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Old 28.08.2020, 15:18
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Specific question on EasyTax for Baselland

Hi,

Is anyone here familiar with the EasyTax software for Baselland? I would like to give this a go since I have a very straightforward situation.

I understand most of the fields etc. (use of image grab with google keep then copy paste the text into google translate is pretty neat!).

However I am stuck on one window where you input your employment and income details. See screenshot below, the bit marked in yellow - do you enter your normal/default pension contribution (i.e. the amount shown in field 10.2 on salary certificate) or leave it blank?
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Old 28.08.2020, 15:34
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Re: Specific question on EasyTax for Baselland

If you make a special contribution to the pension plan, then enter the amount there. Otherwise, leave it blank.
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Old 28.08.2020, 15:38
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Re: Specific question on EasyTax for Baselland

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If you make a special contribution to the pension plan, then enter the amount there. Otherwise, leave it blank.
Thanks very much!
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Old 28.08.2020, 16:18
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Re: Specific question on EasyTax for Baselland

If you have other questions, I've been filling in a BL tax form for years, so I'll be glad to load up mine and see what I did!
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Old 28.08.2020, 17:59
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Re: Specific question on EasyTax for Baselland

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If you have other questions, I've been filling in a BL tax form for years, so I'll be glad to load up mine and see what I did!

Thanks, much appreciated.

Actually one quick question: regarding health insurance costs, I suppose we cant claim the costs of the actual premiums? only the amounts we paid as share costs when making claims?
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Old 28.08.2020, 18:14
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Re: Specific question on EasyTax for Baselland

I've always just put in the total cost. They've never queried it.
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Old 28.08.2020, 19:12
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Re: Specific question on EasyTax for Baselland

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Thanks, much appreciated.

Actually one quick question: regarding health insurance costs, I suppose we cant claim the costs of the actual premiums? only the amounts we paid as share costs when making claims?
According to the Baselland 2019 tax instructions, p. 29 (translated):

"Premiums paid for personal insurance policies such as life, accident and health insurance for taxpayers and their children, as well as interest on savings capital, are deductible up to the following maximum amounts"

And then please see p. 30 for the maximum amounts.

https://www.baselland.ch/politik-und...531_190709.pdf
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Old 28.08.2020, 19:56
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Re: Specific question on EasyTax for Baselland

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According to the Baselland 2019 tax instructions, p. 29 (translated):

"Premiums paid for personal insurance policies such as life, accident and health insurance for taxpayers and their children, as well as interest on savings capital, are deductible up to the following maximum amounts"

And then please see p. 30 for the maximum amounts.

https://www.baselland.ch/politik-und...531_190709.pdf

ok - thanks, this is good news for the current claim but very bad news for at least 3 years prior! Do you know if I can go back to my 2018 and 2017 tax returns and ask for a correction? As I didnt add the cost for health insurance premiums.

Edit: on pg 30 where it displays the maximum amounts, e.g. the CHF 4000 for married couples, i guess thats not per person. The EasyTax software doesnt help much with this.. why dont they state this limit next to the bit where you enter the costs. If I keep entering increasing values (exceeding the 4K limit), the software just keeps reducing your calculated tax liability.

Last edited by homesick_alien; 28.08.2020 at 20:24.
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Old 28.08.2020, 22:13
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Re: Specific question on EasyTax for Baselland

Since you are taxed as a couple, yes it's 4000CHF max.

And now, since I will exceed 3400 CHF in healthcare payments, I now need to figure out, including tax deduction, whether reducing my excess to minimum (it's at 2500 now) will actually benefit...
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