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Home Tax Services Small Businesses Swiss Tax Guide About us CONTINUE TO SERVICES TAX SERVICES FOR EXPATS IN SWITZERLAND TAX RETURN OFFER

Swiss Tax Returns If you live and work in Switzerland with a B permit with a gross salary of over CHF 120’000, you are obliged to submit a tax return. This also applies to new residents with a B permit if their gross salary, calculated over a full year, exceeds CHF 120’000.
 ANNUAL JOB INCOME OF CHF 120'000+ You could be obligated to submit a tax return, even if your annual (source-taxed) job income is below CHF 120'000. Cantonal provisions state what the relevant thresholds are. E.g. in canton Zurich, it is CHF 2'500 per year (worldwide).
SECONDARY INCOME SOURCES Similar to the last condition, if your worldwide taxable wealth exceed a certain threshold, you must file a tax return, even if you have a lower gross income than CHF 120’000 with the B permit. E.g. in canton Zurich, the threshold is CHF 200'000.
HIGH WEALTH Foreign nationals with a permanent residence permit (C permit) must complete a tax return on the basis of which their taxes are calculated.
LOCAL HIRED ON A C PERMIT HOW THE PROCESS WILL LOOK LIKE
Use the calculator below to get an idea about the filing costs and send us your request. We will get in touch with you immediately to discuss your tax situation in more detail. There are no costs at this stage. Before we start work, we will make you an offer. STEP 1
Calculate Offer
STEP 2
Provide Documents
 In order to complete your tax return, we need various documents. Our checklist will help you to find them easily and will already alert you to potential savings. Once you have all the documents together, you can simply upload them to the cloud folder that we assign to you. The transfer is encrypted. STEP 3
Processing and Information Exchange
Processing your tax return usually takes a few days. If there are any questions or missing documents, we will contact you directly and promptly so that there are no delays and all details are covered. STEP 4
Summary and Submission
Once we have completed your tax return, you will receive a summary by email. You can then download your completed tax return via a link to a dedicated end-to-end encrypted cloud. The summary will also show you what your tax burden is expected to look like. If you have already paid withholding taxes, this will be taken into account. Finally, you will receive a detailed description of how the submission process can be completed. STEP 5
Wait for Tax Assessment Once the tax return has been submitted, the tax office carries out an assessment. Depending on the canton, this process takes at least several months. During this time we will of course continue to be available for questions. As soon as the assessment is completed, you will receive a letter with the details which can be reviewed by us. STEP 1
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STEP 5 CALCULATE COSTS Source Tax Corrections You live and work in Switzerland with a B permit with a gross annual income of below CHF 120’000.
 B PERMIT AND INCOME < CHF 120'000 You have various deductible expenses such as training costs, 3a contributions or pension buy-ins, debt interest, alimony payments, childcare costs, large commuting costs etc. and would like to claim a tax refund. VARIOUS EXPENSES PAID HOW THE PROCESS WILL LOOK LIKE
Fill in the contact form and check all the boxes that apply to your situation. This information will help us to determine which tax provisions apply to your situation and the scope of the support we could provide. Of course this step is non-binding. STEP 1
Send Request
STEP 2
Estimation of possible Tax Refunds
 We will get in contact with you to discuss your tax situation and options. Only once we have determined the potential tax refunds we would start with the filing of the application. The filing of the application takes not more than a few days. STEP 3
Document Exchange and Drafting
When preparing the application, we will inform you which documents are required so that all cantonal requirements regarding evidence documentation are met. These documents can be made available via a protected cloud access. STEP 4
Submission of Application
Once the application has been completed, it must be submitted. It is important to note that the 31 March deadline for most cantons cannot be extended (as opposed to the regular tax return deadline), and it is therefore essential to start the registration process as early as possible. If the application is submitted in time, the tax office responsible will examine the application and at the end correct the withholding tax rate and remit any tax credit. STEP 1
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Check the boxes that might apply to you. Training costs3a or pension paymentsDebt interestCommute costsSupport to relativesChildcare costsAlimony payments
Weekly Commuters If you work in Switzerland during the week and regularly return to your family abroad, you could qualify as an international weekly commuter under Swiss tax law. As an international weekly commuter, you do not file a tax return in Switzerland, even if you earn more than CHF 120,000.
