SOURCE TAX
Source tax correction
As you may know, a frontier worker who does not have the status of a quasi-resident is subject to source tax levied monthly on his income in Switzerland. This withholding tax does not take into account certain deductions and therefore you could recover overpaid money by having it corrected by our tax accountants.
It is possible to ask for a source tax rectification by sending a form to the AFC which describes your real tax situation. This should include: childcare costs, alimony, life insurance (3rd pillar) and even travel expenses. For this, you need to have all the supporting documents. In this respect, the Taxation Ordinaire Ultérieure (TOU) allows you to file a tax return the year following the tax period. In this way, you will obtain deductions on certain expenses that you have already paid.
To obtain a correction of your source tax, you must fill out a form provided by your employer or obtained online. This completed document must be sent to the Cantonal Tax Administration (AFC) by the deadline of March 31. SAFE saves you time and money by handling all these administrative procedures for you.
We improve your tax situation
Our tax return specialists are available to optimize your tax situation and determine if you qualify for quasi-resident status, which is possible if you have 90% of your household income from Switzerland.
If you want to deduct taxes from real estate assets, we will guide you on the most interesting tax plan for you. We can also reduce your taxes if you have taken out a mortgage or carried out renovation work. It is important to mention that taking out a mortgage, financing your retirement with a 3rd pillar and/or life insurance are not tax neutral actions!
Our source tax return packages
Individual
For an individual who has nomovable assets / real estate assets
-
Tax return completed by a member of the Executive Board
-
Verification of documents by two tax accountants
-
Submission of the deadline extension request if necessary
-
-
Individual +
For an individual who possessmovable assets / real estate assets
-
Tax return completed by a member of the Executive Board
-
Verification of documents by two tax accountants
-
Submission of the deadline extension request if necessary
-
Treatment of a single property
-
Treatment of non-quoted assets
CHF 100.- per additional property.
Personalized quotation in the case of quoted assets.
Family
For a family who has nomovable assets / real estate assets
-
Tax return completed by a member of the Executive Board
-
Verification of documents by two tax accountants
-
Submission of the deadline extension request if necessary
-
-
Family +
For a family who possessmovable assets / real estate assets
-
Tax return completed by a member of the Executive Board
-
Verification of documents by two tax accountants
-
Submission of the deadline extension request if necessary
-
Treatment of a single property
-
Treatment of non-quoted assets
CHF 100.- per additional property.
Personalized quotation in the case of quoted assets.
Need tax advice?
Tax Advice
Our financial advisors can inform you about your tax situation. They can also indicate the strategies you can put in place to reduce your taxes.
