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  #21  
Old 12.10.2011, 13:53
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Re: Query on Steurerklärung - Putting down stocks

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I've been through that before...when I moved here, the tax inspector I was recommended thought he could get most of my moving and other UK expenses and repaid via the tax form, "it would only cost a few hundred more and could net me 1-2 thousand in saved tax". It did, and I didn't. Total consultant cost was about 1600CHF.

The next year, the tax office sent me a reply to my tax declaration, which went to the tax adviser as he put down he was my adviser, then he tried to charge me about 250CHF for opening the letter, checking it against the detail of my situation and declaring that there was nothing more for me to pay!

Since then, I've done it myself.

I would like to get it checked by a tax accountant, especially as I got married last year and I know it changes things, but I'm out of time right now (not usually the case, but this year I've had special unrelated circumstances), so it goes in as it is.

A tax consultant name would be appreciated, though!
Ok no worries. But I have always had pretty good dealings with my consultant. Although they are not particularly sophisticated. I will PM you the guys name.

Oh and as another FYI, you said you got married last year. In Zurich, that will only take effect in the following tax year. I also got married last year, so will only go into 2011 tax declaration.
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  #22  
Old 13.10.2011, 21:23
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Re: Query on Steurerklärung - Putting down stocks

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The 2010 Private Tax software appears to do this, but it questions whether you're entering stocks, funds or several other types.

Most of the things I want to put in are ETFs, but there's no "ETF" button. If I try putting in the FTSE 100 iShares Valoren number, it can't find it. You can get much more common than that. Is it classed as a stock of a fund?
Actually, I sussed this one out a bit. If you use the stock database lookup thingy and just click the "Kurslistentitel suchen" button, you can just punch in a Valoren and it'll search for you. I still can find the iShares stock, but it could find a CS SMI ETF, which is sold by Credit Suisse on the SMI. Perhaps it only has Swiss stocks listed? When it found the CS SMI info, you can also put in how many shares you have and when you bought them and it works out what your dividends were and how much they were worth at the end of the year, which tallys up pretty well with what I'd already worked out manually. It can save you a bit of time, though.
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  #23  
Old 13.10.2011, 21:36
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Re: Query on Steurerklärung - Putting down stocks

I don't always supply the Vloren no, it's never an issue.
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Old 16.10.2011, 23:40
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Re: Query on Steurerklärung - Putting down stocks

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For future reference, I would really recommend using a tax consultant. You just send them all the documents and they will fill everything in and also extend your deadlines if needed. And surprisingly, they are pretty cheap. CHF 100-200. Let me know if you need a name.
Please let me know who you use

My current consultant wants 1,500 to prepare the tax return !!!!
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  #25  
Old 16.10.2011, 23:46
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Re: Query on Steurerklärung - Putting down stocks

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Please let me know who you use

My current consultant wants 1,500 to prepare the tax return !!!!
How complicated is it? That sounds like a day or so's work, it's quite possible. Some will take just 1 hour.
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