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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
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
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
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Tax Advisory
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Real Estate
Insurance
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Corporate Services
Trust and Fiduciary Services
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Finance
Tax
Compliance
Risk Management
Wealth Management
Corporate Secretariat
International Tax
Private Client Services
Regulatory Affairs
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
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