Thurgau Wealth Tax Forms & Deadlines
Thurgau Wealth Tax: Forms & Deadlines
Key dates, eFisc e-filing steps, extension options, payment mechanics, and evidence checklists for the Canton of Thurgau.
In Thurgau, wealth tax is filed together with the individual income tax return. Taxpayers typically prepare the return using the official eFisc software, which supports electronic submission of the declaration and data. Paper filing via printed forms remains possible. Cantonal and municipal taxes are assessed together based on income and wealth, with municipal multipliers affecting the final burden.
Filing Timeline (Typical Cycle)
- January–February: Thurgau issues filing invitations and publishes the current-year eFisc version for download.
- Ordinary due date — private individuals: In practice, most individual returns (income & wealth) are due by 30 April of the following year.
- Ordinary due date — companies: Corporate tax returns are generally due by 30 June.
- First extension window: Municipal tax offices commonly grant an initial extension (on request) up to around 30 September of the filing year.
- Further extensions: Second extensions for individuals are often possible up to about 30 November, with the cantonal practice allowing extensions up to 31 December of the filing year free of charge and later months subject to fees.
- Assessment & billing: Provisional bills may be issued; final assessments follow review of the filed return. Late payments accrue interest and may trigger reminder fees and collection measures.
Always rely on the due date printed on your Thurgau tax invitation and confirm current-year rules on the cantonal or municipal tax portals.
How to File in Thurgau
1) eFisc + Electronic Submission (recommended)
- Download the latest eFisc software from the Thurgau tax administration website and install it on your computer.
- Complete all income schedules and the 31 December wealth statement (assets, liabilities, allowances) within eFisc.
- Enter or import data for bank accounts, portfolios, real estate and pensions as prompted by the software.
- Transmit the return electronically to the tax administration using the built-in sending function (electronic data transfer); depending on the year’s rules, you may file fully paperless or send in a signature page only.
- Save the eFisc data file and the electronic confirmation for your records.
2) Paper Return
- Use the official paper forms or print the declaration, summary sheets and barcodes generated by eFisc.
- Sign the required pages (you and your spouse/partner, if applicable).
- Attach copies of supporting documents; keep originals for your own files.
- Submit the complete return by post to the address indicated on the filing invitation or to the competent municipal tax office.
Extensions
If you cannot file by the ordinary due date, you must request an extension (Fristerstreckung). In Thurgau, first-line responsibility for individuals generally lies with the municipal tax office, while the cantonal tax administration handles companies and some escalated cases.
- Where to request: Submit your first extension to your local municipal tax office (often via an online form on the municipality’s website) or use the cantonal eFristverlängerung service where available.
- Initial extension (individuals): First-time requests are usually granted, often up to around 30 September of the filing year.
- Further extension (individuals): Additional extensions in justified cases are generally possible up to roughly 30 November; in practice, the canton may accept free extensions up to 31 December of the filing year, while extensions beyond 31 December attract a fee per month.
- Companies: Extensions for corporate returns are processed by the cantonal tax administration; practice typically allows extensions until 31 December fee-free, with later extensions granted month by month against a fee.
- Request before due date: File the extension request before 30 April (individuals) or 30 June (companies) to avoid reminders and estimated assessments.
- Penalties: Failure to file despite reminders can result in reminder fees, fines, and discretionary (estimated) assessments.
Provisional Payments, Interest & Adjustments
Thurgau issues provisional instalments based on prior assessments or estimated income and wealth. If your situation changes significantly (e.g., major income drop, sale of assets), you may request an adjustment of these provisional amounts. After filing and review, a final assessment and 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 proper allocation of payments.
- 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 shown on the tax notice.
Nonresidents with Thurgau-Situs Assets
Nonresidents owning Thurgau real estate or business assets (including permanent establishments) are generally subject to limited Swiss tax liability and must file a limited Swiss return covering Swiss-situs income and wealth only. A Swiss correspondence address or tax representative is often required. See the Nonresident Guide.
Document Checklist (Wealth Section)
Prepare and retain (or upload via eFisc where possible) the following to support your 31 December wealth statement:
- Bank & securities statements (cut-off 31 Dec)
- Official price references (FTA lists) for listed securities and crypto-assets
- Real estate assessment extracts or tax values (amtlicher Wert) for Thurgau and out-of-canton property
- Mortgage balance confirmations (31 Dec)
- Private loan agreements & interest statements
- Pension summaries (pillar 2 and pillar 3a)
- Valuation worksheets for privately held companies (practitioner method or cantonal guidelines)
- Official FX table for non-CHF assets and liabilities
- Prior assessments & provisional bills/payment references
- Representative appointment or power of attorney (if a tax advisor files on your behalf)
Annual Changes
eFisc versions, deadlines, extension rules and municipal multipliers are updated annually. Confirm the current-year requirements, technical notes and due dates on the official Thurgau tax administration and municipal portals before submitting your return.