RESIDENCE OUTSIDE SWITZERLAND International weekly commuter should claim additional deductions for the respective tax year, which are not included in the withholding tax rate. These include, in particular, regular travel expenses to the place of residence, housing costs and income from employment during a physical stay abroad. REGULAR RETURN HOME HOW THE PROCESS WILL LOOK LIKE
Before we make an application for tax relief based on your status as an international weekly resident, we need to carefully analyze your situation. With the form below we will get a rough overview. We will contact you as soon as we receive your inquiry to review the details with you. There is no charge at this stage. Only after we have analyzed the potential, we will send you an offer. STEP 1
Verify Commuter Status
STEP 2
Document Exchange for Application
 After we have thoroughly reviewed your situation together, we will send you an individual list of documents we need. Once you have all the documents together, you can simply upload them to the cloud folder that we assign to you. The transfer is encrypted. STEP 3
Preparation of Application and Dossier
In the next step we write the application and create a dossier with all evidence. We will be able to tell you exactly how high your tax credit will be in the best case and then send the application directly to the tax office. STEP 4
Submission of Application
Once the application dossier has been submitted, the tax office carries reviews it. Depending on the canton, this process takes several months. During this time we will of course continue to be available for questions. Once the review has been conducted, you will receive the applicable tax refund. STEP 1
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Check the boxes that might apply to you. Place of work in SwitzerlandMain residence abroadApartment in SwitzerlandReturn to the foreign place of residence at least every two weeks
More Services We offer to take over the complete administration of your tax correspondence and filing at an annual fixed price. We can provide you with any documents digitized and sorted at any time. On request, we can also compile an overview with various diagrams, which summarise the tax situation over the years.
 REPRESENTATION The tax office issues an assessment after the tax return has been submitted. If there are errors or deductions were not granted, it can be worth raising an objection so that the tax burden is not too high. It is important that the objection period of 30 days is adhered to and that therefore fast action is taken.
OBJECTIONS Sometimes foreign assets remain undeclared for a specific reason, even if often accidentally, just because taxpayers are unaware of the Swiss reporting obligation. It is possible to go unpunished in the event of an initial voluntary declaration of tax evasion without penalty, if all conditions are fulfilled.
UNPUNISHED VOLUNTARY DISCLOSURE Are you planning to buy a house or are you going to change jobs or move to another canton? Then you should consider the tax burden. By calculating various scenarios, we show you what the tax situation will look like in the respective circumstances.
TAX PLANNING HOW THE PROCESS WILL LOOK LIKE
Before we act on any of the services, we discuss the individual steps with the client in detail and compile a cost/benefit calculation. This is followed by preparations such as gathering evidence and drafting applications. STEP 1
DISCUSSION OF SITUATION
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Ongoing Representation
 As soon as all preparations have been made, we will submit any applications. We assist the client throughout the entire process. STEP 1
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Check the boxes that might apply to you. Place of work in SwitzerlandMain residence abroadApartment in SwitzerlandReturn to the foreign place of residence at least every two weeks
TAX SERVICES
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RETURNS SOURCE TAX
CORRECTIONS WEEKLY
COMMUTERS MORE TAX
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QUICK TURNAROUNDS QUICK TURNAROUNDS
 Due to our specialization we offer a flexible and pleasant process. We respond quickly, transparently and bring the essentials to the point. Data exchange is digital and secure. The transfer to our cloud is encrypted and the finished tax dossier is made available to our clients via end-to-end encryption.
 RELEVANT EXPERTISE RELEVANT EXPERTISE
people_outline We are familiar with the factors that expats have to deal with. Real estate abroad must be declared accordingly, as must bonuses from previous employment abroad or foreign securities with withholding tax. Exactly such specialities are considered by us, unnecessary double taxation can be avoided.
