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  #121  
Old 22.01.2016, 13:46
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Re: Tax Deductibles - Swiss Annual Tax Returns

That's why i told to "try and error", that's bassicly my strategy. :-)
i.e. i pay "Kirchensteuer" (church tax) as roman catholic, therefore I deduct an amount of 400 CHF for mass collection (you know, the part in the church where you put some coins in the basket). It's working now since 12 years without any bills etc.

But there are a lot of accountant who will make your tax form for ~150 CHF for singles, ~250 CHF for married and around 300-350 CHF for house owner or other "complicated" cases :-)
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  #122  
Old 22.01.2016, 15:23
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Re: Tax Deductibles - Swiss Annual Tax Returns

Please search EF.

I started such a thread (obvious tax deductions) quite sometime ago and gathered a lot of input.

Mods please take care of this. Thanks
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  #123  
Old 23.01.2016, 13:10
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Re: Tax Deductibles - Swiss Annual Tax Returns

This link is quite useful to give a general idea, the 2015 update should pop up about March I think. Huge variation based on which Gemeinde you live in and what assets and income you have I think is the only real rule for tax.

http://www.estv2.admin.ch/e/dienstle...uerrechner.htm

Last edited by 3Wishes; 23.01.2016 at 13:15. Reason: fixed spacing
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  #124  
Old 29.01.2016, 09:31
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Re: Obvious Tax Deductions

Does anyone know if any deductions can be made for children that are studying at Universities abroad ?

They are still registered in Switzerland, so the normal deductions for children are done automatically. But was wondering if the money we transfer to them for rent and living expenses can also be deducted.


Any info will be appreciated.
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  #125  
Old 29.01.2016, 09:45
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Re: Obvious Tax Deductions

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Does anyone know if any deductions can be made for children that are studying at Universities abroad ?
It is a cantonal thing:

In Bern you can detuct up to an additional CHF 6’200.
http://www.fin.be.ch/fin/de/index/st...en/kinder.html

Did not see it on the Basel website. You have to ask the Basel guys:
https://secure.bs.ch/web/steuerverwa...ranfragen.html

Additionaly, you can also detuct up to CHF 700 for healthcare related stuff.
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  #126  
Old 29.01.2016, 10:25
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Re: Obvious Tax Deductions

We live in Baselland, also not seen the information on their website.


I have sent an email to our Gemeinde asking the same question. Hope they will be able to clarify.
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  #127  
Old 30.01.2016, 02:38
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Re: Obvious Tax Deductions

Regarding studies abroad, I did it two years ago and it worked fine. Permit B holder, studying towards a Ph.D. in London (topic related to my work). Asked for a recalculation based on the tuition fees, conference participation, accommodation, flights, etc. It worked fine two years ago and I asked for a recalculation last year but no reply yet.

Regarding the lunch expenses, my question is which box do I have to tick in the withholding tax recalculation form for the Canton of Zurich? Do I have to provide the receipts for this? Also what else is a common thing that you can deduct apart from Pillar 3a and SBB expenses (> 2100 CHF)? Can I deduct Pillar 2 contributions?

https://www.steueramt.zh.ch/dam/fina...ng_2016_v3.pdf
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  #128  
Old 28.02.2016, 18:00
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Re: Obvious Tax Deductions

Hi All,


I need to fill in my tax declaration and I have a few questions on deductions:


A- Driving lessons & test (Kontrolfahrt): All in all around 1000 CHF. Can I deduct this as part of Training/Professional Related expenses? Driving is not part of my core job, but I guess I need to be able to drive if I had to visit a supplier at some point and there is an option to go by car (?)


B- Insurances: Besides the premiums from the medical insurance, can I also deduct the private insurance and liability against 3rd parties insurance? (Around 150 CHF a year, so not so critical I guess)


C- I work in a different canton and commute every day by train. I have a GA but I heard some people deduct the amount of going by car instead (which is much higher). Is this possible and which proof should I send to the tax authorities, if any?


Thank you!!!
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  #129  
Old 28.02.2016, 18:13
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Re: Obvious Tax Deductions

A - No.

B - No.

C - No. While it is possible to deduct mileage a) you need a car and b) for proof I have to send my car servicing bills to prove the mileage. Travel will be capped at CHF3,000 for all transport expenses from this year (2016) so you'll only be able to deduct up to that amount on the forms next year.
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  #130  
Old 28.02.2016, 18:43
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Re: Obvious Tax Deductions

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A - No.

