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  #21  
Old 25.01.2019, 22:53
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Re: How to get overpaid tax back?

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They probably do the foreigners first.

Tom
Possibly. Trying to remember if nationally/visa status is on form. Don’t think so........Though I suppose it‘s easy enough to match given ahv numbers, because that‘s how you are identified.
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  #22  
Old 26.01.2019, 07:32
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Re: How to get overpaid tax back?

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Winterthur(kt zh) is pretty efficient. We get our final tax bill about 3-6 months after filing, and the federal portion a month or two after. We file a full return (C permits, not taxed at source).
You can file a full tax return every year on a permit B too in some circumstances.
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They probably do the foreigners first.
Possibly, but not always - and it may depend on type of permit, whether EU/EFTA etc.
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  #23  
Old 26.01.2019, 10:38
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Re: How to get overpaid tax back?

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Trying to remember if nationally/visa status is on form.
It is.

Tom
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Old 26.01.2019, 11:01
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Re: How to get overpaid tax back?

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Winterthur(kt zh) is pretty efficient. We get our final tax bill about 3-6 months after filing, and the federal portion a month or two after. We file a full return (C permits, not taxed at source).
Kanton Schwyz is similar, although they do seem to be quicker (within a month) if I owe them money and slower if they owe me. They are also a pain for sending me money back if I pay more than their suggested pre-payment amount for the year too.
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  #25  
Old 26.01.2019, 13:02
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Re: How to get overpaid tax back?

I've tried to dig into this in the past as well, the reality is that only few people here are aware of how it works, but many think they know.

You're doing a right observation: if I received 1month salary of 50k, paid tax at source (40%) and stopped working, I should receive most of the tax back because I am in yearly-low-tax-bracket.

For what I understood is correct, but only if you do a tax return: to do it, seems you need to be above 120k/year. Otherwise, your tax are calculated on the "projected income", and they're calculated month by month: that's the reason why many ppl under 120k ask to have bonuses split in few months, and not as one off. Makes no sense to me as well.

Anyway, best advise is to talk with the a person in the kanton/local office. They will probably be able to show you how it works.
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  #26  
Old 26.01.2019, 13:07
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Re: How to get overpaid tax back?

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Anyway, best advise is to talk with the a person in the kanton/local office. They will probably be able to show you how it works.
Well, that´s too late now for OP anyway....

And yes, OP mentioned she earned more than 120k a year
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Old 26.01.2019, 13:11
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Re: How to get overpaid tax back?

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You're doing a right observation: if I received 1month salary of 50k, paid tax at source (40%) and stopped working, I should receive most of the tax back because I am in yearly-low-tax-bracket.
Only if you spend the entire year in Switzerland, and have no other income during that year.

Tom
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Old 26.01.2019, 13:14
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Re: How to get overpaid tax back?

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Well, that´s too late now for OP anyway....

And yes, OP mentioned she earned more than 120k a year
I am quite sure the latest time to present a tax-return or tax-back is 31st March?

Regarding 120k, yes I read that, but seems not for the first year, as the real income will be lower as she stared only in Nov... Should be also useful to understand if
+ the tax return is fillable if you are over 120k of real-income or projected one?
+ bonus: how are they considered in this calculation? i.e. without bonus under 120k, with bonus over 120k
+ extra-income (paid overtime/other incomes): how are they considered in this calculation? i.e. same as above
+ bonus2: in which year is it considered? the referred year, or the one you receive it (year after)?
+ someone can fill a tax return even under 120k?
+ you receiving withholding tax, but during the year with bonus+paid overtimes you go over 120k, what happens?

and some other questions.. Eventually I'll put down an example

Last edited by FedeM; 26.01.2019 at 13:29.
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  #29  
Old 26.01.2019, 13:28
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Re: How to get overpaid tax back?

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I am quite sure the latest time to present a tax-return or tax-back is 31st March?
She started in January apparently so March 2020.
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  #30  
Old 26.01.2019, 13:46
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Re: How to get overpaid tax back?

If she is indeed earning this amount of money, siurely she could afford a tax advisor to give her proper advice
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Old 26.01.2019, 13:52
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Re: How to get overpaid tax back?

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I am quite sure the latest time to present a tax-return or tax-back is 31st March?
Depends.

