Checklists for accounting firms
Tax return for an individual
Documents for the Swedish income tax return (inkomstdeklaration 1) of a private client.
What the firm needs
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1. Questions about the year
Write a comment if anything changed during the year, for example a move, a new job, your own business, marriage or divorce. Write Nothing new if all is as last year.
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2. Sale of a home
If you sold a flat or a house: the contracts for both the purchase and the sale, the estate agent's statement and receipts for improvements you made while you owned the home.
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3. Purchase of a new home
If you bought a new home the same year or plan to: the purchase contract and the date you take over. It is needed if you want to defer the tax on the gain.
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4. Shares, funds and other securities
Annual statements and sale notes from your bank or broker for securities you sold that are not on the prefilled return. Investment savings accounts and endowment insurance are not needed.
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5. Crypto assets
Transaction history from every platform you used, with date, amount and price for purchases and sales during the year.
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6. Letting
If you let your home or part of it: the lease, the rent received for the year and fees or other costs that belong to the letting.
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7. Income and accounts abroad
Pay slips, pension statements and account statements from other countries for the year, and the tax already paid there.
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8. Travel to and from work
If you want a deduction for travel: the address of your home and workplace, the number of working days you travelled, how you travelled and whether your employer paid for any of it.
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9. Loans and interest not prefilled
If you have a loan from a private person or a foreign bank: the annual statement or a summary of the interest you paid during the year.
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10. Other
Anything else that can affect the return, for example an inheritance, gifts you received or a decision from the Swedish Tax Agency.
Checked 11 November 2026 against the authority's own pages: Skatteverket, Lämna en bilaga till deklarationen
Send the checklist to your clients
With Aldorock Underlag the client gets a link to this list. The client uploads item by item without an account and the files land in your firm's own SharePoint. Reminders go out by themselves.