Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation
Reply
 
Thread Tools Display Modes
  #1  
Old 17.02.2012, 09:48
seyon's Avatar
Senior Member
 
Join Date: Mar 2008
Location: Olten
Posts: 471
Groaned at 18 Times in 10 Posts
Thanked 128 Times in 74 Posts
seyon is considered knowledgeableseyon is considered knowledgeableseyon is considered knowledgeable
wertschriften und guthabenverzeichnis

What is this? I recieved a letter with this form.
I have a B permit. I thought I did not need any tax declaration...
Could anyone help me? Thanks
Reply With Quote
  #2  
Old 17.02.2012, 10:33
seyon's Avatar
Senior Member
 
Join Date: Mar 2008
Location: Olten
Posts: 471
Groaned at 18 Times in 10 Posts
Thanked 128 Times in 74 Posts
seyon is considered knowledgeableseyon is considered knowledgeableseyon is considered knowledgeable
Re: wertschriften und guthabenverzeichnis

Anyone can have a look and explain to me? I do not understand a word and I do not know whay I have to fill it.
Attached Files
File Type: pdf 160_WV_SO_2012_UJ_DEF.pdf (222.1 KB, 1014 views)
Reply With Quote
  #3  
Old 17.02.2012, 11:18
tom tulpe's Avatar
Forum Veteran
 
Join Date: Jul 2011
Location: Horgen
Posts: 1,192
Groaned at 23 Times in 20 Posts
Thanked 1,409 Times in 646 Posts
tom tulpe has a reputation beyond reputetom tulpe has a reputation beyond reputetom tulpe has a reputation beyond reputetom tulpe has a reputation beyond reputetom tulpe has a reputation beyond repute
Re: wertschriften und guthabenverzeichnis

Google "Wealth Tax Switzerland"
Reply With Quote
  #4  
Old 17.02.2012, 11:39
Vince's Avatar
Member
 
Join Date: Sep 2006
Location: Uster, ZH
Posts: 144
Groaned at 0 Times in 0 Posts
Thanked 95 Times in 57 Posts
Vince has made some interesting contributions
Re: wertschriften und guthabenverzeichnis

The form to declare all your assets: current account, savings account, third pillar account, shares, trading account holdings, etc. The tax office is particularly interested in the Ertrag ie the profit you made with these assets (eg from interest). It's not difficult to fill in, after you've done it once . What you need in any case is the year-end bank account statement(s) for your accounts, so you can get these already. Good luck.
Reply With Quote
This user would like to thank Vince for this useful post:
  #5  
Old 17.02.2012, 14:03
seyon's Avatar
Senior Member
 
Join Date: Mar 2008
Location: Olten
Posts: 471
Groaned at 18 Times in 10 Posts
Thanked 128 Times in 74 Posts
seyon is considered knowledgeableseyon is considered knowledgeableseyon is considered knowledgeable
Re: wertschriften und guthabenverzeichnis

I will get someone that speaks german helping me. I still do not understand why I am the only one that needs to do it with a B permit.
Anyway, I should be an easy one, B permit, no extra incomes, no car, no house, no lottery wins, I own nothing! I only have a bank account where I get pay my monthly salary. That is all...
Reply With Quote
  #6  
Old 17.02.2012, 14:23
amogles's Avatar
Forum Legend
 
Join Date: Mar 2008
Location: Zurich
Posts: 9,508
Groaned at 193 Times in 164 Posts
Thanked 18,318 Times in 7,783 Posts
amogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond reputeamogles has a reputation beyond repute
Re: wertschriften und guthabenverzeichnis

Quote:
View Post
I will get someone that speaks german helping me. I still do not understand why I am the only one that needs to do it with a B permit.
Anyway, I should be an easy one, B permit, no extra incomes, no car, no house, no lottery wins, I own nothing! I only have a bank account where I get pay my monthly salary. That is all...
If you earn more than [amount censored] per year then you have to do it even if you have a B permit.

