Doing Your Tax Return Yourself

Description

The envelope with your tax return has been on the kitchen table for weeks. You know you could do it – but the software seems confusing, you're unsure about the deductions, and the fear of overlooking something holds you back. This Saturday morning will help you fill out your tax return yourself and correctly. You work directly on your own case, with your own documents, on your own notebook – and with Leona Bruderer as your trustee by your side, who answers your questions and knows the typical pitfalls. What you will do this morning We start with a structured overview: How is the ZHprivateTax software structured? Which forms are relevant for your situation? What documents do you need? Then you log in and start filling out – step by step, supported by Leona, who assists from case to case between the tables. We go through the classic sections together: income (salary, pensions, additional income), assets and securities register, properties with rental value and maintenance costs. We pay special attention to deductions that are often forgotten: professional expenses, training costs, medical expenses, donations, contributions to pillar 3a, purchases in the pension fund. In between, we discuss the most common mistakes and how to avoid them. At the end, you will know how to submit the declaration electronically, which documents to attach, and what to do if the tax office has questions. Who is this course suitable for For private individuals in the Canton of Zurich who want to fill out their tax return themselves – whether for the first time or with experience from previous years, but with the desire to really understand it this time. Especially valuable for married couples who are jointly assessed, for retirees with income from AHV, BVG, and pillar 3, for homeowners, and for anyone with securities or a third pillar. The course is not individual tax advice. Very complex situations – such as self-employment, international circumstances, larger inheritances, or real estate transactions – go beyond the scope of a group format and require personal support. What you should bring • Notebook or tablet with keyboard and charger • Access data for ZHprivateTax (if already available – Leona will show the login process otherwise) • Tax documents from the previous year as a reference • Current receipts: salary statement, pension certificates, bank interest statements, tax statement • Certificates for pillar 3a, health insurance premiums • Receipts for professional expenses, donations, and medical costs • Notepad for your own questions Duration 3.5 hours including a break with coffee and croissants. Group of up to 12 participants. Course leader Leona Bruderer, sworn tax advisor. Registration The registration is binding. After receipt, you will receive a confirmation. If you cancel less than 14 days before the start of the course, the full course fee is due; however, a replacement can be registered at any time. About the course leader Leona Bruderer is the owner of Bruderer Steuerberatung in Zug and accompanies private individuals and small businesses on all questions related to taxes, accounting, and fiduciary services. She knows Zurich's tax practice from years of experience and knows where taxpayers often stumble. As a friend of the house, she shares her knowledge on this morning in an open, understandable form – without jargon and without time pressure. Note The course provides general knowledge about the tax return. For an individual assessment of your personal tax situation and for more complex issues, personal advice from a professional is recommended.