Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation  
Reply
 
Thread Tools Display Modes
  #1  
Old 23.07.2007, 12:34
Forum Veteran
 
Join Date: Dec 2005
Location: ch
Posts: 2,290
Groaned at 34 Times in 34 Posts
Thanked 1,623 Times in 836 Posts
gooner has a reputation beyond reputegooner has a reputation beyond reputegooner has a reputation beyond reputegooner has a reputation beyond reputegooner has a reputation beyond repute
Tax declaration (Steuererklärung) - B permit holder

I received a letter in the post titled 'Mahnung zur Einreichnung der Steuerklärung 2006'

I called the Steueramt to confirm that I understood the letter correctly. The letter says that I have to declare taxes for 2006 within 10 days of receipt of this registered letter.

I did receive a tax declaration package for 2006. I never completed it as I was being taxed at the source (quellensteuer), I was not earning over the threshold 120K per annum and I only got a B Permit in November/December 2006 still paying source tax (quellensteuer).

When I called them they told me that I ALSO had to declare for 2005. I only started work on 1 December 2005, on an L Permit paying source tax (quellensteuer).

I can get more time, but the letter tells me that I stand to get fined if I don't submit a tax declaration - after they have made their own estimation of how much I have paid/should pay.

I was not able to extract meaningful answers from the Steueramt, as my German is sketchy.

My questions are:
  1. in 2005 I worked for 1 month on an L Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1 month as stipulated by the Steueramt?
  2. in 2006 I worked for the last 1-2 months on an B Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1-2 months as stipulated by the Steueramt?
Anyone with experience on this, please share it with us. If anyone knows a tax guy in Zurich who can help please post their details.

Last edited by gooner; 23.07.2007 at 12:37. Reason: add on
Reply With Quote
  #2  
Old 23.07.2007, 12:39
Polorise's Avatar
Forum Legend
 
Join Date: Mar 2007
Location: about there
Posts: 2,738
Groaned at 26 Times in 26 Posts
Thanked 2,325 Times in 1,259 Posts
Polorise has a reputation beyond reputePolorise has a reputation beyond reputePolorise has a reputation beyond reputePolorise has a reputation beyond reputePolorise has a reputation beyond repute
Re: Tax declaration (Steuererklärung) - B permit holder

Quote:
View Post
I received a letter in the post titled 'Mahnung zur Einreichnung der Steuerklärung 2006'

I called the Steueramt to confirm that I understood the letter correctly. The letter says that I have to declare taxes for 2006 within 10 days of receipt of this registered letter.

I did receive a tax declaration package for 2006. I never completed it as I was being taxed at the source (quellensteuer), I was not earning over the threshold 120K per annum and I only got a B Permit in November/December 2006 still paying source tax (quellensteuer).

When I called them they told me that I ALSO had to declare for 2005. I only started work on 1 December 2005, on an L Permit paying source tax (quellensteuer).

I can get more time, but the letter tells me that I stand to get fined if I don't submit a tax declaration - after they have made their own estimation of how much I have paid/should pay.

I was not able to extract meaningful answers from the Steueramt, as my German is sketchy.

My questions are:
  1. in 2005 I worked for 1 month on an L Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1 month as stipulated by the Steueramt?
  2. in 2006 I worked for the last 1-2 months on an B Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1-2 months as stipulated by the Steueramt?
Anyone with experience on this, please share it with us.
Hi Gooner, I got hit for this in my first year, which was incomplete; i.e. I started work on a B in April, paying Quellensteur ... they just wanted to check on my overall payments. I actually received a 1,500 chuff return, as I had overpaid via my company payroll.
Your best bet is to take the letters & any supporting info to an accountant / treuhandler, they will sort it out for you.
Hope that helps.
Reply With Quote
  #3  
Old 23.07.2007, 13:08
Forum Legend
 
Join Date: May 2005
Location: Luzern currently
Posts: 2,565
Groaned at 3 Times in 3 Posts
Thanked 720 Times in 373 Posts
Richard has a reputation beyond reputeRichard has a reputation beyond reputeRichard has a reputation beyond reputeRichard has a reputation beyond reputeRichard has a reputation beyond repute
Re: Tax declaration (Steuererklärung) - B permit holder

Quote:
View Post
I received a letter in the post titled 'Mahnung zur Einreichnung der Steuerklärung 2006'

I called the Steueramt to confirm that I understood the letter correctly. The letter says that I have to declare taxes for 2006 within 10 days of receipt of this registered letter.

