Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation  
Reply
 
Thread Tools Display Modes
  #1  
Old 09.01.2019, 00:21
Newbie 1st class
 
Join Date: Oct 2014
Location: Zurich
Posts: 25
Groaned at 1 Time in 1 Post
Thanked 11 Times in 3 Posts
riro1 has earned some respectriro1 has earned some respect
Signing tax return for someone else?

Long story short, my ex moved back to the US but he insists that I sign his Swiss 2018 tax forms with his name and ship them for him. I do not have an official statement giving me power of attorney. Not sure what the laws are here, but in the US, this would be a huge no no. I don't feel comfortable with the whole thing and he refuses to ask another friend for the "favor".

Any advice?
Reply With Quote
  #2  
Old 09.01.2019, 00:25
Phil_MCR's Avatar
Forum Legend
 
Join Date: Oct 2009
Location: Basel
Posts: 14,322
Groaned at 278 Times in 184 Posts
Thanked 17,741 Times in 7,491 Posts
Phil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond repute
Re: Signing tax return for someone else?

Quote:
View Post
Any advice?
learn to say no

Last edited by Phil_MCR; 09.01.2019 at 10:26.
Reply With Quote
The following 9 users would like to thank Phil_MCR for this useful post:
  #3  
Old 09.01.2019, 01:44
Jim2007's Avatar
Forum Legend
 
Join Date: Jun 2006
Location: Kt. Bern
Posts: 4,386
Groaned at 206 Times in 163 Posts
Thanked 7,110 Times in 3,176 Posts
Jim2007 has a reputation beyond reputeJim2007 has a reputation beyond reputeJim2007 has a reputation beyond reputeJim2007 has a reputation beyond reputeJim2007 has a reputation beyond reputeJim2007 has a reputation beyond repute
Re: Signing tax return for someone else?

Quote:
View Post
Long story short, my ex moved back to the US but he insists that I sign his Swiss 2018 tax forms with his name and ship them for him. I do not have an official statement giving me power of attorney. Not sure what the laws are here, but in the US, this would be a huge no no. I don't feel comfortable with the whole thing and he refuses to ask another friend for the "favor".

Any advice?
I doubt there is a single country where it is legal to sign documents on someone’s behalf with having their authority....
Reply With Quote
  #4  
Old 09.01.2019, 02:08
Guest
 
Posts: n/a
Re: Signing tax return for someone else?

Quote:
View Post
I doubt there is a single country where it is legal to sign documents on someone’s behalf with having their authority....
You might want to read that again
Reply With Quote
The following 3 users would like to thank for this useful post:
  #5  
Old 09.01.2019, 05:48
Senior Member
 
Join Date: Mar 2010
Location: Japan
Posts: 338
Groaned at 24 Times in 5 Posts
Thanked 521 Times in 220 Posts
Plau Deri has an excellent reputationPlau Deri has an excellent reputationPlau Deri has an excellent reputationPlau Deri has an excellent reputation
Re: Signing tax return for someone else?

Not sure, if faking a signature on tax forms is a criminal or a civil offense. Smells like deep kaka, though, any way you look at it.

Tax officials are huge nitpickers. If they weren't, they wouldn't work, where they work. I don't think that a signature that looks different from last year's wouldn't catch their eye.

Easiest to resolve this is to send him the forms, he signs them and sends them back. Why does this not work?
Reply With Quote
  #6  
Old 09.01.2019, 06:45
roegner's Avatar
Moderately Dutch
 
Join Date: May 2011
Location: Zurich
Posts: 10,832
Groaned at 360 Times in 301 Posts
Thanked 13,449 Times in 6,307 Posts
roegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond repute
Re: Signing tax return for someone else?

He can sign and send it back from the US by mail, alternatively if he wants you to send it, have him send you a scan with his signature on the signature pages

Kanton ZRH has accepted that
Reply With Quote
The following 2 users would like to thank roegner for this useful post:
  #7  
Old 09.01.2019, 07:26
Newbie 1st class
 
Join Date: Oct 2014
Location: Zurich
Posts: 25
Groaned at 1 Time in 1 Post
Thanked 11 Times in 3 Posts
riro1 has earned some respectriro1 has earned some respect
Re: Signing tax return for someone else?

Quote:
View Post
Not sure, if faking a signature on tax forms is a criminal or a civil offense. Smells like deep kaka, though, any way you look at it.

Tax officials are huge nitpickers. If they weren't, they wouldn't work, where they work. I don't think that a signature that looks different from last year's wouldn't catch their eye.

Easiest to resolve this is to send him the forms, he signs them and sends them back. Why does this not work?
Trust me, I did not volunteer for the job. He wants me to sign because it's easier for him that way and saves him time by not having to ship the forms twice across the ocean.
Reply With Quote
  #8  
Old 09.01.2019, 07:27
Newbie 1st class
 
Join Date: Oct 2014
Location: Zurich
Posts: 25
Groaned at 1 Time in 1 Post
Thanked 11 Times in 3 Posts
riro1 has earned some respectriro1 has earned some respect
Re: Signing tax return for someone else?

