Tax returns for GmbH and AG: included in the fixed price

Fixed-price tax return: how it works

The price of a tax return depends less on the number of forms than on your company's situation: legal form, turnover, number of employees and, above all, the state of the bookkeeping determine the effort. That is why we ask about the key points upfront and set the price accordingly.

• Short conversation: clarify your situation and documents
• Receive a binding fixed-price quote
• Upload your documents in the client portal
• Discuss the draft and file the return

How much does a tax return for a GmbH or AG cost?

There is no one-size-fits-all figure, but the cost drivers are well known: legal form, turnover, number of employees and whether the annual financial statements are already available. If they are, the tax return is prepared quickly. If we also prepare the annual accounts, that effort is included in the price.

The company's tax return is included in our packages from CHF 500 per month. Without a package, you receive an individual quote after a short conversation. It also takes account of special features such as real estate, participations or permanent establishments in several cantons.

Tax returns for a GmbH or AG: what is involved

Corporations – the GmbH (limited liability company) and the AG (public limited company) – file their own tax return every year. It is based on the annual financial statements with balance sheet and income statement. Profit and capital are taxed; the rules of the canton where the company has its registered office and the direct federal tax apply.

For the tax return of your GmbH or AG, we check, among other things, depreciation and provisions, the distinction between business and private expenses, salaries and dividends paid to owners, and private use of company vehicles. This is where it is decided whether the tax authority will make adjustments.

If your annual financial statements are already available, the tax return is prepared quickly. If your receipts are in order, we can also prepare the financial statements on request. If the bookkeeping is not yet done, we catch up on it with you – this affects the price, but we quote it upfront.

Operating in several cantons: tax allocation

If your company has permanent establishments or real estate in several cantons, profit and capital are allocated among the cantons. Each canton taxes only its share. We prepare the tax allocation and make sure that nothing is taxed twice.

Sole proprietorships and the self-employed

For tax purposes, a sole proprietorship is not a separate person: the profit is declared in the owner's personal tax return, together with the business assets. The tax assessment also serves as the basis for AHV contributions on self-employed income. Mistakes therefore have a double impact.

We prepare the business accounts and the tax return together, so that the two match.

The documents we need

The more complete your documents, the sooner your return is finished. You upload everything in the client portal. We show you any missing documents in a list.

• Annual financial statements or accounts for the financial year
• Previous year's tax return and assessment
• Payroll records and salary certificates of the owners
• VAT returns and turnover reconciliation
• Bank and loan statements as at year end
• Minutes of the general meeting on the appropriation of profit

Deadlines and extensions

The deadline for filing the tax return is set by the canton; different dates often apply to companies than to individuals. In most cantons the deadline can be extended. If you miss it without an extension, you receive a reminder and risk a fine or an assessment at the tax authority's discretion.

As a PROFINIO client, you do not need to worry about this: we apply for extensions on your behalf, and you can see the dates in the client portal at any time.

After filing: checking the assessment

Filing the return is not quite the end of the job. If the assessment differs from the return, we check the reasons. If it is wrong, an objection can be lodged within a short deadline – which is why you should never file assessments away unopened.

Whether an objection is included in the fixed price or quoted separately is set out in the quote upfront.

Fiduciary services for SMEs from one source

The tax return is easiest when accounting, VAT, payroll and the annual accounts come from one source. Then the figures match from the start, and we spot early on where your figures are changing – and can alert you in good time.

Frequently asked questions