income documents (other canton or abroad)
Enfants
- Certificate of studies or apprenticeship
- Child’s income or wealth documents
- Agreement or judgment (relevant extracts)
- Childcare invoices and proof of payment
- Proof of maintenance paid or received
Comptes et titres
- Tax statements of accounts and securities at 31 December
- Consolidated crypto-asset tax report
- Surrender values and documents for other assets
Immobilier
- Valuation or tax value, rent roll
- Co-ownership statements, works invoices and subsidies
Dettes et prévoyance
- Statement of debts and interest at 31 December
- Loan or credit contracts or statements
- Pillar 3a contribution certificate
- Pension fund buy-in certificate
Frais professionnels et formation
- Work expense receipts and refunds
- Training invoices and support received
Santé et assurances
- Annual insurance premium statements
- Annual medical cost and refund statements
- Disability-related cost documents
Dons, indépendance, succession
- Donation receipts
- Annual accounts of the self-employed activity
- Inventory, gift or sale deed
TL Fiduciaire
- Official filing proof
- Document sent by TL Fiduciaire
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