Completing A Tax Return In Switzerland (Tax Checklist)
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10 سال پیش
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Completing A Tax Return In
Completing A Tax Return In Switzerland (Tax Checklist) - Beat Meyer, CPA gives a checklist of documents you need for completing your tax return.
For more information on taxes in Switzerland call +41 (0) 32 623 30 55.
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Completing A Tax Return In Switzerlan...
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http://www.expattax.ch
Completing A Tax Return In Switzerland
0:00 When completing a tax return in Switzerland it pays to be well prepared. Not sure what documents you need before you can get started? Well, in the next couple of minutes I’ll take you through a checklist of the documents that you need to have at hand before you can start.
0:18 Hi, I’m Beat Meyer with Expat Tax Switzerland. I’m a Swiss certified public accountant and tax specialist and I help expats in Switzerland with their tax returns.
0:30 Each year people liable for tax in Switzerland have to complete a tax return. Here is a checklist of the documents you need to have at hand when you complete a tax return. You can either download this list from my homepage or in the description below. If you are short on time we are happy to help you with the tax return.
1:02 First, General Documents. You will receive from the tax office your tax forms – a four page form. The first page shows the personal details. You need to your names, birth dates, occupation, if you have children, where they go to school, and also your religious denomination.
1:31 Provide details on our income on the second page of the form. So you need to have the salary statement from your employer, also called “Lohnausweis”, any income statements you have from pensions, or any other sources of income. If you have made any contributions, to pension systems such as voluntary contributions to the professional pension scheme (pillar 2) or voluntary contributions to the tied pension plan called pillar 3a, these are tax deductible.
2:11 Details on your bank accounts and securities. You need to provide the year-end balances of all you bank accounts world-wide and details on any securities that you may have, the value at the end of the year, the number of shares, the transactions throughout the year like dates and amount of purchases and sales. This is important for the income tax with regard to the income on these bank accounts and securities, and also for the asset tax as regards the values of these balances.
2:47 Next point is real-estate property. If you own real-estate either in Switzerland or abroad, you need to report that in the Swiss tax return. Real-estate abroad is not taxed in Switzerland, but it’s important to report it because Switzerland has the right to take it into account for the tax rate progression.
3:10 So for real-estate, you need to indicate the value of the property. If it’s in Switzerland it’s the catastrial value. If it’s abroad it’s the market value. And also on the income that you earn on the property. Either it’s a rental income or you have to estimate a theoretical rental income that you could get with the property. You can deduct maintenance costs for the property. This is either a lump sum, depending on the age of the property, or higher effective costs.
3:42 Other assets: your car, if you have gold at home, if you have horses, airplanes, and miscellaneous items. For example health insurance premiums paid, copies of invoices for childcare, or contributions to non-profit organisations, or political parties.
4:10 So here you have it. That’s the list of the documents needed to prepare the tax return.
4:15 Some last tips:
Remember, the deadline to file the tax return is typically end March. So don’t wait until the last minute. Make sure you apply for a tax return deadline extension before that date. And make sure you apply for all the possible deductions in the tax return.
4:57 If you have a specific question on taxes in Switzerland call for a free initial consultation at country code 41 followed by 32 623 30 55.
5:26 Thank you for watching this video and “Uf wiederluege”.
FOLLOW US:
Facebook Facebook: ExpatTaxSwitzerland
Twitter Twitter: expattaxch
Google+ https://plus.google.com/+ExpattaxCh
LinkedIn LinkedIn: expattaxswitzerland
Download our tax checklist:
http://www.expattax.ch/infosite.php
Subscribe to my YouTube channel for updates and tips on Swiss tax news:
http://www.youtube.com/subscription_c...
Call us for a free consultation.
+41 32 623 30 55
Expat Tax Switzerland
Schaalgasse 16
CH-4500 Solothurn
Completing A Tax Return In Switzerland (Tax Checklist)
For more information on taxes in Switzerland call +41 (0) 32 623 30 55.
Share this video:
Completing A Tax Return In Switzerlan...
Subscribe to our YouTube channel for updates and tips on Swiss tax news :
http://www.youtube.com/subscription_c...
http://www.expattax.ch
Completing A Tax Return In Switzerland
0:00 When completing a tax return in Switzerland it pays to be well prepared. Not sure what documents you need before you can get started? Well, in the next couple of minutes I’ll take you through a checklist of the documents that you need to have at hand before you can start.
0:18 Hi, I’m Beat Meyer with Expat Tax Switzerland. I’m a Swiss certified public accountant and tax specialist and I help expats in Switzerland with their tax returns.
0:30 Each year people liable for tax in Switzerland have to complete a tax return. Here is a checklist of the documents you need to have at hand when you complete a tax return. You can either download this list from my homepage or in the description below. If you are short on time we are happy to help you with the tax return.
1:02 First, General Documents. You will receive from the tax office your tax forms – a four page form. The first page shows the personal details. You need to your names, birth dates, occupation, if you have children, where they go to school, and also your religious denomination.
1:31 Provide details on our income on the second page of the form. So you need to have the salary statement from your employer, also called “Lohnausweis”, any income statements you have from pensions, or any other sources of income. If you have made any contributions, to pension systems such as voluntary contributions to the professional pension scheme (pillar 2) or voluntary contributions to the tied pension plan called pillar 3a, these are tax deductible.
2:11 Details on your bank accounts and securities. You need to provide the year-end balances of all you bank accounts world-wide and details on any securities that you may have, the value at the end of the year, the number of shares, the transactions throughout the year like dates and amount of purchases and sales. This is important for the income tax with regard to the income on these bank accounts and securities, and also for the asset tax as regards the values of these balances.
2:47 Next point is real-estate property. If you own real-estate either in Switzerland or abroad, you need to report that in the Swiss tax return. Real-estate abroad is not taxed in Switzerland, but it’s important to report it because Switzerland has the right to take it into account for the tax rate progression.
3:10 So for real-estate, you need to indicate the value of the property. If it’s in Switzerland it’s the catastrial value. If it’s abroad it’s the market value. And also on the income that you earn on the property. Either it’s a rental income or you have to estimate a theoretical rental income that you could get with the property. You can deduct maintenance costs for the property. This is either a lump sum, depending on the age of the property, or higher effective costs.
3:42 Other assets: your car, if you have gold at home, if you have horses, airplanes, and miscellaneous items. For example health insurance premiums paid, copies of invoices for childcare, or contributions to non-profit organisations, or political parties.
4:10 So here you have it. That’s the list of the documents needed to prepare the tax return.
4:15 Some last tips:
Remember, the deadline to file the tax return is typically end March. So don’t wait until the last minute. Make sure you apply for a tax return deadline extension before that date. And make sure you apply for all the possible deductions in the tax return.
4:57 If you have a specific question on taxes in Switzerland call for a free initial consultation at country code 41 followed by 32 623 30 55.
5:26 Thank you for watching this video and “Uf wiederluege”.
FOLLOW US:
Facebook Facebook: ExpatTaxSwitzerland
Twitter Twitter: expattaxch
Google+ https://plus.google.com/+ExpattaxCh
LinkedIn LinkedIn: expattaxswitzerland
Download our tax checklist:
http://www.expattax.ch/infosite.php
Subscribe to my YouTube channel for updates and tips on Swiss tax news:
http://www.youtube.com/subscription_c...
Call us for a free consultation.
+41 32 623 30 55
Expat Tax Switzerland
Schaalgasse 16
CH-4500 Solothurn
Completing A Tax Return In Switzerland (Tax Checklist)
10 سال پیش
در تاریخ 1393/11/18 منتشر شده
است.
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