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  #21  
Old 15.02.2011, 16:46
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Re: Average Cost of Tax Submission

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Kt Zurich 2010 tax year: if you have a subsidised canteen you can deduct CHF7.50 per working day or a maximum of CHF1600 pa.

With no subsidy CHF15 per day or CHF3,200 pa.

This is completed under "Berufsauslagen"...
There is a certain sum that you can deduct without having to explain it or provide receipts. This is the Pauschale. If you actually spend less than the Pauschale it is still OK to deduce the full Pauschale. If you spend more then you have to break it down. Ditto for health costs, travelling expenses, work-related clothing etc. etc.
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  #22  
Old 15.02.2011, 16:48
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Re: Average Cost of Tax Submission

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Kt Zurich 2010 tax year: if you have a subsidised canteen you can deduct CHF7.50 per working day or a maximum of CHF1600 pa.

With no subsidy CHF15 per day or CHF3,200 pa.

This is completed under "Berufsauslagen"...
And finally: how did you learn all this?? Is there a guide that I can buy (in English)?
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  #23  
Old 15.02.2011, 16:49
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Re: Average Cost of Tax Submission

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Tip: if/when you pay charities, do them all on the same day without making any other payments that day. Then use the 'payment advice' sheet with the various charity payments on as your evidence of payment without need to list each one individually.
All charities I've ever donated to have sent me a receipt and I use this rather than the bank statement.
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  #24  
Old 15.02.2011, 16:50
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Re: Average Cost of Tax Submission

Traveling costs to and from work?! Wow, how does that work?
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  #25  
Old 15.02.2011, 16:51
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Re: Average Cost of Tax Submission

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There is a certain sum that you can deduct without having to explain it or provide receipts. This is the Pauschale. If you actually spend less than the Pauschale it is still OK to deduce the full Pauschale. If you spend more then you have to break it down. Ditto for health costs, travelling expenses, work-related clothing etc. etc.
how much is the Pauschale? Where can I find all this for Kt Zurich?
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Old 15.02.2011, 16:53
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Re: Average Cost of Tax Submission

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And finally: how did you learn all this?? Is there a guide that I can buy (in English)?
I don't know about English but if you use the cantonal tax software all this stuff is in the online help. It's also interesting to just play around and enter different figures and see how this effects the final tax sum. This gives you some feeling of which areas are worth spending some time on to optimize properly and which areas deliver so little saving that it isn't worth investing the time to optimize.
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  #27  
Old 15.02.2011, 16:55
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Re: Average Cost of Tax Submission

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I don't know about English but if you use the cantonal tax software all this stuff is in the online help. It's also interesting to just play around and enter different figures and see how this effects the final tax sum. This gives you some feeling of which areas are worth spending some time on to optimize properly and which areas deliver so little saving that it isn't worth investing the time to optimize.
Fantastic! How can I download the Kt Zurich tax software?
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  #28  
Old 15.02.2011, 16:56
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Re: Average Cost of Tax Submission

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Fantastic! How can I download the Kt Zurich tax software?

http://www.steueramt.zh.ch/html/steu...g/software.htm
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  #29  
Old 15.02.2011, 17:05
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Re: Average Cost of Tax Submission

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Traveling costs to and from work?! Wow, how does that work?
You can deduct the price of a year ticket for public transport for that journey.

In certain situations you can alternatively deduct the costs of driving (on the basis of a per kilometer allowance) but in Kt Zurich that only works if you can reasonably claim that you don't have public transport or that using it would take you considerably longer or cause you excessive discomfort. I don't know how strictly they check these claims up.
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  #30  
Old 15.02.2011, 17:13
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Re: Average Cost of Tax Submission

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I know, I asked before.I'm just puzzled. In the UK you can't deduct food etc. You can really do this in Switzerland? You get basically free lunch because you eat it at work? Seriously?
Only if you work too far from home to return there for lunch.

Tom
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  #31  
Old 15.02.2011, 17:17
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Re: Average Cost of Tax Submission

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You can deduct the price of a year ticket for public transport for that journey.
While I live too close (1/2 mile) to deduct car or public transport, I can still deduct CHF 700/year for bicycle expenses.

(and yes, I do have one)

Tom
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  #32  
Old 15.02.2011, 17:23
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Re: Average Cost of Tax Submission

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While I live too close (1/2 mile) to deduct car or public transport, I can still deduct CHF 700/year for bicycle expenses.

