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Old 28.02.2020, 23:11
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Quellensteuer plus normal tax

Hi everybody,

Quite basic questions probably, but I'm a newbie in this area, and hope for some clarification (sorry if it was already posted and discussed elsewhere - I didn't find anything related):

1. Till 2019 I was on a B permit and paid Quellensteuer at source (2019 including, less than 120K). In the beginning of this year 2020 I got a request to fill in a usual tax declaration for 2019, and I thought that's a good idea, as I might get some money back due to the opened 3a pillar (and some other deductions), and so I did. But now, I got a bill to pay (Provisorische Abrechnung for Bundessteuer), according to the calculations I have done and sent to them, and like I didn't pay any Quellensteuer..??? Is that really how it works? I will have to pay double amount (Quellensteuer and normal tax), in order to get a refund for overpay somewhere next year?? Or they missed the info about my taxes paid? There was no specific chapter in tax declaration, actually, to mention that I pay already at source, but shouldn't they have it already in the system? Can I just ignore the bill?)))

2. From Jan 2020 I am on C permit, but still get Quellensteuer deducted from my salary.. As far as I know, it shouldn't be the case any more..? Is it the matter of time and I should just wait, or is it me who has to inform all the offices about the permit change and getting a new tariff accordingly?

Many thx in advance!
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Old 29.02.2020, 08:57
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Re: Quellensteuer plus normal tax

2. Tell your employer you now have a C permit so they should stop deducting it, simple. They're not going to know your permit status has changed unless you tell them. Probably let the cantonal tax office know as well.
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Old 04.03.2020, 10:39
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Re: Quellensteuer plus normal tax

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2. Tell your employer you now have a C permit so they should stop deducting it, simple. They're not going to know your permit status has changed unless you tell them. Probably let the cantonal tax office know as well.
Thank you for the reply. Yes, I informed our HR as soon as I noticed, but they said that an official request should come to them from the tax office, which I am surprised is not aware then (?). Just thought here in Switzerland this kind of info "automatically" spread to all important authorities by migration/Fremdenpolizei. But seems like not the case.. Will do.
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Old 04.03.2020, 10:44
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Re: Quellensteuer plus normal tax

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Thank you for the reply. Yes, I informed our HR as soon as I noticed, but they said that an official request should come to them from the tax office, which I am surprised is not aware then (?). Just thought here in Switzerland this kind of info "automatically" spread to all important authorities by migration/Fremdenpolizei. But seems like not the case.. Will do.

Just send them a copy of your C permit, HR should than change the tax situation
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Old 04.03.2020, 10:58
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Re: Quellensteuer plus normal tax

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Just send them a copy of your C permit, HR should than change the tax situation
They have my permit copy, but they don't care. They clearly said they need an official request from tax office. Probably it has something to do with a fact that I live and work in different cities (Bern and Zurich).. But really strange anyway that HR can't manage it in "easy" way.
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Old 04.03.2020, 10:58
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Re: Quellensteuer plus normal tax

As above, send your employer a scan of your C permit and they should take you off tax-at-source.

Tax at source that you've paid goes into your regular tax account, so you don't pay twice. Contact the tax office for advice. Is the bill for 2019 tax or is it a bill for current year tax (when you're not supposed to be on tax at source anymore)? It's very early to already have a bill for 2019 tax...
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Old 04.03.2020, 11:23
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Re: Quellensteuer plus normal tax

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Tax at source that you've paid goes into your regular tax account, so you don't pay twice. Contact the tax office for advice. Is the bill for 2019 tax or is it a bill for current year tax (when you're not supposed to be on tax at source anymore)? It's very early to already have a bill for 2019 tax...
Yes, the bill is for 2019.. "Direct Bundessteuer 2019: provisorische Abrechnung". And yes, I was surprised first of all, they sent it at all (I mean the whole tax thing), as I was still on B (and all paid). But probably it's because I got my C mid December 2019, and that's why they decided to check.

Have it so early is another question.. The only guess I have - they made this bill based on Kurz Steuererklärung they requested right in December (sent to them in Jan), and have not seen my full tax declaration sent this year.. But what I do not really get at all - how come they do not see that I have this Quellensteuer paid???
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Old 04.03.2020, 11:33
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Re: Quellensteuer plus normal tax

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Tax at source that you've paid goes into your regular tax account, so you don't pay twice. Contact the tax office for advice.
Seems like I really have to contact them (really hesitating, though), too much mess otherwise... Especially in case, that according my full tax declaration for that 2019 (and if right), I expect them to return me some money But now they made it in a way, that I have to pay twice - great
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