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Old 01.11.2014, 17:59
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Help with online Tax declaration

Hi Everyone,

I'm trying to do my tax declaration online (late i know), and its my first one and i'm a bit lost. I'm stuck on Step 3. I think this means if I have received any income from pensions, but of course I have not, should this be left blank in this case?

Thanks for the help!
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Old 01.11.2014, 18:55
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Re: Help with online Tax declaration

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Hi Everyone,

I'm trying to do my tax declaration online (late i know), and its my first one and i'm a bit lost. I'm stuck on Step 3. I think this means if I have received any income from pensions, but of course I have not, should this be left blank in this case?

Thanks for the help!
Yes, leave blank if you have no pension/widow income.

Tom
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Old 02.11.2014, 10:50
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Re: Help with online Tax declaration

And if you don't mind, could someone please clarify this step?

From what I understand, the first part (Bankkonten) I need to put a bank account that is earning interest and fill the taxable value, and the value with or without tax deduction? This is not just my normal bank account that has my salary already taxed, correct?

And the second part is if I have any debts, thankfully not, except credit cards that I pay in full monthly.

Thanks again!
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Old 02.11.2014, 10:57
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Re: Help with online Tax declaration

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And if you don't mind, could someone please clarify this step?

From what I understand, the first part (Bankkonten) I need to put a bank account that is earning interest and fill the taxable value, and the value with or without tax deduction? This is not just my normal bank account that has my salary already taxed, correct?

And the second part is if I have any debts, thankfully not, except credit cards that I pay in full monthly.

Thanks again!
Yes, there is a wealth tax in CH, you are supposed to show all bank accounts.
Any unpaid credit card bill at the end of the month could be noted.
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Old 02.11.2014, 11:21
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Re: Help with online Tax declaration

So if I understand correctly, I need to put the following:

(Only have one private account)
Privatkonto
Nr., Gesellschaft, Titel = Name of bank
Steuerwert CHF. = Balance of the account at the end of the year?

Bruttoertrag
Werte mit Verrechnungssteuerabzug = Balance at the end of the year since my income has already been taxed?
Werte ohne Verrechnungssteuerabzug = Nothing since my income has already been taxed?

Just an FYI, i'm taxed at the source (permit B) but have to do an annual income tax declaration because i'm over the income threshold.
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Old 02.11.2014, 12:30
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Re: Help with online Tax declaration

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So if I understand correctly, I need to put the following:

(Only have one private account)
Privatkonto
Nr., Gesellschaft, Titel = Name of bank
Steuerwert CHF. = Balance of the account at the end of the year?

Bruttoertrag
Werte mit Verrechnungssteuerabzug = Balance at the end of the year since my income has already been taxed?
Werte ohne Verrechnungssteuerabzug = Nothing since my income has already been taxed?

Just an FYI, i'm taxed at the source (permit B) but have to do an annual income tax declaration because i'm over the income threshold.
Yes
Yes

The question is asking if 35% tax has been deducted from the interest received. You should have a certificate from your bank, this will show either way. Small interest payments no longer have tax deducted.
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Old 03.11.2014, 21:53
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Re: Help with online Tax declaration

Ok one last question, i'm putting in my Net Income on the screen attached. Do I put my net income minus the withholding tax that they have already taken? Or do I put the net before withholding tax?

I don't see anywhere else on this form where I put the withholding tax they have already taken, so it must be the net after withholding?

Can anyone please help?
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Old 03.11.2014, 23:19
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Re: Help with online Tax declaration

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Ok one last question, i'm putting in my Net Income on the screen attached. Do I put my net income minus the withholding tax that they have already taken? Or do I put the net before withholding tax?

I don't see anywhere else on this form where I put the withholding tax they have already taken, so it must be the net after withholding?

