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Old 13.08.2015, 15:26
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Tax return questions [Basel Stadt]

I wonder if there is anyone that knows the answer to my random questions for a Basel Stadt tax return:


1. For the further education costs that are deductable, can i claim the travel to attend a course, e.g flights and hotels to London as part of a course
Also can i deduct german language courses i have attended here in Basel ?


2. What is the limit for claiming back childcare costs when one child in full time childcare


3. Should i submit all health insurance monthly premium bills or just the yearly summary? what about the bills that i have paid on top of this- the initial 10% or tests not covered by the health insurance.


Also, should i be submitting all prescriptions?, does it matter which country the prescription was issued in?


4. For other medical expenses that have not been sent to health insurance (as not covered and treatment abroad) do i just submit all these receipts ?


5. can i claim for travel to work- my UAbo card, as one tax advisor said i could and another say no...again i am confused


6.One tax expert told me i can claim for gifts i have given to others, e.g paying for someones flight over here etc...., then another tax expert said i could not, so again i am confused.


7. i have transfered a UK pension over here late last year, will that have an impact?


Have any of these changed in recent years i am submitting my 2013 and 2014 tax return soon. Thanks everyone
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Old 13.08.2015, 17:39
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Re: Tax return questions

Just claim for everything, they will throw out what is not allowed.
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Old 13.08.2015, 20:12
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Re: Tax return questions

You've apparently had a lot of tax 'experts' advising you and maybe you'll get more than a few here. I hope you can cope with all the conflicting advice.

As to point 1, you have to be careful to distinguish between (a) general education, retraining etc. (Ger: Ausbildung) and (b) a course of study, training etc., strongly related to you current job (Ger: Weiterbildung).
(a) is not tax deductible and (b) is.

This link (Ger: ) explains it : http://www.beobachter.ch/dossiers/st...nem-steueramt/
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Old 13.08.2015, 21:24
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Re: Tax return questions

Find a good tax accountant ("Treuhand") to prepare your return for you and/or provide tax advice. Colfina in Eiken is often recommended on EF.

Or rely on uninformed opinion from a bunch of random, anonymous forum users.

Up to you, really.
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Old 13.10.2015, 11:43
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Re: Tax return questions

A bit of an off-question, but wanted to ask before going to the Steueramt.

Would anyone know if it is possible to specify a bank account:
a) outside of Switzerland (but in EU), or
b) of a friend
when filling out the form for Quellensteuer return (3a pillar stuff alone)?

The thing is, my contract expires in April and I might leave the country.
And the tax return from last year arrived only in July/August this year.
So I am not sure how would it be handled if I have to close the bank account when I leave, and the money would "arrive" onto that closed account if I am unable to specify another one as above.

Thanks for any advice.

D
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Old 13.10.2015, 14:12
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Re: Tax return questions

I'm just going through this myself and it would seem that in general you can't claim healthcare unless it's an exceptionally high amount, i.e. insurance premiums are not tax deductable. I believe there is a "flat rate" deduction simply for having a job and it would seem that you can claim for the u-abo for travel in addition. ...but it's never really very clear. If you can understand German or find someone to help you then you can read through the tax return and/or the baltax software as I have also had contradictory advice from treuhands.
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Old 20.10.2015, 11:43
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Re: Tax return questions

Quote:
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A bit of an off-question, but wanted to ask before going to the Steueramt.

Would anyone know if it is possible to specify a bank account:
a) outside of Switzerland (but in EU), or
b) of a friend
when filling out the form for Quellensteuer return (3a pillar stuff alone)?

The thing is, my contract expires in April and I might leave the country.
And the tax return from last year arrived only in July/August this year.
So I am not sure how would it be handled if I have to close the bank account when I leave, and the money would "arrive" onto that closed account if I am unable to specify another one as above.

Thanks for any advice.

D

To answer my own question:

I went to the Steueramt and got info that there is no issue at all with providing a foreign bank account to pay out the tax return.
The only thing is the exchange rate, which will be dependent on the day of payout.

Cheers,
D
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