51Ƶ

Tax Affidavit for Switzerland

Tax Affidavit Template for Switzerland

A Swiss Tax Affidavit is a formal legal document used within the Swiss tax system to declare and verify tax-relevant information under oath. This document operates within Switzerland's unique federal structure, where tax authorities exist at federal, cantonal, and communal levels. The affidavit serves as an official declaration of income, assets, and other tax-relevant information, carrying legal weight and consequences for false declarations. It must comply with Swiss federal tax legislation, cantonal tax laws, and international tax treaties where applicable.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Tax Affidavit

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Tax Affidavit?

The Tax Affidavit is a crucial document within the Swiss tax system, used when formal verification of tax-related information is required by authorities or third parties. It is commonly needed for tax compliance, wealth verification, international tax matters, and special tax situations requiring official declaration. The document must adhere to strict Swiss legal requirements and may be required by both federal and cantonal tax authorities. A Tax Affidavit typically includes detailed declarations of income, assets, and other tax-relevant information, and must be properly notarized to be legally valid. It's particularly important in Switzerland's complex tax environment, where different levels of government (federal, cantonal, and communal) have taxation authority, and where international tax considerations often come into play due to Switzerland's role as a global financial center.

What sections should be included in a Tax Affidavit?

1. Declaration Header: Official title, date, and jurisdiction of the affidavit

2. Declarant Information: Full legal name, address, Swiss tax identification number, and other relevant personal identification details

3. Purpose of Declaration: Clear statement of the tax purpose for which the affidavit is being made

4. Tax Period: Specific tax period(s) covered by the affidavit

5. Income Declaration: Detailed statement of all relevant income sources and amounts

6. Asset Declaration: Comprehensive list of assets subject to wealth tax

7. Verification Statement: Formal statement confirming the truth and accuracy of the declared information

8. Signature Block: Space for declarant's signature, date, and place of signing

9. Notarization Section: Space for notary's official stamp, signature, and certification

What sections are optional to include in a Tax Affidavit?

1. International Income: Section for declaring foreign-source income, required when the declarant has income from outside Switzerland

2. Business Interests: Details of business ownership and related income, required for business owners or self-employed individuals

3. Real Estate Holdings: Section for declaring real estate properties and related income, required for property owners

4. Financial Investments: Detailed information about investment portfolios and returns, required for those with significant investment income

5. Trust and Foundation Interests: Declaration of interests in trusts or foundations, required when applicable

6. Previous Tax Declarations: References to previous tax declarations or amendments, required when updating or amending previous submissions

7. Tax Relief Claims: Section for claiming tax relief under double taxation treaties, required for international tax situations

What schedules should be included in a Tax Affidavit?

1. Schedule A - Income Details: Detailed breakdown of all income sources with supporting calculations

2. Schedule B - Asset Inventory: Comprehensive list of assets with valuations and supporting documentation

3. Schedule C - Bank Account Statements: Copies of relevant bank statements and financial account information

4. Schedule D - Property Documentation: Property ownership documents and valuation reports

5. Schedule E - Business Documentation: Business ownership certificates and financial statements

6. Appendix 1 - Supporting Documents: Copies of relevant tax certificates, receipts, and other supporting documentation

7. Appendix 2 - Foreign Tax Certificates: Certificates of foreign tax paid and related international tax documentation

8. Appendix 3 - Authority Documentation: Powers of attorney or other authorization documents if filed by a representative

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Switzerland

Publisher

Genie AI

Document Type

Affidavit

Cost

Free to use
Relevant legal definitions
















































Clauses


























Relevant Industries

Financial Services

Banking

Wealth Management

Tax Advisory

Legal Services

Real Estate

Insurance

Investment Management

Corporate Services

Trust and Fiduciary Services

Relevant Teams

Legal

Finance

Tax

Compliance

Risk Management

Wealth Management

Corporate Secretariat

International Tax

Private Client Services

Regulatory Affairs

Relevant Roles

Tax Director

Chief Financial Officer

Tax Manager

Financial Controller

Compliance Officer

Legal Counsel

Tax Accountant

Wealth Manager

Trust Officer

Financial Advisor

Corporate Secretary

Risk Manager

International Tax Specialist

Private Client Advisor

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Non Imputation Affidavit

A Swiss-law governed sworn statement declaring no knowledge of adverse conditions or claims affecting a property or transaction, commonly used in real estate and insurance matters.

find out more

Proof Of Residency Letter From Landlord

A Swiss-compliant formal letter from a landlord confirming an individual's residence at a specific address, used for official and administrative purposes in Switzerland.

find out more

Simple Affidavit

A Swiss-law governed sworn written statement of facts, authenticated by a notary public, used for legal and administrative purposes in Switzerland and internationally.

find out more

Legal Affidavit

A formal sworn statement authenticated under Swiss law, serving as verified evidence in legal and administrative proceedings.

find out more

Personal Affidavit

A formal sworn statement under Swiss law where an individual declares facts to be true, used for legal and administrative purposes.

find out more

Affidavit For Visa Purposes

A notarized sworn statement under Swiss law used to support visa applications, containing formal declarations and supporting information for immigration purposes.

find out more

Apostille Affidavit

A Swiss-authenticated sworn statement certified with an apostille for international legal recognition under the Hague Convention.

