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07.06.2012, 16:36
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| | | Quote: | |  | | | Thanks, FriendlyKiwi. If assets don't generate any income they must still be declared? I mean, if I have some money in a foreign bank with 0 interest, there is no income. | | | | | You are confusing assets and income. If you have a positive bank balance in Ireland you should then pay tax on it here in Switzerland. That's the bad news. The good news is it's a minuscule amount you'll pay. In fact you may even be able to deduct some of your expenses (rent etc) in Ireland from your tax here. Give your tax consultant all the details they ask for it's for your own benefit.
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07.06.2012, 16:55
| Newbie 1st class | | Join Date: Mar 2012 Location: Zurich
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| | Re: How to do your tax return Kt ZH
Thanks a million times for the TAX RETURN information, I wish I could do something like this to help everyone. God Bless you Richard.
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23.09.2012, 11:59
|  | Forum Veteran | | Join Date: Oct 2006 Location: Zürich
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| | Re: How to do your tax return Kt ZH
What kind of bank charges are tax deductible?
Is there a list somewhere?
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11.02.2013, 19:07
|  | Senior Member | | Join Date: Mar 2011 Location: zurich
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| | Re: How to do your tax return Kt ZH
Ok now I know what I'm going to do tonight - go through all the comments under this thread as I have to fill my tax return, it's the 1st time and I haven't got a clue on how to do it. Would it not be better if I pay an accountant to do it?
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11.02.2013, 19:31
|  | Member | | Join Date: May 2007 Location: Zürich
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| | Re: How to do your tax return Kt ZH
Yes and no.
For sure it will save you time to have an accountant fill it in regularly for you, but you still need to understand the form and what documents she will ask you for.
Also, you would be advised to verify her work at the end. I've had to correct a former accountant for putting a large debt as an asset!
If your German is ok, download the Canton's Private Tax software which now has a wizard that asks you section by section for info: Private Tax | 
23.11.2013, 12:54
|  | Newbie | | Join Date: Nov 2008 Location: Zurich
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| | Re: How to do your tax return Kt ZH
Hi,
I'm going through the Private Tax Light 2012 (link below) which for me is much easier that filling in the paper version http://www.steueramt.zh.ch/internet/...rivatetax.html
There's a box asking for my Krankenversicherungsprämien
Does this mean total cost of all Health Insurance Premiums I paid in 2012? Anyone know if there's an upper limit declarable for Zurich?
Thanks
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23.11.2013, 13:36
|  | Forum Legend | | Join Date: Apr 2010 Location: Verbier
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| | Re: How to do your tax return Kt ZH | Quote: | |  | | | Hi,
I'm going through the Private Tax Light 2012 (link below) which for me is much easier that filling in the paper version http://www.steueramt.zh.ch/internet/...rivatetax.html
There's a box asking for my Krankenversicherungsprämien
Does this mean total cost of all Health Insurance Premiums I paid in 2012? Anyone know if there's an upper limit declarable for Zurich?
Thanks | | | | | Put down what it costs. It's capped at about 2.5k
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12.01.2014, 12:17
| Member | | Join Date: Jul 2010 Location: Zürich
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| | Re: How to do your tax return Kt ZH
Sorry for this stupid question but I have been collecting tons of documents and info, and with my bad german, I am just getting confused.
So I'm a EU citizen on a B permit. I'm taxed at source and I would like to get back what I paid to much the bonus months and the 13rd salary months. I would also like to deduct expenses (having no pension abroad, no debt and no person at my charge, I can only think about 3rd pillar contribution and commuting to work expenses).
Do I need to go through the whole tax declaration ? or I just need to feel the "Antrag für quellensteuerpflichtige Arbeitnehmende auf Neuveranlagung der Quellensteuer 2013"
Since I'm here, a couple more questions: Is it too late for the same issue for 2012 ?
Regarding transportation costs: Is it difficult to deduct auto costs ? Do you need to prove you actually drive your car to work ?
Because I think I read somewhere they only consider it in special cases. Then I also have a ZVV pass I could declare.
Thank you
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12.01.2014, 12:47
|  | Forum Legend | | Join Date: Apr 2010 Location: Verbier
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| | Re: How to do your tax return Kt ZH | Quote: | |  | | | Sorry for this stupid question but I have been collecting tons of documents and info, and with my bad german, I am just getting confused.
So I'm a EU citizen on a B permit. I'm taxed at source and I would like to get back what I paid to much the bonus months and the 13rd salary months. I would also like to deduct expenses (having no pension abroad, no debt and no person at my charge, I can only think about 3rd pillar contribution and commuting to work expenses).