(and yes, I do have one)

Tom
You might be better off deducting the Pauschale though (unless that is where the 700CHF figure comes from?).
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  #33  
Old 15.02.2011, 17:25
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Re: Average Cost of Tax Submission

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50 CHF? Are you serious. Bro you need to hook me up with this guy.
there's a sign on a advisors door near me which also quotes 50chfs for a tax return.
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  #34  
Old 15.02.2011, 17:40
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Re: Average Cost of Tax Submission

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While I live too close (1/2 mile) to deduct car or public transport, I can still deduct CHF 700/year for bicycle expenses.

(and yes, I do have one)

Tom
I think I narrowly escape this one, but just in case, is the Paschaule in the software?
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  #35  
Old 15.02.2011, 17:47
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Re: Average Cost of Tax Submission

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I deduct CHF500 from my income each year for completing the tax form (under section 16.3 on the Zurich form). Hopefully at least your tax experts are expert enough to set their own fees as a deduction.
Well actually under section 16.3 you can only deduct third party costs related to managing your wealth ("externe Vermögensverwaltung"), and filling out the tax form does not belong to this (cf. also Ktipp).

You can, however, deduct 3 Promille of the amount of securities you own and are being managed by a third party (i.e. they are not at home in your safe) as a Pauschale for external management costs without having to submit further proof. So if you have a CHF 100'000 worth of shares, you can deduct CHF 300...
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  #36  
Old 15.02.2011, 18:44
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Re: Average Cost of Tax Submission

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how much is the Pauschale? Where can I find all this for Kt Zurich?
The tax forms come with a 48 page explanation of every clause, this is where I found all this info...
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  #37  
Old 19.02.2011, 08:24
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Re: Average Cost of Tax Submission

we were quoted 180 CHF per hour....

Abfab - where (what line...) does one claim the 500 CHF for filing own taxes on the Zurich Canton tax software?

for charities, there is an automatic 300 CHF deduction...

cheers,
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Old 19.02.2011, 08:56
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Re: Average Cost of Tax Submission

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we were quoted 180 CHF per hour....

Abfab - where (what line...) does one claim the 500 CHF for filing own taxes on the Zurich Canton tax software?

for charities, there is an automatic 300 CHF deduction...

cheers,
I always put it under 16.3. But apparently this is wrong as this should be third party costs, however the figure has never been questioned in 20 years...
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  #39  
Old 19.02.2011, 12:17
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Re: Average Cost of Tax Submission

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The problem with getting a third party expert to complete your tax form is that their submission will only be as good as the details (the paperwork) that you supply.

In fact you are the one that does all the work as collecting this paperwork is the hardest part! The expert then simply drops the figures you've taken the time to compile and supply into his/her computer and bingo - you pay for what you could have done.

Cantons provide free software which amount to electronic versions of the tax form that add up columns and deduct allowance automatically.

I deduct CHF500 from my income each year for completing the tax form (under section 16.3 on the Zurich form). Hopefully at least your tax experts are expert enough to set their own fees as a deduction.

If you have once paid to have your taxes done by an expert, from then on you can download the free software and use last year's form as a template and simply fill the figures in.

Tip: Start a folder now for the 2011 year. Put everything in here that is relevant to your tax form through the year as they come in, then you won't be scrambling around looking for them when you need them.

Tip: if/when you pay charities, do them all on the same day without making any other payments that day. Then use the 'payment advice' sheet with the various charity payments on as your evidence of payment without need to list each one individually.
You've been here forever though.
Not really an option if you're just in country.
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Old 19.02.2011, 13:10
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Re: Average Cost of Tax Submission

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You've been here forever though.
Not really an option if you're just in country.
For the CHF 1000 we were quoted I thought that I would give it a go myself.

In my second year here, I downloaded the eTax program and translated all the fields. The biggest problem was finding out what rates to convert the different currencies and the different rates for year end (assets) and incomes/expenses - and the tax office helped me with that.

You need to submit copies of all your forms with the tax declaration and they do check all what you have entered. I put the wrong figure for a couple of mortgages that year (I had 6 that year) and they corrected it.

Finding out what I can and can't claim is invaluable. I know now that I can basically do any course and claim it and my office at home, provided it is used 3 days every week. Now I know why all my neighbours have an office at home.
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