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Old 18.10.2013, 13:33
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Taxation & Executive MBA studies

Hi

I’m doing Executive MBA studies and I’m wondering if it’s possible to deduct this expense from my taxable income. On the internet I’ve found different opinions. There is a difference between “Weiterbildung” and “Ausbildung” and EMBA’s are sometimes qualified as “Weiterbildung” but most often as “Ausbildung” (deduction is not allowed). It’s said to be dependent on position. Who is deciding on this and what documents shall I provide to convince the tax office that on my position the MBA program leads to improving of my existing qualifications (“Weiterbildung”) and not gaining new skills (“Ausbildung”)?
Second issue is the limit of the expenses. Assuming the cost of study is 100k and annual income is 100k it’s possible to reduce the tax base almost to 0, isn’t it?


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Adam
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Old 18.10.2013, 15:16
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Re: Taxation & Executive MBA studies

An informative article on the very subject, from Ktipp:
http://www.ktipp.ch/artikel/d/kantoe...weiterbildung/

And the Merkblatt from canton ZH:
http://www.weiterbildung.uzh.ch/news..._Steueramt.pdf

I've always found the folks at the Steueramt to be quite helpful when I am confused as to tax practices. So to be safe, get the answer from the horse's mouth - give them a call.
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Old 19.10.2013, 11:53
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Re: Taxation & Executive MBA studies

I moved to Zurich in the summer of 2009 and started a part-time MBA. As I didn't earn over the threshold in that year, I wasn't required to submit a tax return. Instead I had PwC write a letter to the tax authorities requesting that they deduct the cost of my studies for that year (CHF 19,000) from my income. I heard nothing from them for ages. In the meantime I claimed on my 2010 tax return for CHF 36,000 of fees. This was accepted and I got a rebate. Then PwC were told I needed to provide more information on my course and how it related to my job and a whole other bunch of stuff. I provided it. They said they needed yet more stuff. I provided it. They said they needed more stuff within a short period and PwC said that my firm were no longer willing to pay, so I either had to pay them or take it up myself. Given the short amount of time and how it appeared that they were just trying to grind me down, I decided to drop it.

How it makes sense that one year it was fine, but the other not, I have no idea. It appears that 2011 deduction will be fine too.

I've had an adjustment back for my 2011 return stating that something I had claimed for wasn't deductible at the rate I'd used and hence they were changing my taxable income level. My advice would be stick your fees in the tax return and let them decide. They may ask for more information or the may throw it out, but I can't see you being punished for making what you think is a legitimate claim.
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Old 19.10.2013, 12:05
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Re: Taxation & Executive MBA studies

Thanks! This hint is very helpful!
Regards
Adam
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Old 31.07.2017, 10:09
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Re: Taxation & Executive MBA studies

Do you think it's possible to deduct the cost of MBA from previous year? It was full time so before working
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