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Spinal 29.05.2018 12:38

Tax Return
 
This has probably been answered multiple times, but I can't find anything...

Before filing your annual tax returns, do you get anything from the tax office? Anything at all?

I called the local tax authority (ZH), and was told I will receive forms to complete in June (I moved here in March 2017)... which seems to contradict everything else I see online....

M.

roegner 29.05.2018 12:46

Re: Tax Return
 
The Steueramt sends me some paper documentation to file every year. I just download the software and do my filing with that.

https://www.steueramt.zh.ch/internet.../software.html

or

https://www.steueramt.zh.ch/internet...tax_light.html

depending on your requirements

bill_door 29.05.2018 13:18

Re: Tax Return
 
Quote:

Originally Posted by roegner (Post 2951119)
stuff



For the @OP:

you cannot unilaterally submit these forms, as roegner has said you will get the hard copy version of these in the post. The paper versions have unique identifiers that have to be applied in the software version. Regular submitters, usually get the forms end Jan, for submission end March but an extension to end Sept is easy to obtain. New submitters it is usually May/June, maybe with 30 days to submit, but again usually an extension to end Sept is easy to obtain.

Spinal 29.05.2018 14:48

Re: Tax Return
 
Quote:

Originally Posted by bill_door (Post 2951150)

For the @OP:

you cannot unilaterally submit these forms, as roegner has said you will get the hard copy version of these in the post. The paper versions have unique identifiers that have to be applied in the software version. Regular submitters, usually get the forms end Jan, for submission end March but an extension to end Sept is easy to obtain. New submitters it is usually May/June, maybe with 30 days to submit, but again usually an extension to end Sept is easy to obtain.

Thank you - that makes me feel so much better! I was freaking out that I missed the March deadline and had no idea what to do.

Thank you!

ZuriRollt 29.05.2018 15:06

Re: Tax Return
 
Quote:

Originally Posted by Spinal (Post 2951113)
This has probably been answered multiple times, but I can't find anything...

Before filing your annual tax returns, do you get anything from the tax office? Anything at all?

I called the local tax authority (ZH), and was told I will receive forms to complete in June (I moved here in March 2017)... which seems to contradict everything else I see online....

M.

Are you taxed at income or as a Swiss National?

As a CH National you would have received the tax forms months ago for the tax year 2017.

To complete it, everything is usually easy-peasy on-line nowadays. In Zürich the password and ID you need will be provided in the snail-mail you receive.

You can extend the tax declaration submission period to I believe end-October 2018, but only until (again I believe) end April 2018.

I'd call the tax office to find out why I hadn't received the forms, just for the records. I once had a neighbours tax forms delivered to my address. And another wealthy neighbours tax invoice also ended-up in my mailbox (would have been so tempting to open it, but resisted).

simple_person 29.05.2018 15:15

Re: Tax Return
 
In Zurich they have huge backlog. For the first timers, they may not send form for 2-3 years and suddenly you may receive all of them together :D Better would be that you follow them proactively until they send you form. Keep in mind the 120k limit for people on tax at source.





Quote:

Originally Posted by Spinal (Post 2951113)
This has probably been answered multiple times, but I can't find anything...

Before filing your annual tax returns, do you get anything from the tax office? Anything at all?

I called the local tax authority (ZH), and was told I will receive forms to complete in June (I moved here in March 2017)... which seems to contradict everything else I see online....

M.


bill_door 30.05.2018 14:41

Re: Tax Return
 
Quote:

Originally Posted by Spinal (Post 2951218)
Thank you - that makes me feel so much better! I was freaking out that I missed the March deadline and had no idea what to do.

Thank you!




this may be useful, getting a delay:


link


see what I mean about the IDs? (c;

Spinal 30.05.2018 15:44

Re: Tax Return
 
Quote:

Originally Posted by bill_door (Post 2951786)
this may be useful, getting a delay:


link


see what I mean about the IDs? (c;

That assumes you received some paperwork about your taxes - which I'm told I won't get until June.

roegner 30.05.2018 15:55

Re: Tax Return
 
You can always call them/email them and ask them to send you your tax number. Have your AHV number with you as they will probably ask for that (needs to be added in any tax filing)

omtatsat 30.05.2018 19:59

Re: Tax Return
 
Now the Tax office has to deal with all those people who did not declare earnings in other countries so it would explain the backlog

ambypower 05.08.2018 23:36

Re: Tax Return
 
Hi EF members

In a financial year my wife only worked for 3 months on 30% contract

I worked as expat employee 100 % (Jan to Dec )
wife worked (Oct to Dec) on 30% contract .