find out more

Marriage Letter For Immigration

A formal letter required in Switzerland to support a foreign spouse's immigration application, detailing marriage authenticity and personal information as per Swiss federal requirements.

find out more

Sworn Affidavit

A formal written statement of facts sworn under oath before a Swiss notary public, complying with Swiss federal and cantonal regulations.

find out more

Travel Permission Letter For Minor

A Swiss-compliant legal document authorizing a minor's travel, either domestically or internationally, with formal parental or guardian permission under Swiss federal law.

find out more

Joint Affidavit Of Two Disinterested Persons

A Swiss-compliant sworn statement by two independent witnesses attesting to facts under oath, with proper notarization and authentication.

find out more

Affidavit Of Late Registration Of Marriage

A sworn statement used in Switzerland for retroactive marriage registration, complying with Swiss civil law and cantonal regulations.

find out more

Affidavit For Divorce

A legally sworn statement used in Swiss divorce proceedings, containing formal declarations about the marriage and divorce circumstances, compliant with Swiss federal and cantonal requirements.

find out more

Apostille Single Status Affidavit

A Swiss-issued legal declaration of single status with international authentication through Apostille certification, valid for use abroad.

find out more

Affidavit Letter

A formal sworn statement made under Swiss law, authenticated by a notary public, serving as legal testimony of stated facts or circumstances.

find out more

Affidavit Of Civil Status

A sworn statement document under Swiss law declaring an individual's civil status and related personal information, used for official legal and administrative purposes.

find out more

Affidavit Of Loss Passport

A sworn statement under Swiss law declaring the loss or theft of a passport, required for obtaining replacement travel documents.

find out more

Certificate Of Non Foreign Status

A Swiss-law governed declaration document certifying an individual's or entity's non-foreign status for tax and regulatory compliance purposes.

find out more

Affidavit Of Damaged Passport

A Swiss-compliant sworn statement detailing passport damage circumstances and relevant information for authorities when seeking passport replacement.

find out more

Affidavit For Name Mismatch

A Swiss legal document declaring and explaining name variations across official documents, requiring notarization under Swiss law.

find out more

Arrest Affidavit

A formal legal document prepared by Swiss law enforcement officers documenting and justifying an arrest under Swiss criminal law and cantonal regulations.

find out more

Sworn Affidavit For Passport

A notarized sworn statement under Swiss law used in passport applications, renewals, or replacements, containing verified declarations about the applicant's identity and circumstances.

find out more

Lost Affidavit

A Swiss-law governed sworn declaration documenting the loss of important documents or items, including circumstances of loss and ownership verification.

find out more

Confirmatory Affidavit

A formal sworn statement governed by Swiss law, declaring specific facts to be true, executed before a notary public or authorized official.

find out more

Affidavit To Use The Surname Of The Father

A Swiss legal affidavit declaring and requesting permission for a child to adopt and use their father's surname, governed by Swiss civil law.

find out more

Affidavit Of Undertaking Form

A formal sworn statement under Swiss law where parties make specific commitments or declarations, typically requiring notarization and compliance with Swiss legal requirements.

find out more

Affidavit Of Settlement

A notarized sworn statement under Swiss law confirming the terms and conditions of a settlement agreement between parties.

find out more

Affidavit Of Oath

A notarized written declaration of facts sworn under oath, compliant with Swiss federal and cantonal legal requirements.

find out more

Affidavit Of Support And Guarantee

A Swiss law-compliant formal declaration where a guarantor commits to providing financial support or guaranteeing obligations for a beneficiary, typically used for immigration or family support purposes.

find out more

Affidavit Of Explanation

A sworn written statement under Swiss law providing detailed explanation of facts or circumstances, properly notarized and authenticated for legal validity.

find out more

Affidavit Of Discrepancy

A sworn statement under Swiss law used to formally declare and correct errors in official documents, requiring notarization and compliance with federal and cantonal regulations.

find out more

Sole Guardian Affidavit

A Swiss law-compliant affidavit declaring sole guardianship of a minor, including guardian qualifications and commitments.

find out more

Letter Of Single Status

A Swiss legal document certifying an individual's unmarried status, issued by Swiss civil authorities for domestic or international use.

find out more

Joint Affidavit Of Legitimation

A Swiss legal document jointly executed by parents to legitimate a child born outside of marriage, requiring notarization and civil registry registration under Swiss law.

find out more

General Affidavit Form

A legally binding sworn statement under Swiss law, formally documenting declared facts or circumstances with notarial authentication.

find out more

Financial Affidavit For International Students

A Swiss-compliant financial declaration document proving international students have sufficient means to support their studies in Switzerland.

find out more

Estate Claim Form

A legal document used in Switzerland to formally claim inheritance rights under Swiss federal and cantonal law.

find out more

Affidavit Of Undertaking To Submit Documents

A notarized declaration under Swiss law formally committing to submit specified documents within an agreed timeframe.

find out more

Affidavit Of Two Disinterested Persons Birth Certificate

A Swiss legal document where two independent witnesses testify under oath to confirm a person's birth details when original documentation is unavailable.

find out more

Affidavit Of Quitclaim

A Swiss-law governed sworn declaration where an individual formally renounces any claims or rights to a specific property, requiring notarization and official registration.

find out more
See more related templates

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it