Pilot program for the Canton of Zurich
TaxOptimizer
Tax returns made easy
Artificial intelligence prepares your tax return in just a few steps. You review everything at your own pace and file it electronically with the Canton of Zurich tax office with a single click. For CHF 49 per tax return, including a review by federally certified experts worth CHF 89.
Tax documents
being analyzed
Tax return
completed
Tax return
filed
Upload documents instead of filling out forms
Do you also find tax returns tedious and have recurring questions? You are not alone: more than one in two people in Switzerland feels the same way. Our tool helps you prepare your tax return quickly and easily. It ensures you don't miss any relevant deductions and allows you to file your tax return directly with your canton. We developed the TaxOptimizer in collaboration with PostFinance.
The benefits we offer you
Reduce time spent
A simple and intuitive onboarding process guides you through every step. Thanks to the automatic recognition and extraction of data from your documents and receipts, manual data entry is largely eliminated. This saves you valuable time and reduces the risk of errors.
Maximize your deductions
The tool identifies suitable deduction opportunities for your personal situation and automatically takes all applicable deductions into account, such as Pillar 3a contributions up to CHF 7,258 or your professional expenses. This allows you to make the most of your personal tax-saving potential.
Everything in one place
The tool bundles all the important information for your tax return in one place. You can store your documents and receipts centrally and clearly, or scan them directly using the iqdocs app. And if any questions arise, our tax assistant is available via chat, backed by real experts.
How it works
Five simple steps and your tax return is filed.
Answer questions
Answer a few personal questions, such as your age and marital status.
Provide details
Provide details regarding relevant assets and deductions.
Upload receipts
Upload your documents and receipts. They will be automatically read and categorized.
Review and file
Review your auto-filled tax return and file it officially with the canton directly through the tool.
View analyses
View analyses of your financial situation and opportunities for optimization.
TaxOptimizer pilot offer: all-inclusive
Pilot offer: CHF 49.– per tax return, including a review by federally certified experts worth CHF 89.–.
- Prepare your tax return with automatic document scanning
- Direct electronic filing with the Canton of Zurich tax office
- Review by a certified professional before filing, a value of CHF 89.–
- Personalized tax insights after filing
- Downloadable filing receipt and provisional tax calculation
Already filed your 2025 tax return?
No problem. Join the 2026 waitlist and secure a free review of your tax situation when you prepare your 2026 tax return with our federally certified tax and fiduciary experts.
“
Very user-friendly tool that saves a lot of time.
2026 user test participant
iqtax and PostFinance
We developed the TaxOptimizer in collaboration with PostFinance. iqtax is a Swiss technology company based in Rotkreuz (ZG) that is reimagining the tax return: AI-powered, paperless, and directly connected to the tax authorities. Developed with federally certified tax and fiduciary experts.
Filing your actual tax return should be this easy.
2026 user test participant
Pilot project
The TaxOptimizer is currently in its pilot phase and is being made available to a wider group of PostFinance customers for the first time. The test phase runs from August 24, 2026, to December 31, 2026. This offer is aimed primarily at individuals with simple to moderately complex tax situations. During the pilot phase, you can prepare and file your tax return for CHF 49.
Roles and responsibilities
iqtax handles the completion of your tax return and is responsible for all tax-related content and information. Click "Start now" to go directly to the iqtax platform. Electronic filing is currently available for the Canton of Zurich, with other cantons to follow gradually. PostFinance does not provide tax advice, but is happy to advise you on retirement planning, investments, financial planning, or financing upon request.
Frequently asked
questions
iqtax exists to bring tax returns in Switzerland up to date with the latest technology. Instead of struggling through endless forms or hiring expensive tax advisors, AI takes care of the entire process. Fast, digital, and completely stress-free.
With iqtax, you can complete your tax return in just a few minutes. Thanks to artificial intelligence, there is hardly any need to transfer data manually, which minimizes sources of error on the one hand and maximizes optimization opportunities on the other. You can conveniently submit your completed tax return at the touch of a button. Check out here how iqtax works.
You can upload your documents with iqtax mobile app directly to the platform or photograph them with your smartphone using the iqtax app. All documents are automatically recognized, and transferred to your tax return.
Usually only a few minutes. iqtax automatically reads your documents, so you hardly have to enter anything manually.
Yes. Our tax assistant answers your questions directly in the app. In addition, you can choose our expert tax return service, where an expert will provide you with personal 1:1 support or prepare your entire tax return for you.
All your data is encrypted and stored exclusively on FINMA and ISO/IEC 27001, 27017, and 27018 compliant servers in Switzerland. More about data security here.
Your data is only visible to you. Neither third parties nor partners have access to it. Our employees can only view your data if you request one-to-one support as part of the expert tax return service and give us your consent to do so. For more questions regarding data and data security, please contact us.
Yes, you can delete your data yourself at any time in the app's profile settings. If you have any further questions, please feel free to contact us.
If you are self-employed and run a sole proprietorship, you currently cannot file your tax return via iqtax. In this case, we recommend our Expert Tax Return service. Our tax professionals will handle your return and provide individual guidance.
Zurich is the first integrated canton. Additional cantons be connected gradually throughout 2026. Nationwide coverage across Switzerland is planned within the next 1–2 tax periods.