Quote:
View Post
He can sign and send it back from the US by mail, alternatively if he wants you to send it, have him send you a scan with his signature on the signature pages

Kanton ZRH has accepted that
Thanks for letting me know! That is certainly a much better alternative.
Reply With Quote
  #9  
Old 09.01.2019, 07:28
Newbie 1st class
 
Join Date: Oct 2014
Location: Zurich
Posts: 25
Groaned at 1 Time in 1 Post
Thanked 11 Times in 3 Posts
riro1 has earned some respectriro1 has earned some respect
Re: Signing tax return for someone else?

Quote:
View Post
learn to say no
Working on it, Phil_MCR
Reply With Quote
This user would like to thank riro1 for this useful post:
  #10  
Old 09.01.2019, 07:54
swisspea's Avatar
Forum Legend
 
Join Date: May 2008
Location: From one side of lake Zurich to the other...
Posts: 6,191
Groaned at 39 Times in 29 Posts
Thanked 6,173 Times in 2,855 Posts
swisspea has a reputation beyond reputeswisspea has a reputation beyond reputeswisspea has a reputation beyond reputeswisspea has a reputation beyond reputeswisspea has a reputation beyond reputeswisspea has a reputation beyond repute
Re: Signing tax return for someone else?

Send them to him. It's hardly a problem for him to sign them and post them directly to the tax office.
Reply With Quote
  #11  
Old 09.01.2019, 09:05
Forum Veteran
 
Join Date: Jan 2017
Location: St Gallen
Posts: 534
Groaned at 44 Times in 29 Posts
Thanked 283 Times in 167 Posts
Gramatyka356 has earned some respectGramatyka356 has earned some respect
Re: Signing tax return for someone else?

Quote:
View Post
Long story short, my ex moved back to the US but he insists that I sign his Swiss 2018 tax forms with his name and ship them for him. I do not have an official statement giving me power of attorney. Not sure what the laws are here, but in the US, this would be a huge no no. I don't feel comfortable with the whole thing and he refuses to ask another friend for the "favor".

Any advice?
Isn't ZH accepting online tax applications? I've never send a paper one in Switzerland. You don't sign anything on the online forms you just need to know your tax number and then they would send it back to you in paper to let you verify what was submitted.
Reply With Quote
This user would like to thank Gramatyka356 for this useful post:
  #12  
Old 09.01.2019, 09:56
roegner's Avatar
Moderately Dutch
 
Join Date: May 2011
Location: Zurich
Posts: 10,832
Groaned at 360 Times in 301 Posts
Thanked 13,449 Times in 6,307 Posts
roegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond reputeroegner has a reputation beyond repute
Re: Signing tax return for someone else?

Quote:
View Post
Isn't ZH accepting online tax applications? I've never send a paper one in Switzerland. You don't sign anything on the online forms you just need to know your tax number and then they would send it back to you in paper to let you verify what was submitted.
Zurich city, yes, not all the cities in Kanton Zurich though
Reply With Quote
This user would like to thank roegner for this useful post:
  #13  
Old 09.01.2019, 10:21
Forum Legend
 
Join Date: Oct 2014
Location: Steinach SG
Posts: 8,558
Groaned at 417 Times in 313 Posts
Thanked 11,191 Times in 5,879 Posts
Urs Max has a reputation beyond reputeUrs Max has a reputation beyond reputeUrs Max has a reputation beyond reputeUrs Max has a reputation beyond reputeUrs Max has a reputation beyond reputeUrs Max has a reputation beyond repute
Re: Signing tax return for someone else?

Quote:
View Post
Working on it, Phil_MCR
Forgive my asking but why do you even do his taxes?

I mean, the signature is useless unless the form's been filled out, and if he did that hinmself he'd certainly sign at the same time. So my conclusion is (sorry if I'm wrong) that you're doing them for him.

To quote a wise man: "Learn to say no." All too many will take your arm when you offer them your finger.
Reply With Quote
  #14  
Old 09.01.2019, 10:28
aSwissInTheUS's Avatar
Forum Legend
 
Join Date: Nov 2007
Location: Zurich area
Posts: 12,786
Groaned at 99 Times in 88 Posts
Thanked 19,577 Times in 8,681 Posts
aSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond reputeaSwissInTheUS has a reputation beyond repute
Re: Signing tax return for someone else?

Quote:
View Post
Long story short, my ex moved back to the US but he insists that I sign his Swiss 2018 tax forms with his name and ship them for him. I do not have an official statement giving me power of attorney. Not sure what the laws are here, but in the US, this would be a huge no no. I don't feel comfortable with the whole thing and he refuses to ask another friend for the "favor".

Any advice?
If you sign, sign using your name and write "i.V." in front of the signature. It means you sign "in Vollmacht"/ with power of attorney. There is no direct need for an official written power of attorney. But the tax authority might request one and your friend might deny later he gave it to you.

