A cockpit for Swiss tax filings, built for busy finance teams

taxpilotio is the central dashboard that turns Swiss tax preparation into a steady, visible workflow. Individual, corporate, and VAT filings live on one status board with owners, due dates, and concise checklists that reflect cantonal practice. From Quellensteuer changes in Geneva to MWST workpapers in Zurich, you see the narrative, the numbers, and the evidence in one place—ready for reviewers, auditors, and SuisseTax submission.

Tax moves smoothly when tasks, documents, and approvals are sequenced. taxpilotio blends Swiss specifics with everyday practicality so you can brief stakeholders in minutes, not meetings.

One status board for every return

Track individual, corporate, and MWST filings by canton and period. Each card shows what’s done, what’s blocking, who owns the next step, and a short “why it matters” note for context when someone is out of office.

Canton-aware checklists and templates

Differences that trip teams—ZH vs. GE deductions, communal factors, local extension cycles—are built into task lists. Templates are multilingual (DE/FR/IT/EN) and cite the relevant guidance so internal reviewers recognise the phrasing.

Evidence locker that reads like a file

Upload salary statements, QR-bill invoices, pension confirmations, and securities statements; extract UID, dates, and amounts; and link each item to the exact return line or workpaper. A lightweight index lets auditors confirm without new email threads.

Bridges from operations to filing

Connect payroll summaries, expense policies, and MWST journals to the return: Quellensteuer tariffs are documented, mixed-rate VAT invoices are split, and securities schedules reconcile to bank statements. The bridge explains every adjustment in plain language.

Submission-ready handoffs

Export SuisseTax files and reviewer packs with a one-page reconciliation from journals to return boxes. Payment tasks align with ISO 20022 pain.001 runs, so cash and compliance stay in rhythm.

Governance without bureaucracy

Approvals and sign-offs are time-boxed and role-based. A compact change log records assumptions, sources, and dates—useful for boards, Treuhand partners, and anyone who inherits the file next year.

Teams choose taxpilotio because it replaces stress with sequence.

— Isabelle R., HR Lead, Geneva

“Mid-year moves and tariff changes had our payroll in loops. The cockpit’s checklist and evidence links meant our Geneva assessment mirrored our notes.”

— Daniel K., CFO, Zürich, Switzerland

“Our board wanted clarity on corporate tax and VAT. The one-page bridges from journals to returns turned a long meeting into a 15-minute brief.”

— Giada M., Co-Founder, Lausanne

“As a startup with investors across cantons, we needed order. Status, owners, deadlines—no drama, just progress we could show.”

Transparent tiers reflect realistic Swiss workloads and documentation depth. Prices exclude VAT (currently 8.1%).

CHF 190/month

Starter Cockpit

Single entity, canton-aware checklists, evidence locker, SuisseTax export, and one reviewer pack per period.

CHF 420/month

Operations Cockpit

Up to three entities, payroll/MWST bridges, securities schedule templates, role-based approvals, and quarterly readiness review.

CHF 1,050/
month

Group Cockpit

Up to eight entities, calendar consolidation, DA-1/refund evidence packs, SSO, audit portal, and executive variance notes each quarter.