Tax dossier: Prepare real estate information for each tax year
The tax dossier collects tax value, imputed rental value, interest on debts, maintenance and receipts per year. It helps you prepare without pretending to have tax advice.
In the account for your own real estate
Product preview
Tax dossier
What you can do
Key features
Maintains key property values by tax year.
Collects possible alimony deductions and related receipts.
Shows completeness and open information.
Adopts appropriate data from connected object modules.
How it works
Step by step
- 1
Create tax year
Select the year and enter official values.
- 2
Add costs
Add debt interest, maintenance and other relevant amounts.
- 3
Assign documents
Link invoices and check open items.
- 4
Compare with documents
Transfer the checked values to your tax solution or to a specialist.
What you need
Requirements
- Your own property in the account.
- Tax documents and relevant invoices for the year.
Practical guidance
Helpful tips
- Allocate invoices in the current year instead of looking for everything in the spring.
- Mark unclear positions for later technical review.
Deliberate limits
What this tool does not do
- It does not create a completed tax return.
- It does not make a binding decision as to whether an expense is deductible.
- Cantonal rules and personal situations may vary.
Quick answers
Frequently asked questions
Does Wertify say what is safely deductible?+
No. The dossier helps with collecting and preparing. The binding assessment lies with the tax authority or advisor.
Can I lead for several years?+
Yes. Each tax year remains separate so that amounts and receipts are not mixed up.