B - No.

C - No. While it is possible to deduct mileage a) you need a car and b) for proof I have to send my car servicing bills to prove the mileage. Travel will be capped at CHF3,000 for all transport expenses from this year (2016) so you'll only be able to deduct up to that amount on the forms next year.
Actually for C I think it may depend on the canton. For Neuchâtel we don't have to send any supporting documentation we just fill in the mileage from home to work and back and the number of days worked. We do have a car declared on the fortune bit though.
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  #131  
Old 28.02.2016, 18:57
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Re: Obvious Tax Deductions

Yes, I used to do that and then one year they denied the expense. The following year they asked for the service records which I provided and they allowed it. I've sent the service records every time since and they've been happy. Our car is still on lease so isn't added on the wealth bit yet.
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  #132  
Old 29.02.2016, 10:02
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Re: Obvious Tax Deductions

I don't keep any service records.

Tom
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  #133  
Old 29.02.2016, 13:01
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Re: Obvious Tax Deductions

In canton Zurich, you are only allowed to deduct kilometers traveled to work by car if:

1. No public transport is available
2. You save more than 1 hour per day by using your car
3. Your work requires you to travel by car (for instance to visit customers)
4. You cannot use public transport due to disability / illness (with doctor's certificate)

I believe if you are in cases 1 or 2, the deduction will be accepted without further justification necessary.
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  #134  
Old 29.02.2016, 13:21
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Re: Obvious Tax Deductions

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Yes, I used to do that and then one year they denied the expense. The following year they asked for the service records which I provided and they allowed it. I've sent the service records every time since and they've been happy. Our car is still on lease so isn't added on the wealth bit yet.
Since there is no legal requirement to have a car serviced they could not have denied it based on lack of servicing. I did my own repairs so would never have any official records. I suppose they could demand a photo of the milage reading but very little else.
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  #135  
Old 17.03.2016, 15:28
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Re: Obvious Tax Deductions

I stumbled on this thread when searching for this:
"Money transfer to "poor" relative"


I've been told this is not allowed unless:
- relative lives with you in the same household, here in CH
- or relative cannot work due to invalidity or health reasons


So sending money abroad to poor relatives was not deductible.
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  #136  
Old 21.06.2016, 22:43
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Re: Obvious Tax Deductions

Does anyone know if there are any deductions for building your own house?
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  #137  
Old 04.07.2016, 17:02
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Re: Obvious Tax Deductions

Hi guys,

It's the first year that I have to submit a tax declaration and I am a bit lost. I have a B permit and subject to withholding tax...but this year I went above the TCHF 120 threshold

I received the tax forms from the Zürich tax office and I have some questions on the deductions:

- Transport to work: I commute to Zug everyday but I didn't keep all the receipts. Can I just claim the cost of a 2nd class yearly ticket Zürich - Zug? Or do I actually need to have all the tickets?

- Lunch at work: I understood by reading in other threads that there is something like a fixed rate per day. Would you know how much it is? Our company is giving a lump-sum of 150 CHF / month since we don't have a canteen but that doesn't cover much...I also don't have the receipts of all this...

- Financial debt: Is it true that I can include here the open statement of the credit card as of December 2015?

Thanks in advance for your help
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  #138  
Old 04.07.2016, 21:39
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Re: Obvious Tax Deductions

Hi

- Transport you can claim the cost of a yearly pass - in Zug they tell you how much you can deduct for a ticket to Zurich for example, but in Aargau you have to enter the effective costs, so check your tax guide

- Lunch depends on what is on your Lohnausweis - if it says that they contribute to your meals, then you cannot deduct the full amount for lunch (otherwise you can deduct the full 3200.-)

- Yes, you can deduct the open balance on your credit card, but that only reduces your wealth, not your income, so the effect is not likely to be very high
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  #139  
Old 04.07.2016, 21:46
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Re: Obvious Tax Deductions

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- Yes, you can deduct the open balance on your credit card, but that only reduces your wealth, not your income, so the effect is not likely to be very high
Depends on how much you have on your credit cards. The debit interest goes in the income deductions so you might lower it by a few hundreds if you have a lot of cards and max them out.
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