I did receive a tax declaration package for 2006. I never completed it as I was being taxed at the source (quellensteuer), I was not earning over the threshold 120K per annum and I only got a B Permit in November/December 2006 still paying source tax (quellensteuer).

When I called them they told me that I ALSO had to declare for 2005. I only started work on 1 December 2005, on an L Permit paying source tax (quellensteuer).

I can get more time, but the letter tells me that I stand to get fined if I don't submit a tax declaration - after they have made their own estimation of how much I have paid/should pay.

I was not able to extract meaningful answers from the Steueramt, as my German is sketchy.

My questions are:
  1. in 2005 I worked for 1 month on an L Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1 month as stipulated by the Steueramt?
  2. in 2006 I worked for the last 1-2 months on an B Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1-2 months as stipulated by the Steueramt?
Anyone with experience on this, please share it with us. If anyone knows a tax guy in Zurich who can help please post their details.
Are you lunching on Friday?
Reply With Quote
  #4  
Old 23.07.2007, 20:18
dannyt986's Avatar
Forum Veteran
 
Join Date: May 2005
Location: Wollerau, Schwyz
Posts: 1,832
Groaned at 26 Times in 19 Posts
Thanked 724 Times in 485 Posts
dannyt986 has a reputation beyond reputedannyt986 has a reputation beyond reputedannyt986 has a reputation beyond reputedannyt986 has a reputation beyond repute
Re: Tax declaration (Steuererklärung) - B permit holder

Hi

You will find a lot of information by searching this forum including advisors in Zurich. However, you will almost certainly get an extension to the deadline when requested when you explain your situation. Call the tax office and request it pending you getting sorted out.

Daniel
Reply With Quote
  #5  
Old 05.08.2008, 16:45
Newbie 1st class
 
Join Date: Jul 2007
Location: Lausanne (VD)
Posts: 24
Groaned at 0 Times in 0 Posts
Thanked 2 Times in 2 Posts
rsm296 has no particular reputation at present
Re: Tax declaration (Steuererklärung) - B permit holder

Quote:
View Post
Hi Gooner, I got hit for this in my first year, which was incomplete; i.e. I started work on a B in April, paying Quellensteur ... they just wanted to check on my overall payments. I actually received a 1,500 chuff return, as I had overpaid via my company payroll.
Your best bet is to take the letters & any supporting info to an accountant / treuhandler, they will sort it out for you.
Hope that helps.

My question related to the original thread:

I started working in Switzerland on B permit in 2007 (tax deduction at source). In early 2008 I contacted a fiduciary for filing my 2007 tax returns. They told me:

- First they have to ask the tax department to open my tax file (since I did not get any notification to file my taxes for 2007)

- After few weeks they filed my tax returns for 2007 and gave me a copy of that. They also told me that I’ll get some money back since I overpaid.

After this till now (almost 5 months) I did not get any info from either the Tax dept or from this fiduciary. I contacted the fiduciary last month and they told me that tax papers / refund could take unto a year so I have to wait.

My questions are:

1) Is it normal to get the receipt of tax filing / tax return after a year??
2) How long should I wait before taking any action like contacting the tax department personally?
Reply With Quote
  #6  
Old 05.08.2008, 17:54
amogles's Avatar
Forum Legend
 
Join Date: Mar 2008
Location: Zurich
Posts: 10,859
Groaned at 229 Times in 193 Posts
Thanked 22,679 Times in 9,622 Posts
amogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond repute
Re: Tax declaration (Steuererklärung) - B permit holder

I've just switched from a B to a C permit this year.

I've never filed a tax return before.

I assumed that my first filing will be for 2008.