Do I need to go through the whole tax declaration ? or I just need to feel the "Antrag für quellensteuerpflichtige Arbeitnehmende auf Neuveranlagung der Quellensteuer 2013"
Since I'm here, a couple more questions: Is it too late for the same issue for 2012 ?
Regarding transportation costs: Is it difficult to deduct auto costs ? Do you need to prove you actually drive your car to work ?
Because I think I read somewhere they only consider it in special cases. Then I also have a ZVV pass I could declare.
Thank you | | | | | A B permit is assumed to have about 8/10 k of deductible expenses, if you fill in a tax return you could very well pay extra tax, depending where you actually live.
Assumed deductions are apprpx 2.5k Health, 2.5k Lunch at work, 3% training costs + work travel
It's too late for 2012.
I would go to the tax office & ask, they will speak English in ZH | The following 3 users would like to thank fatmanfilms for this useful post: | | 
12.01.2014, 16:19
| Member | | Join Date: Jul 2010 Location: Zürich
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| | Re: How to do your tax return Kt ZH
Thanks.
I just got explained by someone that they readjust the bonus months over the rest of the year so one really needs to wait for the lohnausweis and check how it looks versus the applicable tax rate (for the whole year income) before starting procedures.
Somehow, I can't imagine they really adjust this ? everymonth I get taxed the same thing except during the bonus month (which can vary a lot).
The lohnausweis should come soon so I will check that. Hopefully I just need to file a claim for the 3rd pillar!
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12.01.2014, 18:41
| Member | | Join Date: Jul 2010 Location: Zürich
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| | Re: How to do your tax return Kt ZH
Here is the link to compute your taxes in Kanton Zurich: http://www.steueramt.zh.ch/internet/...desteuern.html
I've got one question on those simulations:
To fill the field Steuerbares Einkommen, I should take on my Lohnausweis the Brottlohn total (8) or the Nettolohn (11; salary after AHV/IV/EO/ALV/NBUV/2nd pillar) ?
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12.01.2014, 19:14
|  | Forum Legend | | Join Date: Apr 2010 Location: Verbier
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| | Re: How to do your tax return Kt ZH | Quote: | |  | | | Here is the link to compute your taxes in Kanton Zurich: http://www.steueramt.zh.ch/internet/...desteuern.html
I've got one question on those simulations:
To fill the field Steuerbares Einkommen, I should take on my Lohnausweis the Brottlohn total (8) or the Nettolohn (11; salary after AHV/IV/EO/ALV/NBUV/2nd pillar) ? | | | | | Nettolohn
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02.03.2014, 12:06
| Member | | Join Date: Jul 2010 Location: Zürich
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| | Re: How to do your tax return Kt ZH
So I finally found the bravery to start Private Tax 2013 software and got stuck at the first page.
I need a PID number which I'm supposed to find on the Steuererklärung 2013 form but which I have not received.
What can I do ? Just wait for tomorrow and ask the authorities ?
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02.03.2014, 12:23
| Junior Member | | Join Date: Jun 2013 Location: Zurich
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| | Re: How to do your tax return Kt ZH | Quote: | |  | | | So I finally found the bravery to start Private Tax 2013 software and got stuck at the first page.
I need a PID number which I'm supposed to find on the Steuererklärung 2013 form but which I have not received.
What can I do ? Just wait for tomorrow and ask the authorities ? | | | | | You could try phoning them to ask when it will turn up, just for the LOLs I might add, as I've received several different answers ranging from the January just gone to November.
If you do decide to phone up pray do tell. We can open a book on what answer they give you and have a bit of fun. November is my bet, yet you should have got it in January might look like an outsider, but it has legs. | 
29.07.2014, 12:57
|  | Senior Member | | Join Date: Jul 2009 Location: Zürich
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| | Re: How to do your tax return Kt ZH
I've also found the courage to start my tax declaration 2013 using PrivateTax online, but am bumping into a question: for accounts/equities/obligations in other currencies than CHF, in the paper version you have a column "original-wahrung", where you'd put EUR, USD or whatever, but it's not there in the online form. What to do then? Convert the values to CHF immediately? Which rate should I then use? (assuming the exchange rate has varied a bit since end 2013!!)
Also, what do you put in columns A (blue: Werte mit steuerabzug) and B (red: werte ohne steuerabzug)? Where do you put interests gained from foreign accounts/actiosn/equities? And where do you deduct "maintenance costs" for these things (you know, the money you pay the bank/office to handle your equities or whatever)?
