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Optional module · CHF 399/year
Modules
Tax Module

From discrepancy to franc, in seconds.

Compare the declaration and tax decision line by line, spot gaps in CHF and prepare your appeals before cantonal deadlines.

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DI/DT comparison with discrepancies and tax impact
DI/DT comparison with discrepancies and tax impact
Tax file

The complete workflow, from collection to archiving.

Each tax file follows a visual 5-step workflow. The collaborator sees progress, categorized documents, DI/DT comparison and available actions.

  • Visual workflow: Collection → Submitted → To review → Validated → Archived
  • Documents categorized with tags and tax section
  • DI/DT comparison integrated into the file
Tax file with workflow and documents
Tax file with workflow and documents
DI/DT comparison

Every discrepancy in francs, line by line.

The system automatically compares the declaration with the tax authority's decision. Every difference is displayed in CHF. The collaborator chooses what to contest.

  • Positive and negative discrepancies in Swiss francs
  • Total tax impact calculated automatically
  • "To claim" status triggered as soon as a discrepancy is detected
Cantonal deadlines

Each canton, its deadline — no claim missed.

The system tracks claim deadlines by canton (30 days default, configurable). Visual alerts: green beyond 14 days, amber between 7 and 14, red below 7.

  • Configurable rules canton by canton
  • Green / amber / red color code
  • Consolidated view of all firm deadlines
Benefits

What you actually gain

DI/DT comparison in seconds.

The system reads the tax authority’s decision, compares it with the declaration and shows you the differences in francs directly. No more line-by-line review to spot a correction worth contesting.

Claim letters in a few clicks.

AI-drafted arguments based on detected discrepancies, free editing, PDF export ready to mail.

No cantonal deadline missed.

Configurable visual alerts (green / amber / red) based on your canton’s deadlines. Every dossier knows where it stands.

Features

Everything included

Line-by-line comparison

Each line of the declaration is matched to the tax authority’s decision, discrepancies shown in CHF and percent.

Configurable cantonal rules

VD, GE, ZH, BE and other cantons: deadlines, thresholds and references adjustable per canton.

PDF claim letter generation

Argued letter produced automatically from detected discrepancies, firm letterhead, ready to mail.

Visual deadline alerts

Color code: normal beyond 14 days, amber between 7 and 14 days, red below.

Complementary modules

FAQ

Questions about this module

  • How does the DI/DT comparison work?
    When the tax authority’s decision arrives, the system reads it automatically and compares it line by line with the original declaration. Dr.Tax data serves as cross-check. Each difference appears in francs with its estimated impact.
  • Which cantons are supported?
    All Swiss cantons. Rules (deadlines, thresholds, legal references) are configurable canton by canton in the admin — you adjust without waiting for an update.
  • Can the claim letters be edited?
    Yes. AI drafts the arguments from detected discrepancies, you freely edit the text, add your references and export the final PDF with your firm’s letterhead.
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