Will the tax calculations be different for us in this case .

higgsboson 30.10.2020 17:16

Re: Tax Return
 
Quote:

Originally Posted by simple_person (Post 2951250)
In Zurich they have huge backlog. For the first timers, they may not send form for 2-3 years and suddenly you may receive all of them together :D

This just happened to me (received documents for 2018 and 2019 and it's the first time tax office contact me) :D

So no need to worry? I have been on B permit and taxed at source so far.

roegner 30.10.2020 17:25

Re: Tax Return
 
Quote:

Originally Posted by higgsboson (Post 3233558)
This just happened to me (received documents for 2018 and 2019 and it's the first time tax office contact me) :D

So no need to worry? I have been on B permit and taxed at source so far.


That is quick :-)


They just finalized 2018 for me. On average 2-3 years later seems to be normal

higgsboson 30.10.2020 17:37

Re: Tax Return
 
Quote:

Originally Posted by roegner (Post 3233561)
That is quick :-)


They just finalized 2018 for me. On average 2-3 years later seems to be normal

May I ask what you mean by finalised? You had already sent them the filled tax forms, no?

For me, it's the first time ever that Swiss tax office contacts me and send me declaration documents to fill, but not of this year's (2020), of 2018 and 2019 :-/

roegner 30.10.2020 17:39

Re: Tax Return
 
Finalised = final calculation and the information on how much you get back (or have to pay)

higgsboson 30.10.2020 17:46

Re: Tax Return
 
Quote:

Originally Posted by roegner (Post 3233568)
Finalised = final calculation and the information on how you get back (or have to pay)

So my case is different. I did not receive any letter or documents to fill in 2019 for 2018 or in 2020 (so far) for 2019 :-/
Now all come together!

aSwissInTheUS 30.10.2020 17:58

Re: Tax Return
 
Looks like they only realized now that you are over the 120k threshold.

If you live in the city of Zurich expect to pay extra. If you live in one of the low tax communes expect a refund.

JSOU 30.10.2020 18:17

Re: Tax Return
 
Quote:

Originally Posted by higgsboson (Post 3233572)
So my case is different. I did not receive any letter or documents to fill in 2019 for 2018 or in 2020 (so far) for 2019 :-/
Now all come together!

Don't worry, you paid taxes at the source. Just call the tax authorities directly if you want to better understand your current situation and why they only submitted all forms now.

And yes .... they have a huge backlog and it takes some time to process the tax return.

higgsboson 30.10.2020 18:24

Re: Tax Return
 
Quote:

Originally Posted by aSwissInTheUS (Post 3233578)
Looks like they only realized now that you are over the 120k threshold.

If you live in the city of Zurich expect to pay extra. If you live in one of the low tax communes expect a refund.

I live in the country side. So I shouldn't expect a fine or something for not being proactive?

I called the cantonal Steuramt and they didn't know (the letter is from Gemeinde). I will go to Gemeindeverwaltung first thing on Monday.

aSwissInTheUS 30.10.2020 19:15

Re: Tax Return
 
Quote:

Originally Posted by higgsboson (Post 3233589)
I live in the country side. So I shouldn't expect a fine or something for not being proactive?

Tax at source assumes some cantonal average tax rate and flat rate deductions. Depending on your actual deductions and the tax rate of you either get reimbursed or have to pay the difference.

The city of Zurich has a rather high tax rate and people living in the city often also work there which means there travel deductions are lower than tax at source assumes. Hence a considerable higher tax bill.

Some rural communes like Maschwanden, Wila, or Bachs have a higher tax raten than the city. Some others such as Rüschlikon, Küssnacht, or Winkel have a considerable lower tax rate.
https://www.zh.ch/de/steuern-finanze...uerfuesse.html


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