Tax return for couples done right
We support couples in filing their tax return correctly, whether they are married, in a partnership, or living separately. We ensure that income, deductions, and family situations are accurately represented.
Important information
* Processing takes place in the order in which orders are received. Work begins only once all required information and documents have been submitted in full. The necessary deadline extension will be arranged by us.
** For all orders, a deadline extension will be requested up to the latest possible date, provided this is still available.
Apply for subsequent ordinary tax assessment
For individuals taxed at source with residence or income in Switzerland who want to make the most of their tax return.
What couples should know about filing a tax return
Tax returns come with specific requirements for couples — whether married, in a registered partnership, or in a long-term relationship. The issue is not only whether to file jointly or separately, but also how to allocate income, deductions, and assets correctly.
As of 2025, married and registered partners in Switzerland are taxed jointly. This means that all income and assets of both individuals are combined and assessed together, including all deductions. Unmarried couples, on the other hand, must file separately, even if they live together.
Challenges often arise from unequal incomes, joint accounts, shared children, real estate, or a change in marital status during the tax year. Questions also arise in cases of separation or during transition years (e.g., marriage or divorce).
We help couples accurately reflect their tax situation, whether they file jointly or separately, have children or not, and have shared or separate assets.
Frequently asked questions
You will find answers to common questions about tax returns for couples below, whether they are filing jointly or separately, or if there has been a change in their status.
Should we file our tax return together or separately as a couple?
As of 2025, married or registered couples in Switzerland must file a joint tax return. However, unmarried couples are required to file separately, even if they live together. This applies regardless of whether they have children or share expenses.
How does a significant income disparity between spouses affect their tax return?
When couples file their taxes jointly, a significant difference in income can result in the so-called "marriage penalty," which means they pay higher taxes than if they filed separately. This is applied automatically by the tax return system, and there’s no way around it.
How are joint bank accounts and mortgages handled on a couple’s tax return?
Foreign income and assets also need to be reported in your Swiss tax return. In many cases, tax treaties with other countries help avoid double taxation.
What happens in the case of marriage or separation during the year?
In Switzerland, your civil status on December 31 determines the taxation for the entire year. This means: if you are married or in a registered partnership on that date, you will be taxed jointly for the whole year. If you are separated or divorced by December 31, you will be taxed separately – regardless of how long you lived together earlier in the year.
Which documents are relevant for couples when filing a tax return?
In addition to personal financial documents for both partners, you will need to provide proof of joint accounts, mortgages, and insurance policies, as well as documents related to children and housing. The tax authorities may request missing documents later.
The right tax solution for every situation
Private individuals
Whether relocation, secondary income, or retirement planning – we record everything correctly and make sure your deductions are fully optimized.
Expats
Living and working in Switzerland as an expat? We handle your SOTA, prepare your tax return, and support you with special tax cases
Students
Show your valid student ID and pay less – we carefully check your deductions so you don’t miss out on savings as a student.
Families
From childcare costs to partner deductions – we make sure every family-related allowance is applied properly and works to your advantage.
Retirees
Even in retirement, an accurate tax return pays off – we help you declare your income correctly and make full use of your deductions.
Self-employed
From business trips to work equipment – we support self-employed professionals in declaring all tax-relevant expenses correctly.
Companies
Running a business? We take the burden off your shoulders with a professional tax return – accurate, compliant, and filed on time.
Startups
Starting a business? We guide your startup in properly declaring setup costs, investments, and capital allocation.
Do you have any questions?
Different income levels or family changes? We’re here to help. Our specialists will review your situation and guide you with clear answers.