Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation
Reply
 
Thread Tools Display Modes
  #1  
Old 21.03.2011, 17:23
sankbhat's Avatar
Forum Veteran
 
Join Date: Feb 2009
Location: Near Lucerne
Posts: 504
Groaned at 8 Times in 6 Posts
Thanked 201 Times in 109 Posts
sankbhat has made some interesting contributions
Tax at source refund

Refund (from Baselland) arrived in my bank account less than two weeks after sending off the letter!

dies of shock!


and finally,
Reply With Quote
  #2  
Old 22.03.2011, 08:12
mimi1981's Avatar
Forum Legend
 
Join Date: Apr 2007
Location: Basel
Posts: 3,492
Groaned at 17 Times in 15 Posts
Thanked 4,358 Times in 1,738 Posts
mimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond repute
Re: Tax at source refund

Lucky you. I'm still waiting for my refund from 2009
Reply With Quote
  #3  
Old 23.03.2011, 09:22
jmf's Avatar
jmf jmf is offline
Senior Member
 
Join Date: Apr 2010
Location: close to Baden AG
Posts: 495
Groaned at 2 Times in 2 Posts
Thanked 219 Times in 120 Posts
jmf is considered knowledgeablejmf is considered knowledgeablejmf is considered knowledgeable
Re: Tax at source refund

Refund for tax at source?
Reply With Quote
  #4  
Old 23.03.2011, 09:34
sankbhat's Avatar
Forum Veteran
 
Join Date: Feb 2009
Location: Near Lucerne
Posts: 504
Groaned at 8 Times in 6 Posts
Thanked 201 Times in 109 Posts
sankbhat has made some interesting contributions
Re: Tax at source refund

Quote:
View Post
Refund for tax at source?
Contribution to 3rd pillar mostly
Reply With Quote
  #5  
Old 23.03.2011, 09:35
Carlos R's Avatar
Forum Legend
 
Join Date: Dec 2009
Location: Round and about Basel
Posts: 5,181
Groaned at 49 Times in 46 Posts
Thanked 6,033 Times in 2,650 Posts
Carlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond repute
Re: Tax at source refund

Quote:
View Post
Contribution to 3rd pillar mostly
...and other deductions (there are a number of allowances that a good tax advisor will make sure you get back) and over payments (e.g. due to bonus months).

Quote:
View Post
Lucky you. I'm still waiting for my refund from 2009
That's really surprising - BS have always been efficient with me, although thinking about it they were slow last year. Did you call them?
Reply With Quote
  #6  
Old 23.03.2011, 12:37
mimi1981's Avatar
Forum Legend
 
Join Date: Apr 2007
Location: Basel
Posts: 3,492
Groaned at 17 Times in 15 Posts
Thanked 4,358 Times in 1,738 Posts
mimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond reputemimi1981 has a reputation beyond repute
Re: Tax at source refund

Quote:
View Post
...and other deductions (there are a number of allowances that a good tax advisor will make sure you get back) and over payments (e.g. due to bonus months).



That's really surprising - BS have always been efficient with me, although thinking about it they were slow last year. Did you call them?

Yep. Called, emailed and no luck. Everytime I speak to someone they say they don't speak English and don't understand me when I speak German (granted my German is limited more to daily conversation and not the ins and outs of tax returns but I'm sure I'm not that bad!!)

They owe me a fair bit too.....
Reply With Quote
  #7  
Old 23.03.2011, 12:39
Carlos R's Avatar
Forum Legend
 
Join Date: Dec 2009
Location: Round and about Basel
Posts: 5,181
Groaned at 49 Times in 46 Posts
Thanked 6,033 Times in 2,650 Posts
Carlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond reputeCarlos R has a reputation beyond repute
Re: Tax at source refund

Quote:
View Post
Yep. Called, emailed and no luck. Everytime I speak to someone they say they don't speak English and don't understand me when I speak German (granted my German is limited more to daily conversation and not the ins and outs of tax returns but I'm sure I'm not that bad!!)

They owe me a fair bit too.....
You've been unlucky; I usually manage in German but have resorted to English occasionally without problems. A case of "keep trying"?
Reply With Quote
This user would like to thank Carlos R for this useful post:
  #8  
Old 16.12.2011, 23:29
Member
 
Join Date: Jan 2009
Location: Zurich
Posts: 104
Groaned at 2 Times in 2 Posts
Thanked 12 Times in 9 Posts
GoonerRob has no particular reputation at present
Re: Tax at source refund

Refund, lucky people..

I just received a bill for just under 7000 SF extra tax for 2009, i thought
tax at source covered this.

Lady at tax office spoke English but could only say its very complicated.

Reply With Quote
  #9  
Old 17.12.2011, 00:19
Forum Veteran
 
Join Date: Nov 2009
Location: Bulle
Posts: 2,112
Groaned at 67 Times in 27 Posts
Thanked 1,048 Times in 545 Posts
Anthony1406 has a reputation beyond reputeAnthony1406 has a reputation beyond reputeAnthony1406 has a reputation beyond reputeAnthony1406 has a reputation beyond repute
Re: Tax at source refund

im to afraid to send anything in. id rather.

rather play the ignorant card .....is there a way one could find out though? (quick summary if it is simple as im not getting a taxman or going through all receipts.... )
Reply With Quote
  #10  
Old 19.12.2011, 17:02
Linbaba's Avatar
Newbie
 
Join Date: May 2010
Location: Solothurn
Posts: 6
Groaned at 0 Times in 0 Posts
Thanked 7 Times in 3 Posts
Linbaba has no particular reputation at present
Re: Tax at source refund

All typical deductions and allowances are standardized and directly included in the withholding tax tariffs, e.g. deductions for social insurance and professional expenditures.

Alien employees resident in Switzerland and not subject to the subsequent ordinary assessment may however claim additional deductions, if these are properly evidenced. So a part of the tax withheld will be refunded.

As far as I am informed, a refund can be applied rof based on the following conditions:

§ for debt interest in accordance with the principles for exclusion in force at the time in question (only consumer credit, no mortgage interests);

§ for payments of alimony;

§ for further education or retraining costs which are related to one's profession ;

§ for contributions to recognised forms of tied private pension plans (Pillar 3a); here, the same provision amount as for Swiss citizens can be deducted (currently CHF 6,682);

§ for additional expenses for childminders;

§ costs for illness and accidents as well as costs due to invalidity given the costs are higher than 4% of gross income (e.g. gross income CHF 75,000, 4% = CHF 3,000)

§ for voluntary payments to the professional pension fund (Pillar 2) for missing years of contribution (“pension fund buying”);

§ for voluntary contributions to exclusively non-profit Swiss institutions.

Last edited by Longbyt; 21.12.2011 at 06:47. Reason: Put a few spaces in. I don't know why this happens but you are not the only victim!
Reply With Quote
The following 2 users would like to thank Linbaba for this useful post:
Reply

Tags
basel, duration, land, tax at source


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
3rd pillar - taxation at source - how to get refund? chiarina Finance/banking/taxation 17 21.03.2012 12:39
Refund Form for people being Taxed at source pigeonsbay Finance/banking/taxation 5 26.02.2010 11:23
Tax a la source receive tax return documents marius_c1 Finance/banking/taxation 2 25.02.2010 14:59
Tax Refund if taxed at source and earning BELOW CHF120k benneesom Finance/banking/taxation 21 06.01.2010 11:33
Tax refund prospects if paying at source and earning over 120K MikeUSA Finance/banking/taxation 16 10.11.2009 21:38


All times are GMT +2. The time now is 09:11.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2012, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0