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Old 05.07.2020, 13:46
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Quellensteuer on B visa after buying property

Hello all,

We have recently bought a property, and moved away from Zurich (but still in canton ZH). We are both on B-visa, and pay Quellenteuer every month.

From now on, we continue to pay the Quellenteuer but will also have to submit a tax declaration every year and pay the wealth tax and self-rent tax.

In the new location, however, the "normal" tax is actually lower than the Quellensteuer. Will that have an impact on our tax return (meaning we can see some cash returning), or do we need to wait until we no longer pay Quellensteuer (say, if we receive a C visa)?

Thanks a lot for your feedback!
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Old 05.07.2020, 16:10
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Re: Quellensteuer on B visa after buying property

I don't know the situation in Kt. ZH but in Kt. SO I suddenly stopped paying quellensteur when I bought the house. I am pretty sure I didn't notify work, so it must have been the Steueramt. I was on B at the time and it was only due to the house purchase.

In any case, as soon as you start doing declarations, yes, the quellensteuer becomes a guess of your taxes and you'll have to pay the difference (or get tax back) from the correct tax level. It's not just the Gemeinde % but other factors like pensions contributions and other deductions for interest etc that'll factor in.
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Old 05.07.2020, 17:09
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Re: Quellensteuer on B visa after buying property

Hi there,

Thanks a lot!

In our case it is definitely different. We did inform our employer and the steueramt. Our HR told me we would stop paying Quellenteuer but the steueramt (both Zurich and Meilen, where we currently are) said no, we continue paying it but submit the formal declaration once a year.
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Old 05.07.2020, 21:54
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Re: Quellensteuer on B visa after buying property

It's a B permit - not a B visa. Just sayin'

I've always had to fill in a tax return (high salary), but until I got my C permit, quellensteuer continued to be deducted. I just got a small rebate each year.
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Old 06.07.2020, 10:13
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Re: Quellensteuer on B visa after buying property

If you own property in Switzerland, you will be taxed via tax return rather than withholding tax.

In fact, you will have to keep submitting Swiss tax returns relevant to property tax after you leave Switzerland as well, for as long as you own property here (Swiss property taxes are levied in the property's domicile, not yours). Of course, there are cantons/municipalities which don't levy property taxes.
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Old 06.07.2020, 10:26
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Re: Quellensteuer on B visa after buying property

You will be doing both, they will use your quellensteuer as 'akonto' payment of tax. Final will will be calculated on you COMMUNE level, if that one is lower than kanton average, you will pay less taxes then before.
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Old 06.07.2020, 14:18
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Re: Quellensteuer on B visa after buying property

yes, you will do both. And I can confirm, same as Jaseq, the local tax rate will be applied to the tax return calculation and you can also claim other deductions, so you may or may not end up paying a little bit of extra tax, or get a small refund.



If you are married, and/or have kids, the whole household is taxed together, and of course if your spouse is also working and paying tax, this is all combined. So only one tax return for the household.



I recommend using a tax agent, Ours charges not more than 300chf to prepare ours per year. usually much less, as it's very straightforward, but they will always check/double check things for us, and have been invaluable in also sorting out our employers when they messed up the Quellensteuer.
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