nLPD compliant · Swiss-hosted

Your AI tax copilot for Switzerland.

From Permit B to fiduciaries: file across all 26 cantons, capture documents with OCR, and let the AI surface every deduction you're entitled to — in plain language.

26
Cantons covered
CHF 1.8k
Avg. refund found
< 20
Minutes to file

SwissTax Assistant

Lausanne · Permit B · Single

online
I earned CHF 85,000 in Lausanne. Permit B. What can I deduct?
For Vaud with Permit B you're taxed at source — but you can file a TOU to recover money. Likely deductions: 3rd pillar (max CHF 7,056), transport, meals away from home, and continuing education.
I paid 4,000 into my pillar 3a.

Estimated refund

CHF 1,640

Add CHF 3,056 more to pillar 3a → +CHF 720

Swiss nLPD GDPR ready AES-256 at rest Servers in Switzerland MFA enforced

Built for every Swiss taxpayer

One platform. Every profile. Every canton.

Individuals

Swiss citizens, Permit B, C, L, G or S. Couples, families, students.

Permit BPermit CQuellensteuerTOU

Self-employed

Freelancers, consultants and sole proprietors with revenue and expenses.

Sole prop.FreelanceVAT optional

Companies

GmbH/Sàrl, AG/SA and associations with annual filings and shareholders.

GmbHSAAssociation

Fiduciaries

Manage hundreds of clients, review folders and approve filings at scale.

Multi-clientReviewSign-off

How it works

From first question to filed declaration — guided end-to-end.

Start the wizard

01

Tell us about you

Canton, permit, family — answered conversationally with the AI. No tax jargon.

02

Drop your documents

Snap or upload your salary certificate, bank statements and 3a attestations. OCR fills the forms.

03

Optimize automatically

The AI suggests deductions specific to your canton and permit, in real time.

04

Submit with confidence

Generate cantonal-ready exports (eTax, VaudTax, GeTax, TaxMe) and track the status.

The platform

Everything Swiss tax needs, in one place.

Every module is purpose-built for Swiss tax law — not a localized foreign product.

Conversational AI

Ask anything about Swiss taxation. Answers adapt to your canton, permit and family.

  • Sourced answers (LIFD, LHID, FTA circulars)
  • FR · DE · IT · EN
  • History & favorites

OCR document engine

Salary certificates, AVS attestations, 3a, bank statements — extracted with confidence scores.

  • 120+ document types recognized
  • Per-field confidence score
  • 1-click human review

Optimizer

Real-time recommendations: pillar 3a top-ups, transport, childcare, training expenses.

  • Automatic deduction detection
  • Simulate before filing
  • Year-over-year comparison

Cantonal exports

Generate eTax, VaudTax, GeTax, TaxMe, DrTax and PDF/XML packages ready to file.

  • All 26 cantons supported
  • XML, PDF, eCH-0119
  • Direct filing where available

Bank-grade security

MFA, AES-256 at rest, full audit logs, data hosted exclusively in Switzerland.

  • 100% Swiss hosting (ISO 27001)
  • MFA, SSO, audit log
  • AES-256 at rest

Fiduciary mode

Manage hundreds of clients, assign reviewers, approve and sign electronically.

  • Multi-client dashboard
  • Review & signature workflow
  • Billing & delegation

Refund estimator

See your potential refund before you start.

Based on cantonal 2024 scales. Adjust the inputs to feel the impact — then unlock the full calculator inside your dashboard.

  • Federal + cantonal + municipal in one view
  • Marginal rate and effective rate side-by-side
  • Direct mapping into your declaration

Annual gross income (CHF)

125,000

Canton

Vaud (VD)

Permit

Permit B

Family status

Single

Estimated refund

+ CHF 2,840

High confidence
Federal taxCHF 1,820
Cantonal tax (VD)CHF 8,940
Municipal tax (Lausanne)CHF 6,210
Source tax already paid− CHF 19,810

National coverage

All 26 cantons. Day one.

100% coverage

Pricing

Simple, Swiss-style pricing.

No commitment. Add-ons à la carte. -10% on yearly billing.

Essential

CHF 25· per year

Guided tax return from start to finish, 1 canton.

  • Full guided return
  • OCR for your documents (50 / year)
  • eCH-0119 export (eTax, VaudTax, GeTax…)
  • Unlimited AI assistant
  • Encrypted vault (1 GB)
Choose Essential
Most popular

Plus

CHF 59· per year

Tax optimization, simulations and bank connection.

  • Everything in Essential
  • Tax optimizer (pillar 3a, LPP, expenses)
  • Unlimited OCR + multi-scenario simulations
  • Bank connection (3 banks)
  • 5 GB vault, 5-year history
Choose Plus

Freelance

CHF 120· per year

Self-employed: simplified bookkeeping + return.

  • Everything in Plus
  • Income/expenses, depreciation
  • VAT statement, self-employed AVS
  • Balance sheet & P&L generated
  • Self-employed annex pre-filled
Choose Freelance

FAQ

Questions, answered.

Is SwissTaxCopilot recognized by the cantonal authorities?

We generate the official cantonal formats (eTax, VaudTax, GeTax, TaxMe, DrTax) plus PDF/XML packages. You can submit directly or use our future API integrations as they roll out.

Permit B/L — should I really file a declaration?

Yes, in most cases. If you earn above the cantonal threshold or have deductions (pillar 3a, training, transport, etc.), filing a TOU often results in a refund.

Where is my data stored?

All data lives in Switzerland. We are nLPD-compliant, encrypt at rest with AES-256, and provide full audit logs.

Can my accountant use SwissTaxCopilot too?

Yes — our fiduciary workspace is built for multi-client management with reviewer and approver roles.

Stop overpaying the Steueramt.

Spin up your profile in 2 minutes. The AI does the rest.