Vaud Wealth Tax Guide:

Forms & Deadlines Forms & Deadlines

Vaud Wealth Tax Forms & Deadlines

Vaud Wealth Tax: Forms & Deadlines

Key dates, e-filing workflow, extension options, payment mechanics, and evidence checklists for individuals in the Canton of Vaud.

In Vaud, wealth tax is filed together with the individual income tax return via the cantonal platform of the Administration Cantonale des Impôts (ACI). Communal coefficients are applied at assessment and billing.

Who this covers: Individuals (residents and nonresidents with Vaud-situs assets). Corporate procedures differ.

Filing Timeline (Typical Cycle)

  1. January–February: Filing invitations released; ACI e-filing opens for the prior tax year.
  2. Ordinary due date: Typically in March (exact day set annually by ACI and may vary by profile).
  3. Extension window: Online extension available before the due date; additional time on reasoned request or via advisor mandate.
  4. Assessment & billing: Provisional instalments during the year; final assessment after review. Late payments accrue interest.

Always confirm the current year’s specific dates on the ACI portal before filing.

How to File in Vaud

1) e-Filing (recommended)

  • Access the ACI online portal and select the year.
  • Complete income schedules and the 31 December wealth statement (assets, liabilities, allowances).
  • Upload supporting PDFs (bank/securities statements, valore fiscale, mortgage confirmations) and submit.

2) Paper Return (if applicable)

  • Use the official year-specific forms.
  • Attach copies of statements; retain originals.
  • Post to the address stated on your filing invitation.

Estensioni

If you cannot file by the ordinary due date, request an online extension in the portal. First extensions are commonly granted; further time may require a brief justification or advisor request.

  • Request early: Prevents reminders and estimated assessments.
  • Rappresentante: Advisors can manage extensions on your behalf.
  • Penalties: Missing deadlines without approval can trigger fees and estimated assessments.

Provisional Payments, Interest & Adjustments

Vaud issues provisional instalments based on prior data or estimates. You can adjust amounts to reflect changes in income or wealth. After processing your return, the canton issues a final bill.

  • Payment references: Use the exact QR/ISR reference on your bill.
  • Partial payments: Generally accepted; keep confirmations for reconciliation.
  • Interesse: Late payments accrue interest at the cantonal rate.
  • Objections (réclamation / Einsprache): File within the deadline on the assessment notice.

Nonresidents with Vaud-Situs Assets

Nonresidents who own Vaud immobiliare o beni aziendali file a ritorno limitato covering Swiss-situs income and wealth. A Swiss correspondence address or tax representative is typically required. See the Guida per non residenti.

Document Checklist (Wealth Section)

Prepare and retain the following to support your 31 December wealth statement:

  • Bank & securities statements (cut-off 31 Dec)
  • FTA price lists for listed securities/crypto (or custodian NAV for funds)
  • Immobili valore fiscale certificates
  • Conferme dei saldi ipotecari (31 dicembre)
  • Contratti di prestito privato e dichiarazioni di interessi
  • Pension summaries (pillar 2 and 3a)
  • Foglio di lavoro per la valutazione di società private (metodo del professionista)
  • Official FTA FX table for non-CHF items
  • Prior assessments & payment references
  • Representative appointment (if filed by an advisor)
Suggerimento: Ensure the wealth statement reconciles with income schedules (e.g., securities inventory) to avoid follow-up queries.

Annual Changes

Forms, the e-filing module, and communal coefficients are updated annually. Confirm the filing-year requirements and the commune’s coefficient before submitting.