Geneva Wealth Tax Forms & Deadlines
Geneva Wealth Tax: Forms & Deadlines
Key filing dates, e-filing access, extension options, payment mechanics, and evidence checklists for Geneva’s combined income & wealth tax return.
In Geneva, wealth tax is reported together with income tax on the annual individual tax return. The Canton provides full e-filing and allows extensions upon request. Communal coefficients are applied during assessment and billing, coordinated by the cantonal tax administration.
Filing Timeline (Typical Cycle)
- January–February: Geneva issues filing invitations and opens the year’s e-filing modules.
- Ordinary due date: Generally in March for the prior tax year (exact date is announced annually).
- Extension window: Initial extensions can be requested online; further extensions may require a brief justification or advisor handling.
- Assessment & billing: Provisional bills may be issued; the final assessment follows review. Late payments accrue interest; keep assessment notices and payment references.
Always verify the current year’s specific deadlines on Geneva’s official portal before filing.
How to File in Geneva
1) e-Filing (recommended)
- Access the canton’s online tax portal (e-filing / e-démarches) using your credentials.
- Complete the combined return: income schedules and the 31 December wealth statement with supporting evidence.
- Upload PDF attachments where requested and submit electronically.
2) Paper Return (where applicable)
- Use the official Geneva forms for the relevant tax year.
- Attach copies of statements and confirmations; retain originals in your files.
- File by post to the address indicated on the invitation or as instructed by the tax office.
Extensions
If you cannot file by the ordinary due date, request an extension via the online portal. Geneva typically grants initial extensions; further time may be available on reasoned request or through your appointed advisor.
- Online request: Submit before the due date to avoid reminders.
- Advisor mandate: Your tax representative can request and track extensions on your behalf.
- Penalties: Missing the due date without an approved extension may trigger fees and estimated assessments.
Payments, Interest & Adjustments
Geneva may issue provisional instalments during the year based on prior data or estimates. You can adjust instalments if your income/wealth has changed materially. The final bill follows the assessment; late payments accrue interest and reminders.
- References: Use the exact payment reference (QR/ISR) stated on your bill for reconciliation.
- Partial payments: Usually permitted; keep confirmations.
- Objections: If you disagree with the assessment, file a réclamation within the deadline stated on the notice.
Document Checklist (Wealth Section)
Prepare and upload/retain the following to support your 31 December wealth statement:
- Bank & securities statements (31 Dec cut-off)
- Official price references for listed securities/crypto (year-end tables)
- Real estate assessment extracts (valeur fiscale)
- Mortgage balance confirmations (31 Dec)
- Private loan agreements & interest statements
- Pension summaries (pillar 2 and pillar 3a)
- Valuation worksheet for private companies (practitioner method)
- FX conversion table used for non-CHF assets/liabilities
- Prior Geneva assessments & payment references
- Representative appointment (if filed by an advisor)
Nonresidents with Geneva-Situs Assets
Nonresidents who own Geneva real estate or business assets typically file a limited return for Swiss-situs income and wealth. Geneva often requires a correspondence address or appointed representative in Switzerland. See the Nonresident Guide for allocation and treaty notes.
Annual Changes
Forms, e-filing modules, and commune coefficients are updated each year. Before submitting, confirm the current deadlines and any changes in documentation requirements on the official Geneva portal.