Two viable options which I see:
1) Send the documents to be signed back and forth using registered mail. This is a minor halse, which cost a bit of postage and some time.
2) Get a notarized power of attorney which allows you to sign in Swiss tax matters. As it will be notarized in the US it should also have an Hague apostille on it.

Also, for some reason it is your ex. This means there was most likely already a misuse of trust in the past. Do it the correct way.

Quote:
View Post
Zurich city, yes, not all the cities in Kanton Zurich though
Even then you still must sign a piece of paper in Zurich.
__________________
On Hiatus- Normal operation will resume 22.02.2022 22:02:20.22
Reply With Quote
The following 2 users would like to thank aSwissInTheUS for this useful post:
  #15  
Old 09.01.2019, 18:34
Newbie 1st class
 
Join Date: Oct 2014
Location: Zurich
Posts: 25
Groaned at 1 Time in 1 Post
Thanked 11 Times in 3 Posts
riro1 has earned some respectriro1 has earned some respect
Re: Signing tax return for someone else?

Quote:
View Post
Zurich city, yes, not all the cities in Kanton Zurich though
Thank you for the info. This is for Zurich city, indeed.
Reply With Quote
  #16  
Old 09.01.2019, 18:37
Newbie 1st class
 
Join Date: Oct 2014
Location: Zurich
Posts: 25
Groaned at 1 Time in 1 Post
Thanked 11 Times in 3 Posts
riro1 has earned some respectriro1 has earned some respect
Re: Signing tax return for someone else?

Quote:
View Post
Forgive my asking but why do you even do his taxes?

I mean, the signature is useless unless the form's been filled out, and if he did that hinmself he'd certainly sign at the same time. So my conclusion is (sorry if I'm wrong) that you're doing them for him.

To quote a wise man: "Learn to say no." All too many will take your arm when you offer them your finger.


He has a tax guy in Switzerland. He told the guy to ship the filled out taxes to my address. As everyone else here stated the obvious - I also don't see why he can't just get them in the US, sign and ship back (have told him to do so on multiple occasions, stating that I don't feel comfortable signing). However, he seems to think that it is easier to get everything done from here. I did not volunteer for the job.
Reply With Quote
The following 2 users would like to thank riro1 for this useful post:
  #17  
Old 09.01.2019, 18:56
Phil_MCR's Avatar
Forum Legend
 
Join Date: Oct 2009
Location: Basel
Posts: 14,322
Groaned at 278 Times in 184 Posts
Thanked 17,741 Times in 7,491 Posts
Phil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond reputePhil_MCR has a reputation beyond repute
Re: Signing tax return for someone else?

Quote:
View Post
He has a tax guy in Switzerland. He told the guy to ship the filled out taxes to my address. As everyone else here stated the obvious - I also don't see why he can't just get them in the US, sign and ship back (have told him to do so on multiple occasions, stating that I don't feel comfortable signing). However, he seems to think that it is easier to get everything done from here. I did not volunteer for the job.
The tax guy can sign for him. He just needs to give him authorization.
Reply With Quote
This user would like to thank Phil_MCR for this useful post:
  #18  
Old 09.01.2019, 19:11
fatmanfilms's Avatar
Forum Legend
 
Join Date: Apr 2010
Location: Verbier
Posts: 20,429
Groaned at 429 Times in 320 Posts
Thanked 20,980 Times in 11,068 Posts
fatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond repute
Re: Signing tax return for someone else?

When leaving CH you have to give a Swiss address & name of who will deal with your taxes, I had to give a POA IIRC.
Reply With Quote
This user would like to thank fatmanfilms for this useful post:
  #19  
Old 09.01.2019, 19:14
miniMia's Avatar
Forum Legend
 
Join Date: Apr 2007
Location: romandie
Posts: 9,991
Groaned at 101 Times in 92 Posts
Thanked 9,106 Times in 4,522 Posts
miniMia has a reputation beyond reputeminiMia has a reputation beyond reputeminiMia has a reputation beyond reputeminiMia has a reputation beyond reputeminiMia has a reputation beyond reputeminiMia has a reputation beyond repute
Re: Signing tax return for someone else?

Quote:
View Post
He has a tax guy in Switzerland. He told the guy to ship the filled out taxes to my address. As everyone else here stated the obvious - I also don't see why he can't just get them in the US, sign and ship back (have told him to do so on multiple occasions, stating that I don't feel comfortable signing). However, he seems to think that it is easier to get everything done from here. I did not volunteer for the job.
Stop talking about it.
Make a copy and send him the originals.
Done.
Reply With Quote
The following 3 users would like to thank miniMia for this useful post:
Reply




Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
GA card for someone else KatyCinna Transportation/driving 5 05.06.2018 17:40
Selling excelllent stuff for someone else Odile Forum support 20 17.03.2016 13:58
Signing for an apartment on behalf of someone else? dan2k3k4 Housing in general 1 21.04.2014 19:14
Receiving a delivery for someone else kitten23kate Other/general 7 28.07.2010 15:03
Someone to do my tax return [ZH] digg Finance/banking/taxation 6 27.02.2009 12:07


All times are GMT +2. The time now is 19:50.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2021, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0