Tax return in Switzerland for sole proprietorships

Prepare your tax return easily and save time

With Effizo, you can prepare your tax return in Switzerland in full – without the hassle of gathering receipts.

That gives you the figures for your tax return in one place: you transfer them into your canton's tax software without having to add them up first.

The accounting software produces the reports you need for your tax return as a sole proprietorship and helps you with your year-end closing.

Combined with simple accounting, you record your income and expenses on an ongoing basis – and are ready at year-end.

Income & expense reports for your tax return in Switzerland

Effizo generates structured income and expense overviews that you can use directly for your tax return – optionally:

for a complete financial year
for individual quarters or months
for freely definable time periods

Ideal as a basis for financial statements and your tax return in Switzerland.

PDF report of income and expenses summarised by category

Category-based reports

You also receive reports with totals per category. That shows you how your income and expenses are made up.

Download receipts in one click

All related invoices and receipts can be downloaded:

as a PDF document
or bundled as a ZIP archive

with just one click. That puts every supporting document for your tax return in one place.

Ready for your tax return

The generated reports and receipts can be directly attached to your tax return as financial statements or forwarded to your accountant or tax advisor – without manually gathering documents.

VAT is already correctly prepared and integrated.

Find more details in our guide to tax returns in Switzerland.

Tax return without stress

Clear reports and a complete set of receipts make follow-up questions from the tax authorities or your accountant quick to answer.

With the dashboard, you keep your figures in sight all year round – not just at tax time.

Do your tax return yourself – easily

With Effizo, all the documents for your tax return are generated automatically and are there when you need them.

Ideal for sole proprietorships and freelancers in Switzerland who want to do their tax return themselves – even without a accountant.

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