We now know what you earn
Reply With Quote
  #7  
Old 17.02.2012, 14:52
seyon's Avatar
Senior Member
 
Join Date: Mar 2008
Location: Olten
Posts: 471
Groaned at 18 Times in 10 Posts
Thanked 128 Times in 74 Posts
seyon is considered knowledgeableseyon is considered knowledgeableseyon is considered knowledgeable
Re: wertschriften und guthabenverzeichnis

Quote:
View Post
If you earn more than [amount censored] per year then you have to do it even if you have a B permit.

We now know what you earn
haha, I heard that one before!
Unfortunally I am not over [amount censored]!!
I heard 120'000 as the limit number...If so I am 40'000 below.
Maybe the goverment think I am getting more!!!
Reply With Quote
  #8  
Old 13.06.2018, 12:07
Junior Member
 
Join Date: Feb 2017
Location: zurich
Posts: 66
Groaned at 0 Times in 0 Posts
Thanked 22 Times in 10 Posts
SwissNoobie has no particular reputation at present
Re: wertschriften und guthabenverzeichnis

Sorry for jumping into this rather old post, but I received the same thing today. What is the purpose of this document, is this a tax declaration or something else? I have a B permit and I do not get more than 120k. All the taxes I pay are automatically deducted from my salary.
Reply With Quote
  #9  
Old 13.06.2018, 12:11
TheWolverine's Avatar
Forum Veteran
 
Join Date: Mar 2008
Location: Zürich
Posts: 1,486
Groaned at 17 Times in 15 Posts
Thanked 1,370 Times in 685 Posts
TheWolverine has a reputation beyond reputeTheWolverine has a reputation beyond reputeTheWolverine has a reputation beyond reputeTheWolverine has a reputation beyond reputeTheWolverine has a reputation beyond reputeTheWolverine has a reputation beyond repute
Re: wertschriften und guthabenverzeichnis

Its Wealth and Asset Declaration. For the Tax Office.
Reply With Quote
This user would like to thank TheWolverine for this useful post:
  #10  
Old 13.06.2018, 12:14
aSwissInTheUS's Avatar
Forum Legend
 
Join Date: Nov 2007
Location: Zurich area
Posts: 8,450
Groaned at 69 Times in 61 Posts
Thanked 12,298 Times in 5,547 Posts
aSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond repute
Re: wertschriften und guthabenverzeichnis

To determine if you owe them some wealth tax. Unless you are rich you will owe nothing or a few francs.

See also:
Wealth tax declaration - Permit B -> Full Declaration
Wealth Tax in Switzerland - seeking clarification, information
Reply With Quote
This user would like to thank aSwissInTheUS for this useful post:
  #11  
Old 13.06.2018, 17:32
Newbie 1st class
 
Join Date: Mar 2011
Location: Geneva
Posts: 24
Groaned at 0 Times in 0 Posts
Thanked 7 Times in 6 Posts
birdy2006 has no particular reputation at present
Re: wertschriften und guthabenverzeichnis

Hello,

"Wertschriften" means securities - for example stocks, shares, options etc.
"Guthaben" means credit balance = value of your bank account - in practice you need to list all your bank accounts - worldwide - which shows the money on the account to date 31.12.2017 and the interests received in 2017.

If you have stocks, you should send the years-end statement which shows your assets (from all bank- or broker accounts you have worldwide). Even if you have cryptocurrencies you would need to show it on a years-end overview.

I think also if you are Permis B they only want to see what you have, the value of all your assets (Real estate,investments, stocks, shareholdings etc.). If you are under a certain amount ( depending on Canton) you will be fine at the end.
Reply With Quote
Reply




Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
[your opinion on] AW Apartments und Wohnungen StirB Housing in general 12 27.08.2012 21:50
Renovation Fassade und Fensterläden BeastOfBodmin Daily life 1 12.06.2010 08:40
Problem with Inkasso und Rechtsabteilung mbalbo Complaints corner 3 12.05.2010 12:01
Üetliberg und Zugerberg UserNamesAllTaken Sports / Fitness / Beauty / Wellness 5 23.04.2010 22:35
Natur-und Tierpark Goldau chardie18 Travel/day trips/free time 8 10.03.2009 11:33


All times are GMT +2. The time now is 14:29.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2018, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0