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Old 17.03.2015, 10:21
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Tax Return Question

Hi All,

I earn over the supposed tax-refund threshold of 126k CHF per annum. I moved to Zurich in December 2013 and started work in January 2014. I am taxed at source.

I understand that because of my "high" income, I should (1) have to do a tax return for 2014, (2) should receive a tax request and form in the mail and (3) the return should be submitted before the end of March 2015, unless I request an extension.

But I have not received a tax form or request in the mail yet. I have engaged a firm (same one that manages my payroll) and they say there is nothing to do until I receive this form. But I'm am worried they are giving me bad advice and I may get in trouble for not doing a tax return within the deadline.

Does anyone care to confirm or refute (based on personal experience) the claim that I don't need to do anything unless I am sent the tax form?

Thanks.
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Old 17.03.2015, 11:35
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Re: Tax Return Question

If you're not running a company or have a massive and diversified real estate portfolio, taxes in Switzerland are easy.

So my advice is to not go through any intermediaries but do your taxes yourself. Talk to the tax office directly. Best is to phone them. I've always found them to be very helpful.

In contrast to other countries where the tax office seems out to catch you out, I've always felt tax officials to be doing what they could to make things easier for me and to be lenient in extending deadlines or explaining things or forgiving me for doing things wrong.

I would just phone them, be totally honest and explain that you're not sure what you should be doing. You should have your AHV number to hand as that's what they normally use to identify you in the system.

Most people in HR and payroll are idiots by the way. Don't ask them and don't trust them. Another reason to talk to the tax people directly.
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Old 17.03.2015, 16:09
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Re: Tax Return Question

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Most people in HR and payroll are idiots by the way. Don't ask them and don't trust them. Another reason to talk to the tax people directly.
No they are not The only idiots here are people believing HR/Payroll should be able to give them the info they request concerning their own personal taxes. Since when did HR/Payroll become tax advisers?

HR and/or payroll is not in a position to give advise (or rather should NEVER give advise) on any income tax related questions as this is between the taxman and the employee (and you may throw in an accountant in the equation for maximum joy).

Standard practice...
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Old 17.03.2015, 16:33
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Re: Tax Return Question

Considering you are in Namibia, it is no wonder you do not know the obligations of a Swiss Payroll Company regarding withholding tax for employees:

http://www.steueramt.zh.ch/internet/...itgebende.html
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Old 17.03.2015, 16:53
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Re: Tax Return Question

If you are only one year and you are in Zurich, you pay "Quellensteuer" and you can fill in this document and send it with the documentation explained in the doc at the end. But if you don't receive any brief, you don't have to.

http://www.steueramt.zh.ch/dam/finan...ng_2015_v1.pdf
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Old 17.03.2015, 17:01
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Re: Tax Return Question

Ok - I appreciate people's attempts to be helpful and I'm sure these responses are answers to somebody's questions... just not mine

To clairfy, HR are not doing my tax return. I will use a company that provides tax consulting, auditing, accounting, payroll services, business administration and company directors. I am using them because we have an established business relationship where they have provided non personal tax related services and they have been reasonably competent and well priced.

That said, I am ever skeptical and uncomfortable leaving important matters in other people's hands. I was hoping someone here would have an informed comment regarding the unsent tax letter. Probably I will just embarass myself and ask the consultant for the third time if they are *really* sure it is ok not to do a tax return until I receive a letter.

I don't speak German and I assumed the tax office would not want to talk to me in English.
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Old 17.03.2015, 17:33
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Re: Tax Return Question

So why not ask the company that does your tax consulting?

I've just filed my first tax declaration (arrived in august 2014) via PWC. I haven't received a letter either.
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Old 17.03.2015, 17:37
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Re: Tax Return Question

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I don't speak German and I assumed the tax office would not want to talk to me in English.
Around here they do.

Tom
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Old 17.03.2015, 17:43
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Re: Tax Return Question

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I don't speak German and I assumed the tax office would not want to talk to me in English.
You can always ask to speak to somebody who speaks English.
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Old 17.03.2015, 18:12
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Re: Tax Return Question

They want your money, they speak English

Call The Canton Zurich Tax Office. 043 259 37 00

From the very end of:
http://www.steueramt.zh.ch/dam/finan...t_qst15_en.pdf
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Old 06.06.2015, 18:01
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Re: Tax Return Question

I pay tax at source and was over the 126 for a year or two before I was sent a tax return. You don't need to ask for one - just wait and do it when they get around to sending you one - they will eventually!
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