Forms & Deadlines Forms & Deadlines

Jura Wealth Tax Forms & Deadlines

Jura Wealth Tax: Forms & Deadlines

Key dates, JuraTax Online / eDemain steps, extension options, payment mechanics, and evidence checklists for the Canton of Jura.

In Jura, wealth tax is filed together with the individual income tax return. The canton supports online filing via the eDemain portal and JuraTax software, alongside traditional paper filing. Direct cantonal tax is levied without separate municipal multipliers, simplifying the effective burden.

Scope: This page covers standard procedures for individuals (residents and nonresidents with Jura-situs assets). Businesses and special regimes follow adapted processes and forms.

Filing Timeline (Typical Cycle)

  1. January–February: Jura issues filing invitations and activates the current-year eDemain / JuraTax modules.
  2. Ordinary due date (printed on the return): Typically in late February (e.g. 29 February) of the following year for most private individuals.
  3. Initial extension window: A first deadline extension is usually available (often free of charge) into early summer (e.g. 30 June), on request.
  4. Further extensions: Additional time is commonly possible up to around 31 October, often subject to a modest fee.
  5. Assessment & billing: Provisional bills may be issued; final assessments follow review. Late payments accrue interest and may trigger reminder fees.

Always verify the current-year due dates on the official Jura tax administration / eDemain portal before filing.

How to File in Jura

1) Online via eDemain / JuraTax (recommended)

  • Log in to the cantonal eDemain portal using the access data provided with your filing invitation.
  • Complete income schedules and the 31 December wealth statement (assets, liabilities, allowances) using the JuraTax module where applicable.
  • Upload supporting documents (bank statements, securities statements, real estate valuations) in the formats accepted by the portal.
  • Sign electronically as instructed and submit your return via eDemain; retain the confirmation for your records.

2) Paper Return

  • Use the official paper forms for the relevant tax year or print the forms generated by JuraTax.
  • Sign the return and attach copies of supporting documents; keep originals for your own files.
  • Send the return by post to the address indicated on the filing invitation or as instructed by the tax office.

Extensions

If you cannot file by the ordinary due date, request an extension from the Jura tax administration. Extensions can usually be requested via the eDemain portal or in writing and are generally granted within the cantonal maximum dates.

  • Request before due date: File the extension request before the original deadline to avoid reminder fees and estimated assessments.
  • Online extension: Use the eDemain portal’s deadline extension function where available.
  • Maximum extension: In practice, many taxpayers can obtain extensions to around 31 October of the filing year; later dates are exceptional.
  • Advisor mandate: A tax representative can request and monitor extensions on your behalf.
  • Penalties: Late or missing returns can trigger reminder fees, fines, and discretionary (estimated) assessments.

Provisional Payments, Interest & Adjustments

Jura issues provisional instalments based on previous assessments or estimated income and wealth. You may request an adjustment if your situation changes significantly. After filing and review, a final bill is issued; late payments accrue interest at the cantonal rate.

  • Payment references: Use the QR-bill or payment reference printed on each invoice to ensure correct allocation.
  • Partial payments: Usually permitted; keep confirmations and invoices for reconciliation with the final assessment.
  • Objections (Einsprache): If you disagree with the assessment, submit a written objection within the deadline indicated on the assessment notice.

Nonresidents with Jura-Situs Assets

Nonresidents owning Jura real estate or business assets generally file a limited return that covers only Swiss-situs income and wealth. A Swiss correspondence address or tax representative is often required. See the Nonresident Guide.

Document Checklist (Wealth Section)

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

  • Bank & securities statements (cut-off 31 Dec)
  • Official price references (FTA lists) for listed securities / crypto
  • Real estate assessment notices or valuation extracts for Jura and out-of-canton property
  • Mortgage balance confirmations (31 Dec)
  • Private loan agreements & interest statements
  • Pension summaries (pillar 2 and pillar 3a)
  • Valuation worksheet for private companies (practitioner method)
  • Official FX table for non-CHF assets and liabilities
  • Prior assessments & payment references
  • Representative appointment or power of attorney (if filed by an advisor)
Tip: Ensure your securities and bank inventories reconcile with reported interest, dividends, and withholding tax credits to minimise follow-up queries from the tax office.

Annual Changes

Forms, JuraTax / eDemain modules, deadlines, and tariff parameters are updated annually. Confirm the current-year requirements and due dates on the official Jura tax administration portal before submitting your return.