Tax returns for property owners – correct, complete, stress-free.
Owning a property means a different tax return.
With your own home or an investment property, the tax return gets more complicated – and more expensive if you forget deductions. Imputed rental value, flat-rate or actual maintenance, mortgage interest, energy-saving measures, running costs of let properties, tax value and assets: each of these items has rules, and each can save or cost money.
- For owners in the regionRoman Frey, our financial adviser and property fiduciary, prepares tax returns for owners in Basel-Country, Basel-City and the surrounding cantons – for private individuals as well as owners of apartment buildings.
- All permissible deductionsMaintenance, mortgage interest, energy-saving measures, management costs and running costs are fully claimed and documented – nothing is forgotten, nothing is risked.
- Costs: by time spent, quote in advanceThe tax return is a chargeable service. You receive a written quote in advance based on time spent – no surprises. Clients with a sales or letting mandate at ImmoBilà benefit from preferential terms.
- The assessment kept in view tooAfter filing, we check the tax administration’s assessment and lodge an objection if something is wrong – within the 30-day deadline.
Tax return for your own home
For house and flat owners who live in them.
- Check the imputed rental value and apply for a reduction if necessary
- Flat-rate or actual maintenance – choice renewed each year
- Deduct mortgage interest, energy-saving measures and construction loan interest
- Check tax value and asset declaration
Including all attachments and receipts as required by the Basel-Country tax administration.
Let properties
For owners of flats, apartment buildings and commercial properties.
- Rental income and property statement
- Maintenance, management costs and insurance
- Running costs correctly separated
- Depreciation for business assets
Cleanly prepared and documented – also for several properties and for communities of heirs.
Property gains tax
After the sale of a property.
- File the property gains tax return on time
- Document investment costs with all value-adding investments
- Claim commission, notary and listing costs
- Apply for replacement purchase and secure tax deferral
Declared correctly, this often saves five-figure sums.
Inheritance & gifts
When a property is transferred within the family.
- Tax treatment of advance inheritance and gifts
- Deferral of property gains tax on inheritance
- Valuation for the division of the estate
- Coordination with notary and land registry
Neutral and transparent for all parties.
Done in three steps.
Documents
You send us what you have.
- Salary certificate and the bank’s mortgage interest statement
- Invoices for maintenance and renovations
- Running cost statements and leases for let properties
- Last assessment and tax return
By email, by post or in person at the office in Füllinsdorf – we tell you in advance what is missing.
Preparation
Roman Frey prepares the tax return.
- All deductions checked – flat rate or actual, whichever pays off
- Open points are discussed with you
- You receive the return for review before it is filed
You sign – we take care of the rest.
Filing & review
Filed on time, then reviewed.
- Electronic filing with the tax administration
- Deadline extension if needed
- Review of the assessment on receipt
- Objection within 30 days if something is wrong
You always know where your tax return stands.
Price: by time spent, with a written quote in advance – a simple tax return with your own home costs less than one with several let properties. Preferential terms for clients with a sales or letting mandate at ImmoBilà.
What owners often forget.
Flat rate or actual
You can choose anew every year: flat-rate deduction (in BL based on the building’s age) or actual maintenance costs. In years with major renovations, actual pays off – keep the invoices.
Value-preserving or value-adding
Value-preserving maintenance is deductible from income tax; value-adding investments are not – but they later reduce property gains tax. The correct classification saves twice.
Energy-saving measures
Thermal insulation, heating replacement, photovoltaics: deductible, in many cases carried forward over two subsequent years. Important with regard to heating replacement from 2026 in Basel-Country.
Deadlines
In Basel-Country the tax return is generally due by 31 March; extensions are possible. After a sale, property gains tax must be declared separately.
Questions about property taxes.
What does the tax return cost?
By time spent – with a written quote in advance.
- The price depends on the scope: own home, one let flat or several properties
- You know what it costs before commissioning – no surprises
- Clients with a sales or letting mandate at ImmoBilà receive preferential terms
The costs of the tax return are themselves deductible if they relate to property management.
Flat rate or actual – which is better?
We decide this anew every year – whichever pays off.
- Flat-rate deduction: a fixed percentage of the imputed rental value or rental income, in Basel-Country depending on the building’s age
- Actual: the real maintenance costs – pays off in years with renovations
- Keep receipts even if you deduct the flat rate
Which maintenance costs are deductible?
Value-preserving maintenance yes, value-adding investments no.
- Deductible: repairs, replacing a kitchen or bathroom to the same standard, painting, heating service, building insurance
- Not deductible: extensions, conversions, luxury upgrades – but they later reduce property gains tax
- Energy-saving measures: deductible, often carried forward over two subsequent years
The correct classification saves twice – on income tax and on the later sale.
What is the imputed rental value?
A notional income for living in your own home.
- Set by the canton and taxed as income
- Deductible against it: mortgage interest and maintenance
- In the case of clear under-use, a reduction can be applied for
The abolition of the imputed rental value has been decided at federal level – we will inform you as soon as it takes effect in Basel-Country.
When do I have to file a property gains tax return?
After every sale of a property – even if there is no gain.
- The tax administration sends the form after the transfer of ownership
- Investment costs, investments, commission and notary costs are deducted
- Replacement purchase within two years: apply for tax deferral
We prepare the return and check the assessment.
Do you also look after communities of heirs?
Yes – that is exactly where neutral handling matters.
- Tax return of the community of heirs for the property
- Valuation for the division of the estate
- Property gains tax on sale or takeover by one heir
Hand in your tax return – without the headache.
Non-binding quote within 24 hours.
Let’s talk about your property.
Call or write to us – reply within 24 hours.
ImmoBilà GmbH · Schneckelerstrasse 1, 4414 Füllinsdorf
info@immobila.swiss · Mon–Fri 8:00–12:00, 13:30–17:30