Can anyone please help?
You don't deduct the withholding tax. The "net income" is the net income on your annual income statement thingy aka "Lohnausweis". They already know what you paid in withholding taxes and will take this into account. You'll pay the difference between the two (or get it back, depending which is greater).
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Old 04.11.2014, 09:53
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Re: Help with online Tax declaration

Here is helpful overview from the Zurich Tax Department that translates the various terms on the tax form into English:
http://www.steueramt.zh.ch/internet/...eturn_da-1.pdf
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Old 11.11.2014, 09:14
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Re: Help with online Tax declaration

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Hi Everyone,

I'm trying to do my tax declaration online (late i know), and its my first one and i'm a bit lost. I'm stuck on Step 3. I think this means if I have received any income from pensions, but of course I have not, should this be left blank in this case?

Thanks for the help!
Why do you say late? Is your Canton requiring this tax filing in the near future?
I'm worried I'm missing something here & should have started my tax filing in Canton Luzern already?
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Old 11.11.2014, 09:54
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Re: Help with online Tax declaration

I'm also taxed at source EU B permit and get paid over the magic number.

But I've never been invited to complete a tax return, were you? Or just doing it because you want to?
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Old 11.11.2014, 12:13
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Re: Help with online Tax declaration

Yes, I actually received the forms in the mail for doing my taxes last year.

Even though i did start working in the middle of the year last year and did not pass the magic yearly number, i still had to do it. The reason is they don't calculate on the yearly salary, but on the monthly. Meaning if you divide the yearly limit by 12, and you are equal or over that per month, you still have to do it.

Did you start working last year or this year, if this year you will not receive the forms until next year.
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Old 11.11.2014, 12:20
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Re: Help with online Tax declaration

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Yes, I actually received the forms in the mail for doing my taxes last year.

Even though i did start working in the middle of the year last year and did not pass the magic yearly number, i still had to do it. The reason is they don't calculate on the yearly salary, but on the monthly. Meaning if you divide the yearly limit by 12, and you are equal or over that per month, you still have to do it.

Did you start working last year or this year, if this year you will not receive the forms until next year.
I started in Feb 2013.. I would have passed the magic number 'some time in the summer' i guess.. (he says randomly). So I've def done more than a full year, almost two.

Everything I've read and heard says the tax return is optional if one is taxed at source.. Assuming your employer is getting it right.
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Old 11.11.2014, 12:37
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Re: Help with online Tax declaration

Since you live in the Canton of Lucerne, maybe they have different rules.

I would check with your cantonal office to be sure. But it could be beneficial for you and you could possibly deduct more things and actually get money back, so its no necessarily a bad thing.
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Old 11.11.2014, 14:25
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Re: Help with online Tax declaration

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Yes
Yes

The question is asking if 35% tax has been deducted from the interest received. You should have a certificate from your bank, this will show either way. Small interest payments no longer have tax deducted.


One further question on tax on bank interest income please... Assuming it has already suffered the 35% withholding tax, including it in the tax return will mean it is included in calculated total income and it will be taxed accordingly. When I was filling out my tax return on the first page it says "Verrechnungssteuerguthaben 2014" which would translate as withholding tax credits 2014 - so does that effectively mean that interest income would be double-taxed in 2013 (i.e. the 35% WHT and final tax assessment) with a credit in 2014?


I tried looking into this and found form 25 on the ESTV site, so will look into that further but just wondering if others had seen this too..


thanks!
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Old 17.04.2017, 15:51
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Re: Help with online Tax declaration

Dear Fatmanfilms,

A quick question if I may have, above you wrote "Any unpaid credit card bill at the end of the month could be noted.".

From the list at Tax Declaration I could easily identify "Sparkonto", "Salärkonto", however I have no idea which one I should choose to add the above item, balance of Credit Card Account.

Could you / anybody please kindly advice?

Thanks,

Esther
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Old 17.04.2017, 16:29
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Re: Help with online Tax declaration

It goes onto the list of debts, Schuldenverzeichnis
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Old 17.04.2017, 17:02
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Re: Help with online Tax declaration

Thank you very much.
One more question if possible, I can see in all Forums that further deductions for clothing, furnitures, books, etc. (all related to work) are also possible.
Under which Code / Section I could list those items?

Many thanks
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Old 17.04.2017, 20:36
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Re: Help with online Tax declaration

Berufsauslagen. You can probably list the specific items, but there's already a generous pauschal deduction of 2-4k for all that
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