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Old 14.04.2011, 08:05
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Tax rebate from B to C permit

Hi all

Someone was telling me recently that when they changed their permit status from B to C that they received a large tax rebate.

Has anyone experienced this when changing from B to C? Perhaps it could have been their tax paid at source year to date.

Any info appreciated as I'm still pondering the benefits of changing from B to C.

Thanks
Spike
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Old 14.04.2011, 08:18
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Re: Tax rebate from B to C permit

I'd be surprised if that is the case, if you really mean a rebate.

Firstly, changing from B to C will mean you no longer pay source tax. So per month you get to keep all that lovely tax money. However, you do of course need to pay taxes, so you will need to pay that at some time in the future. Not what I call a rebate.

If you mean when changing from B to C your friend actually recevied money back from the tax authorities - very unlikely I would say. For a start, how soon after changing did the rebate come ? Normally anything to do with the tax authorities seems to take for ever, and I can't imagine they are specially quick at paying rebates.

Now, if your friend means that after changing from B to C and then subsequently filing a tax return (which is then mandatory) his tax bill was substantially lower than previously when on source tax, there is a chance of that. For example if living in a low tax community within a high tax canton due to the way the tax calculation is made, and especially if able to offset many deductions above the norm e.g. high travel costs, high pension contribution etc.

Certainly in my case I changed from B to C in the middle of the year in Zurich (a few years ago) and there was no source tax refund. It was retained and offset against the taxes due after filing my tax form.
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Old 14.04.2011, 09:46
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Re: Tax rebate from B to C permit

Taxes depend also on your status , if you are married and if you have children. ( and payment of 3. pillar and s.o.)
In this case to declare taxes could be better= less than to pay tax at source.

Where do you live, in which canton?

birdy
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Old 14.04.2011, 09:57
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Re: Tax rebate from B to C permit

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Hi all

Someone was telling me recently that when they changed their permit status from B to C that they received a large tax rebate.

Has anyone experienced this when changing from B to C? Perhaps it could have been their tax paid at source year to date.

Any info appreciated as I'm still pondering the benefits of changing from B to C.

Thanks
Spike
It could be; when you pay tax at the source, you pay one rate for the entire Canton. When you file, you pay at the actual cantonal and communal rates, which could be higher or lower.
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Old 14.04.2011, 10:12
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Re: Tax rebate from B to C permit

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It could be; when you pay tax at the source, you pay one rate for the entire Canton. When you file, you pay at the actual cantonal and communal rates, which could be higher or lower.
Yes, no rebates (if any are due) will be forthcoming without first completing a tax declaration...
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Old 15.04.2011, 04:54
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Re: Tax rebate from B to C permit

Hi all

Thanks for taking the time to provide me with your help. I live in Rüschlikon and fill out the usual tax forms each year. I have wondered how they could possibly provide more of a rebate since taxes here are so low in the first place!

Maybe there might be something in what Corbets suggests.

Spike
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Old 20.04.2011, 18:56
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Re: Tax rebate from B to C permit

If you did not pay tax at source and had a normal taxation by filling tax declaration with B-permit, with C permit will not be any changes to you.
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Old 31.05.2015, 05:39
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Re: Tax rebate from B to C permit

I would like to revive this thread to ask: is it convenient in terms of tax to change from B to C? Is there a website where I can calculate how much I would pay if on a normal tax plan? (I am now on the quellesteuer)
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Old 31.05.2015, 08:30
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Re: Tax rebate from B to C permit

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I would like to revive this thread to ask: is it convenient in terms of tax to change from B to C? Is there a website where I can calculate how much I would pay if on a normal tax plan? (I am now on the quellesteuer)
B is more convenient. With C you will have to actively declare taxes.

B might actually be beneficial, financially, as the basic premises in the calculation might work out in your favour. Example: You live "at" work - so no cost for commuting, no offseting in declaring tax. With B, some average distance is included.

Whenever C would be (much) better financially, you missed out on going the "Nachveranlagung" route.

Download Private Tax and see yourself (http://www.steueramt.zh.ch/internet/.../software.html)

Last edited by daffy99; 31.05.2015 at 08:31. Reason: Grrrammar
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