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Old 05.01.2018, 16:51
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"Typical" tax return preparation costs

Hi all,

there are lots of posts asking for recommendations of people to help with preparation of tax submission docs but I am not looking for that although it might be interesting).

I want to know what is the typical going rate to prepare and submit a tax return for 2017? Older posts I found suggested approx. CHF 150 per hour. Is that about right?

Everyone's personal circumstances are different so a quote might not apply to me but just in case...permit B, witholding tax taken by employer, one child living in Germany supported via child maintenance, one property (mortgaged) in the UK and rented out. I guess that means it's not simple... but 2 hours, 10 hours?

I am looking for a guide amount either hourly or a guess at a rough total so when I do approach someone to do it for me I have an amount in my head to start discussions.

With that I'll approach the various companies recommended throughout the forum

Thanks
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Old 05.01.2018, 17:10
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Re: "Typical" tax return preparation costs

I would expect to pay about 150 CHF for such a return assuming you produce the data in a way that can be easily input.

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Hi all,

there are lots of posts asking for recommendations of people to help with preparation of tax submission docs but I am not looking for that although it might be interesting).

I want to know what is the typical going rate to prepare and submit a tax return for 2017? Older posts I found suggested approx. CHF 150 per hour. Is that about right?

Everyone's personal circumstances are different so a quote might not apply to me but just in case...permit B, witholding tax taken by employer, one child living in Germany supported via child maintenance, one property (mortgaged) in the UK and rented out. I guess that means it's not simple... but 2 hours, 10 hours?

I am looking for a guide amount either hourly or a guess at a rough total so when I do approach someone to do it for me I have an amount in my head to start discussions.

With that I'll approach the various companies recommended throughout the forum

Thanks
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  #3  
Old 05.01.2018, 21:20
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Re: "Typical" tax return preparation costs

My situation isn't too far away from yours, bit more complex perhaps due to split year treatment in different Kantons meaning it was double the work.

I paid for 4hrs @ 150/hr, which included lots of back & forth queries between me and the various authorities..
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Old 05.01.2018, 22:21
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Re: "Typical" tax return preparation costs

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I would expect to pay about 150 CHF for such a return assuming you produce the data in a way that can be easily input.
I never paid more than 200
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Old 25.01.2018, 10:41
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Re: "Typical" tax return preparation costs

My tax return is done by a Treuhand and hourly costs are 160 CHF per hour and typically takes 3 hours and 480 in total.

Recently the total costs are ranging around 600 CHF, and I am attempting to do my Swiss tax return by myself for the first time, so i would be grateful if any members have some sort of s/sheet template that they use to calculate their tax returns?

I only have salary, UK rental income, dividend income and capital gains from shares, so it should be straight forward as I'm competent enough to do my UK Self Assessment by myself for the UK rental income.
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Old 25.01.2018, 11:20
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Re: "Typical" tax return preparation costs

Quote:
... I am attempting to do my Swiss tax return by myself for the first time...
I'm curious how you get on as I might do this next year, please update the post with how you get on
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Old 25.01.2018, 11:41
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Re: "Typical" tax return preparation costs

I've always done my tax returns myself. I find the most time-consuming element to be gathering all the bits and pieces I need to fill the form in and that I would need to do even if getting the form filled in for me.
For someone who's salaried, got normal bank accounts, simple investments, house/apartment, I would do it myself, particularly in these days of apps provided by the tax office.
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Old 25.01.2018, 11:46
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Re: "Typical" tax return preparation costs

My employer pays for an accountant for 2 days (16 hours) to complete my tax returns...

Never saw a bill, but I always assumed that the accountant spent the whole of the time...
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Old 26.01.2018, 11:11
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Re: "Typical" tax return preparation costs

Quote:
My tax return is done by a Treuhand and hourly costs are 160 CHF per hour and typically takes 3 hours and 480 in total.

Recently the total costs are ranging around 600 CHF, and I am attempting to do my Swiss tax return by myself for the first time, so i would be grateful if any members have some sort of s/sheet template that they use to calculate their tax returns?

I only have salary, UK rental income, dividend income and capital gains from shares, so it should be straight forward as I'm competent enough to do my UK Self Assessment by myself for the UK rental income.
I am also looking into filing myself. On this page I found s short instruction pdf in English, though there are quite a few other pages listed. http://www.steuerverwaltung.bs.ch/st...formulare.html
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Old 26.01.2018, 13:13
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Re: "Typical" tax return preparation costs

I think they usually charge around CHF 150 per hour.


My tax is moderately complicated because I have some income and assets in my home country, but the bill is usually around CHF 600 per year, so if yours is not complicated it should be much less than that.
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Old 26.01.2018, 14:09
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Re: "Typical" tax return preparation costs

i paid a fixed cost of 1500 last year.
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Old 26.01.2018, 14:09
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Re: "Typical" tax return preparation costs

Why not check if your cantontal tax office runs information evenings on filling in the forms? I know Fribourg canton used to do so. Or simply contact the office to see if anyone can go through the forms with you and tell you what goes where? Once done, unless your circumstances change drastically, you should be able to use them as a template for future filings.
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Old 26.01.2018, 14:20
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Re: "Typical" tax return preparation costs

Once you've filled out your tax declaration electronically, the next year is much easier. For the most part you simply need to update the values of your bank accounts and your income.
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Old 26.01.2018, 14:47
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Re: "Typical" tax return preparation costs

I got a Swiss friend to show me how and I have been completing the tax form myself ever since. Max time I require is about is 30 minutes. By the time you have to.di a tax form yourself you will probably have enough German to do it.

I would only use someone to.do it if they would save me more than they costed. Remember it is not a crime here to try and claim a tax.deduction that you may not.be entitled to. They will just ignore and tell you why on the tax bill

Have fun
Martin
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Old 26.01.2018, 15:31
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Re: "Typical" tax return preparation costs

Quote:
My tax return is done by a Treuhand and hourly costs are 160 CHF per hour and typically takes 3 hours and 480 in total.

Recently the total costs are ranging around 600 CHF, and I am attempting to do my Swiss tax return by myself for the first time, so i would be grateful if any members have some sort of s/sheet template that they use to calculate their tax returns?

I only have salary, UK rental income, dividend income and capital gains from shares, so it should be straight forward as I'm competent enough to do my UK Self Assessment by myself for the UK rental income.
If the last year form was completed by a Treuhand then basically when you do it yourself you just need to copy the last plus add any changes.
Often did that in the past.
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Old 26.01.2018, 15:51
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Re: "Typical" tax return preparation costs

I got a Swiss friend to show me how and I have been completing the tax form myself ever since. Max time I require is about is 30 minutes. By the time you have to.di a tax form yourself you will probably have enough German to do it.

I would only use someone to.do it if they would save me more than they costed. Remember it is not a crime here to try and claim a tax.deduction that you may not.be entitled to. They will just ignore and tell you why on the tax bill

Have fun
Martin
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Old 26.01.2018, 18:33
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Re: "Typical" tax return preparation costs

I used to get charged for 2-3 hours at CHF150- per hour. Admittedly, my return was not 100% straightforward.
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