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Old 17.02.2012, 10:48
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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
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Old 17.02.2012, 11:33
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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.
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Old 17.02.2012, 12:18
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Re: wertschriften und guthabenverzeichnis

Google "Wealth Tax Switzerland"
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Old 17.02.2012, 12:39
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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.
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Old 17.02.2012, 15:03
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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...
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Old 17.02.2012, 15:23
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Re: wertschriften und guthabenverzeichnis

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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
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Old 17.02.2012, 15:52
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Re: wertschriften und guthabenverzeichnis

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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!!!
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Old 13.06.2018, 13:07
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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.
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Old 13.06.2018, 13:11
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Re: wertschriften und guthabenverzeichnis

Its Wealth and Asset Declaration. For the Tax Office.
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Old 13.06.2018, 13:14
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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
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Old 13.06.2018, 18:32
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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.
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