My latest filed tax reurn was 28 February of the year following the date I received the papers, so in this case 28 February 2021.

Tom
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  #32  
Old 26.01.2019, 13:54
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Re: How to get overpaid tax back?

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Regarding 120k, yes I read that, but seems not for the first year, as the real income will be lower as she stared only in Nov...
I was not allowed to file a tax return after moving cantons until I had lived in the new canton for a full twelve months.

Just saying.

Tom
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  #33  
Old 26.01.2019, 17:53
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Re: How to get overpaid tax back?

I am not sure that you will get the chance to make a full filing if you arrived in November, unless your total income is over 120k CHF. I don't know if that threshold for filing is calculated pro-rata for people who arrive at the end of a tax year. As B permit holder whose total tax year income for 2018 is under 120K, I am not sure the tax department in Zug will automatically require you to file a return, which would give you the opportunity to reclaim any overpayment (albeit 12 - 18 months from now). You might want to consult a tax adviser rather than the specialists on this forum, as others have pointed out.

40% deduction on a 50k CHF monthly salary seems high, given that source tax is less than 20% and Zug doesn't have especially high taxes even for high tax bands. What does the payslip show? This should give you the basis for the deductions, line by line, and as a new employee, I would suggest that you approach the payroll person in the company for a quick chat to explain it to you if you think something is wrong. If you haven't got a payslip for that month, you should request one and ask for help understanding the different elements which come out of your salary.

There will be the usual social security and pension contribution deductions on top of the source tax. Have you declared your religion to pay church tax, which will increase the tax bill, as well?
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  #34  
Old 26.01.2019, 18:14
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Re: How to get overpaid tax back?

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I am not sure that you will get the chance to make a full filing if you arrived in November, unless your total income is over 120k CHF. I don't know if that threshold for filing is calculated pro-rata for people who arrive at the end of a tax year. As B permit holder whose total tax year income for 2018 is under 120K, I am not sure the tax department in Zug will automatically require you to file a return, which would give you the opportunity to reclaim any overpayment (albeit 12 - 18 months from now). You might want to consult a tax adviser rather than the specialists on this forum, as others have pointed out.

40% deduction on a 50k CHF monthly salary seems high, given that source tax is less than 20% and Zug doesn't have especially high taxes even for high tax bands. What does the payslip show? This should give you the basis for the deductions, line by line, and as a new employee, I would suggest that you approach the payroll person in the company for a quick chat to explain it to you if you think something is wrong. If you haven't got a payslip for that month, you should request one and ask for help understanding the different elements which come out of your salary.

There will be the usual social security and pension contribution deductions on top of the source tax. Have you declared your religion to pay church tax, which will increase the tax bill, as well?
Thanks for your post.

I did find the payslip. I told them I'm not affiliated with any church so I don't have that deduction. There is about 5% for social security, 1% for unemployment insurance, and 31% for tax.
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Old 26.01.2019, 18:14
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Re: How to get overpaid tax back?

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If she is indeed earning this amount of money, siurely she could afford a tax advisor to give her proper advice
But I like you more
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  #36  
Old 26.01.2019, 18:15
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Re: How to get overpaid tax back?

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Thanks for your post.

I did find the payslip. I told them I'm not affiliated with any church so I don't have that deduction. There is about 5% for social security, 1% for unemployment insurance, and 31% for tax.
So, all correct.

Tom
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Old 26.01.2019, 18:28
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Re: How to get overpaid tax back?

By the way, on topic of refunds, how long does it take to get your pension (pillar 1 & 2, etc.) back if you decide to leave Switzerland?
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Old 26.01.2019, 18:31
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Re: How to get overpaid tax back?

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By the way, on topic of refunds, how long does it take to get your pension (pillar 1 & 2, etc.) back if you decide to leave Switzerland?
Depends on which country you more to.

Tom
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  #39  
Old 26.01.2019, 18:33
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Re: How to get overpaid tax back?

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I am quite sure the latest time to present a tax-return or tax-back is 31st March?
You are quite wrong.

Tom
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Old 26.01.2019, 19:13
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Re: How to get overpaid tax back?

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Depends on which country you more to.

Tom
Say, the UK?

Or Russia?
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