Sorry lots of questions, I could just go to an accountant but I'd like to give it a try first.
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29.07.2014, 15:42
| Senior Member | | Join Date: Feb 2012 Location: Zürich
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| | Re: How to do your tax return Kt ZH
Based purely on my current understanding, which might be wrong (but hopefully isn't): | Quote: | |  | | | I've also found the courage to start my tax declaration 2013 using PrivateTax online, but am bumping into a question: for accounts/equities/obligations in other currencies than CHF, in the paper version you have a column "original-wahrung", where you'd put EUR, USD or whatever, but it's not there in the online form. What to do then? Convert the values to CHF immediately? Which rate should I then use? (assuming the exchange rate has varied a bit since end 2013!!) | | | | | For equities/whatnots in foreign currencies you have to use the official values found here: http://www.ictax.admin.ch/static/de/index.html
For anything not found there, you have to use the same currency rates for conversion to CHF.
Isn't this integrated into PrivateTax? I'm pretty sure the value and taxable rate for dividends of USD equities I have was actually available. | Quote: |  | | | Also, what do you put in columns A (blue: Werte mit steuerabzug) and B (red: werte ohne steuerabzug)? | | | | | Income (e.g. dividends, not capital gains) from assets that have been subjected to Swiss withholding tax (e.g. Swiss bank account, stocks) in blue, others in red. | Quote: |  | | | Where do you put interests gained from foreign accounts/actiosn/equities? | | | | | Column B (red) | Quote: |  | | | And where do you deduct "maintenance costs" for these things (you know, the money you pay the bank/office to handle your equities or whatever)? | | | | | Assuming Kanton Zurich: In deductions, position 16.3, max 3 per mil /6k, only "unavoidable" costs i.e. holding fees but not not fees for selling/buying/active portfolio management. I think you can also add foreign withholding tax here but not sure.
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22.02.2015, 12:18
|  | Forum Legend | | Join Date: Mar 2007 Location: DK - previously Zug
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| | Re: How to do your tax return Kt ZH
It's that time of year again, and I've got a question that I didn't think of last year. My girlfriend is here on a so-called concubine permit - I'm responsible for her (to the tune of 30'000 CHF, if I recall correctly) should anything go wrong. She's unemployed (student).
I believe this means that I can claim her as a dependent and deduct her healthcare premiums and such from my taxes. Can anyone confirm that's correct? If so, I probably could have saved money last year that I didn't think about... oh well.
ETA: Of course, I've already emailed the Zug tax office. When they come back to me, I'll share the answer here as well, but I'm hopeful someone can give me an answer any to satisfy my curiosity sooner. Also, I've noted that they ask about my rent and nebenkosten. Any idea why? I've given them the information each year, but is this actually deducted somehow? (best I can figure is that maybe the nebenkosten are; clearly, the entire rent is not)
__________________ I'm likely typing from an iPad. Please disregard odd word usage.
Last edited by Corbets; 22.02.2015 at 13:03.
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24.02.2015, 05:31
|  | Forum Legend | | Join Date: Mar 2007 Location: DK - previously Zug
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| | Re: How to do your tax return Kt ZH
For those who might be hoping to use ths above to lower their taxes, I've got bad news. According to the zug tax office, this is a no go. Ah well.
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27.03.2015, 12:53
|  | RIP | | Join Date: Oct 2011 Location: Murten - Morat
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| | Re: How to do your tax return Kt ZH
A gentle reminder to make your tax reporting/return this weekend. You might be able to apply on-line for an extension past the limit of 31.03.2015, check your cantonal tax website, or ask your accountant.
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29.04.2015, 17:43
|  | Forum Veteran | | Join Date: Aug 2008 Location: Geroldswil
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| | Re: How to do your tax return Kt ZH
I have a question which I'd really appreciate some help with.
My wife and I both work for large multinationals and paid Quellensteuer in 2012.
We live in what's recognised to be a low tax gemeinde but recently have received a bill from them for 2012.
The issue turns on which value is put into the "Hauptwereb" item - that's numbers 100 & 101 - should this item be the Gross salary or Net from the Lohnausweis ?
If it is the net do we then need to also inclue the AHV deductions and all that other stuff ?
If it is the Gross then our steueramt's calculation is correct and we would owe them money. It if is the Net amount on the lohnausweis then the Gemeinde owes us something and would be in line with what our companies' expect.
Many thanks for any help.
Last edited by parnell; 29.04.2015 at 20:32.
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