Zug Wealth tax Guide:

Forms & Deadlines Forms & Deadlines

Zug Wealth Tax Forms & Deadlines

Zug Wealth Tax: Forms & Deadlines

Key dates, e-filing steps, extension options, payment mechanics, and evidence checklists for the Canton of Zug.

In Zug, wealth tax is filed together with the individual income tax return. The canton supports e-filing, online extensions, and adjustable provisional payments. Municipal multipliers are applied during assessment and billing.

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

Filing Timeline (Typical Cycle)

  1. January–February: Zug issues filing invitations and opens the year’s e-filing modules.
  2. Ordinary due date: Generally in March for the prior tax year (exact date set annually by the canton).
  3. Extension window: Initial extensions usually available online; further time on reasoned request or via advisor mandate.
  4. Assessment & billing: Provisional bills may be issued; final assessment follows review. Late payments accrue interest.

Always verify the current-year dates on the Zug tax administration portal before filing.

How to File in Zug

1) e-Filing (recommended)

  • Log in to the cantonal e-filing portal (Steuerverwaltung Zug).
  • Complete income schedules and the 31 December wealth statement (assets, liabilities, allowances).
  • Upload supporting PDFs (bank statements, valuation extracts) and submit electronically.

2) Paper Return (if applicable)

  • Use official forms for the relevant tax year.
  • Attach copies of statements; keep originals for your records.
  • Send 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 via the online portal. Zug typically grants an initial extension; additional time may require brief justification or advisor submission.

  • Request before due date: Prevents reminders and estimated assessments.
  • Advisor mandate: Your representative can request and track extensions for you.
  • Penalties: Late or missing returns can trigger fees and estimates.

Provisional Payments, Interest & Adjustments

Zug issues provisional instalments based on prior data or estimates. You may adjust these if your income or wealth changes. After filing and review, a final bill is issued. Late payments accrue interest at the cantonal rate.

  • Payment references: Use the exact QR/ISR reference on your bill.
  • Partial payments: Allowed; keep confirmations for reconciliation.
  • Objections (Einsprache): If you disagree with the assessment, file within the deadline stated on the notice.

Nonresidents with Zug-Situs Assets

Nonresidents owning Zug real estate or business assets typically file a limited return covering 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 extracts (amtlicher Wert)
  • 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 items
  • Prior assessments & payment references
  • Representative appointment (if filed by an advisor)
Tip: Ensure consistency between your wealth statement and income schedules (e.g., securities inventory) to avoid queries.

Annual Changes

Forms, e-filing modules, and municipal multipliers are updated annually. Confirm the current-year requirements and deadlines on the official Zug portal before submitting.