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Old 04.11.2020, 02:04
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Donation deduction from taxes

If I know correctly you can deduct up to 20% off income towards donations.

Q: If filing as a family does it have to be 20% off individual taxable income or can it be deducted from the combined income? E.g. if spouse A has made a donation that is bigger than spouse A's 20% but less than spouse A+B's total taxable income is the donation fully deductible?
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Old 04.11.2020, 09:35
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Re: Donation deduction from taxes

Is this for a donation already made?

Since the return is done as one unit, and generally they don't care which name is on a receipt for married couples, I would just treat it as a joint donation and declare it so the numbers do match the 20% bands.

That may not be correct, but it's a reasonable assumption so even if challenged the worst case would be it isn't allowed.
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Old 04.11.2020, 15:21
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Re: Donation deduction from taxes

Think of the spouses as a corporation. The corporation is taxed and files the declaration, so any deduction should reduce (as will any income increase) the joint income regardless of which made the payment (or who earned the income, respectively).

Donations must have been made to any of the accepted entities in order to be tax deductible, see the linked PDF under Spenden (donations) on this page.
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Old 05.11.2020, 01:41
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Re: Donation deduction from taxes

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Is this for a donation already made?
both made and planned to be made
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Old 05.11.2020, 09:26
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Re: Donation deduction from taxes

TIP. If you make multiple donations, make them all on the same day via your bank, when you have no other payments that day. Submit your bank payment confirmation to support your deduction on your tax return...
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Old 05.11.2020, 17:41
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Re: Donation deduction from taxes

Would I be right in saying you can only deduct donations mades within Switzerland to charities and such-like on the Swiss official list? E.g. if you donate to Save the Children this would not be allowable as a deduction?
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Old 05.11.2020, 21:07
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Re: Donation deduction from taxes

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Would I be right in saying you can only deduct donations mades within Switzerland to charities and such-like on the Swiss official list? E.g. if you donate to Save the Children this would not be allowable as a deduction?
Yes. Only thing I know you can pay outside Switzerland if you are taking care of someone financially you show transaction proof.
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Old 11.11.2020, 14:14
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Re: Donation deduction from taxes

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Would I be right in saying you can only deduct donations mades within Switzerland to charities and such-like on the Swiss official list? E.g. if you donate to Save the Children this would not be allowable as a deduction?

What is that official list?
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Old 11.11.2020, 14:27
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Re: Donation deduction from taxes

Each canton handles deductions for gifts and donations differently, so don't expect any unified rules. I don't believe there is any "official" list in the canton of Vaud and indeed the tax authorities have never asked me to submit proof of my donations, largely I guess as the total amount doesn't change that much from one year to the next.
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Old 11.11.2020, 14:31
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Re: Donation deduction from taxes

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What is that official list?
There is none. But anything wich has the Zewo seal is o.k. and can be deducted.
https://zewo.ch/en/
https://zewo.ch/de/spenden-von-der-steuer-abziehen/
Other donations might be deducted. Important: It must be a charitable not-for-profit organization. You can also donate toward the federation, canton, or a Swiss commune.

In addition membership fees for Swiss political parties can be deducted up to some limit (these are not considered as donations).

The 20% limit might be different in other cantons. Important: Check what is considered as 100%. In canton Zurich it is the net income after all deductions but healthcare cost and donations. And it is the income of both married partners no mater who actually made the donation.
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Old 11.11.2020, 15:39
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Re: Donation deduction from taxes

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There is none.

What are the cantonal "Spendenliste" then?
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Old 11.11.2020, 16:05
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Re: Donation deduction from taxes

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What are the cantonal "Spendenliste" then?
Thanks for this valuable hint. But even they can be incomplete.
Institutions can get request not to be listed on them. Canton ZH only lists Institution which are based in the canton and refer to other cantons lists. They also mention that in particular cases further investigation might be needed. Nothing is said about foreign non-profits.

https://www.zh.ch/content/dam/zhweb/...titutionen.pdf
https://www.zh.ch/content/dam/zhweb/...titutionen.pdf

I found an incomplete collections of links to such lists:
https://www.swiss-tax.ch/spendenliste.htm
Missing for example is
TG https://steuerverwaltung.tg.ch/hilfs...ngen.html/2949
GR (explicitly listed as incomplete) https://www.gr.ch/DE/institutionen/v...endenliste.pdf
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Old 11.11.2020, 17:29
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Re: Donation deduction from taxes

Link to an article.

https://translate.google.co.uk/trans...search&pto=aue
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Old 16.11.2020, 15:09
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Re: Donation deduction from taxes

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Thanks for this valuable hint. But even they can be incomplete.
Institutions can get request not to be listed on them. Canton ZH only lists Institution which are based in the canton and refer to other cantons lists. They also mention that in particular cases further investigation might be needed. Nothing is said about foreign non-profits.

https://www.zh.ch/content/dam/zhweb/...titutionen.pdf
https://www.zh.ch/content/dam/zhweb/...titutionen.pdf

I found an incomplete collections of links to such lists:
https://www.swiss-tax.ch/spendenliste.htm
Missing for example is
TG https://steuerverwaltung.tg.ch/hilfs...ngen.html/2949
GR (explicitly listed as incomplete) https://www.gr.ch/DE/institutionen/v...endenliste.pdf
I got two years a very complete list with expiry dates from each institution from kanton Uri for all of Switzerland. Could not find a newer version though.

Seems excel fies are not supported for attachments hence cannot attach...
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Old 16.11.2020, 15:19
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Re: Donation deduction from taxes

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I got two years a very complete list with expiry dates from each institution from kanton Uri for all of Switzerland. Could not find a newer version though.

Seems excel fies are not supported for attachments hence cannot attach...
No need to attach when you can link the original
https://www.ur.ch/dienstleistungen/3877
https://www.ur.ch/_docn/199582/jp_mb....01.2020_.xlsx
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Old 23.12.2020, 19:04
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Re: Donation deduction from taxes

Just to give feedback: I decided to call the tax authorities. They confirmed it is OK to pay from single person's account donation amount that is deductible from the total family income.
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