If I interpret the above correctly, I should be filing for all the years that I had a B permit and payed Quellensteuer. That sounds pretty daunting as I'm not even sure I still have all the documentation. I first came to Switzerland in 1991.
Reply With Quote
  #7  
Old 05.08.2008, 21:03
gbn's Avatar
gbn gbn is offline
Forum Legend
 
Join Date: Dec 2005
Location: Zuri Oberland
Posts: 2,749
Groaned at 109 Times in 74 Posts
Thanked 2,381 Times in 1,120 Posts
gbn has a reputation beyond reputegbn has a reputation beyond reputegbn has a reputation beyond reputegbn has a reputation beyond reputegbn has a reputation beyond repute
Re: Tax declaration (Steuererklärung) - B permit holder

Quote:
View Post
I received a letter in the post titled 'Mahnung zur Einreichnung der Steuerklärung 2006'

I called the Steueramt to confirm that I understood the letter correctly. The letter says that I have to declare taxes for 2006 within 10 days of receipt of this registered letter.

I did receive a tax declaration package for 2006. I never completed it as I was being taxed at the source (quellensteuer), I was not earning over the threshold 120K per annum and I only got a B Permit in November/December 2006 still paying source tax (quellensteuer).

When I called them they told me that I ALSO had to declare for 2005. I only started work on 1 December 2005, on an L Permit paying source tax (quellensteuer).

I can get more time, but the letter tells me that I stand to get fined if I don't submit a tax declaration - after they have made their own estimation of how much I have paid/should pay.

I was not able to extract meaningful answers from the Steueramt, as my German is sketchy.

My questions are:
  1. in 2005 I worked for 1 month on an L Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1 month as stipulated by the Steueramt?
  2. in 2006 I worked for the last 1-2 months on an B Permit paying quellensteuer (source tax) - Do I need to declare taxes for this 1-2 months as stipulated by the Steueramt?
Anyone with experience on this, please share it with us. If anyone knows a tax guy in Zurich who can help please post their details.
Give Denise Collin a shout... she does taxes for me and Lob at least...
www.colfina.ch
Reply With Quote
  #8  
Old 09.08.2008, 00:19
Goldtop's Avatar
Forum Legend
 
Join Date: Feb 2008
Location: Zurich
Posts: 2,857
Groaned at 11 Times in 11 Posts
Thanked 905 Times in 625 Posts
Goldtop has a reputation beyond reputeGoldtop has a reputation beyond reputeGoldtop has a reputation beyond reputeGoldtop has a reputation beyond repute
Re: Tax declaration (Steuererklärung) - B permit holder

Quote:
View Post
My question related to the original thread:

I started working in Switzerland on B permit in 2007 (tax deduction at source). In early 2008 I contacted a fiduciary for filing my 2007 tax returns. They told me:

- First they have to ask the tax department to open my tax file (since I did not get any notification to file my taxes for 2007)

- After few weeks they filed my tax returns for 2007 and gave me a copy of that. They also told me that I’ll get some money back since I overpaid.

After this till now (almost 5 months) I did not get any info from either the Tax dept or from this fiduciary. I contacted the fiduciary last month and they told me that tax papers / refund could take unto a year so I have to wait.

My questions are:

1) Is it normal to get the receipt of tax filing / tax return after a year??
2) How long should I wait before taking any action like contacting the tax department personally?
  1. The tax office does not routinely acknowledge a filing. If you need a receipt:
    a) send it registered post, or
    b) go there with a copy and request the office to stamp the copy as acknowledgment.
  2. Unless you are leaving Switzerland, you may not want to annoy them with nagging. At least wait 1 year. You get 2% interest on delayed refunds. So why hurry?
Reply With Quote
This user would like to thank Goldtop for this useful post:
Reply

Tags
declaration, tax declaration




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
B Permit Holder in Zürich - Worth Filing a Tax Return? hbunny Finance/banking/taxation 25 23.03.2018 13:09
Non-EU spouse of an EU citizen + C permit holder tuteca Permits/visas/government 48 05.09.2011 19:04
Setting up a business as a B permit holder dino Business & entrepreneur 39 12.06.2008 17:51
Australian Girlfriend - UK B Permit holder Jules_bahrain Permits/visas/government 5 25.04.2007 11:22


All times are GMT +2. The time now is 14:58.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2021, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0