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Old 03.04.2011, 13:10
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Transition from Quellensteuer to Normal Tax

Hi all,

It's that time of year for Tax questions..

I recently had 2 changes which are currently biting me back in the butt:
  • Moved from Zurich to Zug in December 2010
  • Changed from a B permit to a C permit in December 2010
This week I got a bill from the Zug Tax office asking me to pay > 20k before 31 Mar 2011.. that was a notice of about 3 days

For the whole of 2010 I already paid Quellensteuer in Zurich so I feel I shouldn't be paying this amount anymore and hopefully the Canton of Zug can get their money from the Canton of Zürich (that's probably wishful thinking). I didn't declare my income for 2010 yet (didn't get a form yet) but I did get a paper requesting to declare my income for 2011 as I'm new to the Canton etc.. and I guess they just went with that income to calculate what I owe them for 2010.

I plan to call the Steuerverwaltung this week.. but in the mean time, has anyone else experienced such a situation before? It's probably a very unfortunate series of events but any feedback is much appreciated!
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Old 03.04.2011, 13:26
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Re: Transition from Quellensteuer to Normal Tax

I found a similar thread:
Tax residence when one moves from one canton to another within a calendar

Here, someone had to actually request a refund of the tax from one canton, so that they could forward it to the new canton... (fifth post down)
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Old 03.04.2011, 13:59
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Re: Transition from Quellensteuer to Normal Tax

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Hi all,

It's that time of year for Tax questions..

I recently had 2 changes which are currently biting me back in the butt:
  • Moved from Zurich to Zug in December 2010
  • Changed from a B permit to a C permit in December 2010
This week I got a bill from the Zug Tax office asking me to pay > 20k before 31 Mar 2011.. that was a notice of about 3 days

For the whole of 2010 I already paid Quellensteuer in Zurich so I feel I shouldn't be paying this amount anymore and hopefully the Canton of Zug can get their money from the Canton of Zürich (that's probably wishful thinking). I didn't declare my income for 2010 yet (didn't get a form yet) but I did get a paper requesting to declare my income for 2011 as I'm new to the Canton etc.. and I guess they just went with that income to calculate what I owe them for 2010.

I plan to call the Steuerverwaltung this week.. but in the mean time, has anyone else experienced such a situation before? It's probably a very unfortunate series of events but any feedback is much appreciated!
Is the bill from the Zug Tax office for tax year 2010 or 2011? If it is for 2010 then you have to claim back the 2010 tax from ZH. If it is an estimate to pay 2011 tax in advance then you call them & ask to pay in instalments, for example, 2+K per month, also you can ask to pay the 2010 tax in instalments but you will have to pay circa 2% interest on late payments.
Updated because the advice I gave was about change of Gemeinde not change of Kanton

Last edited by marton; 03.04.2011 at 14:04. Reason: corrected incorect information
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Old 03.04.2011, 20:13
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Re: Transition from Quellensteuer to Normal Tax

The key point is were you and when taxed under withholding tax or direct tax regime. The former would basically be if you have a permit B, do not own Swiss property and are not married to a Swiss, and this even if you filled out a tax return etc. Your data doesnt quite make this clear enough.

Under the withholding tax regime you are taxed on your earnings in the cantons you lived in when you earned the money. This is different from the direct tax regime where you are taxed in full for that year in the canton of residence at 31.12.

This is complicated enough, but you have split tax regime and split year, and all in December. So for example I think the switch to direct tax comes in the month after your change... but Im not sure.

Calling the tax office is a great idea, and if they dont give you a clear and unambiguous answer you will need to get a bit of knowledgeable advice. In ZG go to Bruno Bosshardt (no connection but did help me with a similar problem a few years ago).

What however is pretty sure is you can choose to pay less than the tax bill from ZG if you genuinely believe your final tax bill in ZG will be nil.

Daniel
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