 FOR LOCAL HIRED EXPATS FOR LOCAL HIRED EXPATS
 As part of the relocation, expats are well covered by the employer with regard to taxes. But already after two or three years, or as soon as a local employment contract comes into effect, they are on their own and are looking for an appropriate solution.
 AFFORDABLE PRICING AFFORDABLE PRICING
 Often expats are not willing to pay a price of several thousand CHF to one of the big auditors for a tax return after the employer has stopped to come up for the costs. With us, you get a specialized service for a reasonable price as we close the gap between the big 4 and the normal Swiss trustees who do not specialize in expats tax matters.
 DATA SECURITY DATA SECURITY Our service is continuously optimized to make the experience even more pleasant for the client. However, this is not at the expense of data security. We only use the latest software and cloud solutions of the highest quality and our processes and communication guarantee a high level of diligence.
 ESTABLISHED AND TRUSTED ESTABLISHED AND TRUSTED
 For some time we have had the privilege of supporting more and more new satisfied clients from all over Switzerland, which has allowed us to become very familiar with any specialities of the employers or the applied practices of the relevant tax offices.
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Slide The Swiss tax system seems confusing at first for expats. Nothing is in English, it seems as if invoices flutter in randomly on a regular basis and suddenly the tax documents are sent to you with a deadline. We bring clarity quickly and easily. - Ron R. Rosenwasser, CEO & Partner

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Slide A colleague recommended Taxolution to us for filing tax returns and advice on tax planning. We have been very happy with the services provided, appreciate the responsiveness and the straightforward contact. Their advice has been sound and we will continue to work with them for the foreseeable future. We would recommend Taxolution to anyone in Switzerland but especially to other expats. Michael Clark, client since 2015 Global Procurement Director Petrochemicals, Energy, Plastic Resins and Fuels, Unilever Slide I was looking for someone who can file a withholding tax correction form to get a tax refund. Taxolution Advisory was the perfect partner for it, as it was simple, fast and professional. I appreciated the responsive and direct correspondence as well as the straightforward communication in general. Overall a very smooth experience. Meera A., client since 2018 Public Relations Manager, IWC Schaffhausen Slide My experience with Taxolution has been very positive and I highly recommend their services. I have received my tax return form in an incredibly short amount of time and the process and communication throughout my experience with Taxolution was flawless! I will definitively use their services again in the future. Enrico Sgrosso, client since 2020 Ernst & Young Slide We experienced a very smooth and quick process of filing our tax return with Taxolution. They are highly professional, very responsive and the correspondence in English worked perfectly. We really appreciated that they have also acted on our behalf with the local tax authorities and can fully recommend their services! Deborah Hladecek, client since 2017 Slide I have used Taxolution’s services for the past 4 years. Their level of service has always been impressive, with a willingness to support me when I have questions, and an attention to detail ensuring that all aspects of their work have been accurate and right first time.

I would recommend Taxolution very highly and thank them for their great work. Simon Marlow, client since 2013 Former Global Head of Planning, AB Mauri Slide I was impressed by the speed and efficiency of Taxolution, specially after having used others in previous years, where a follow-up was a norm before someone bothered to respond. The charges were reasonable and documents were prepared in a very professional manner. I have no hesitation in recommending them. Manish Mehrotra, client since 2018 Global Category Manager, Nestlé Slide I am very satisfied with Taxolution and the service they provide is professional, timely and accurate. Ron always provided me detailed feedback to my questions and I have my full trust in them that they do my tax declaration in an accurate way. I am sure I will use their service for the 3rd time as well next year. Rita Nemes, client since 2018 Senior HR Business Partner, Carlsberg Supply Chain Company Slide Taxolution Advisory has been supporting us for the past four years and we have been fully satisfied with their services. The process of tax return filings is very smooth. We simply upload our documentation to an encrypted cloud folder and a few days later receive back the tax return to be filed. The pricing is fair and transparent and we appreciate the responsive correspondence. Definitely can recommend their service. Martin Precious, client since 2015 Global Finance Manager - Commodities, Unilever Slide I am a customer of Taxolution Advisory LLC from 2016 – they prepare my Swiss tax returns, provide advice on tax planning, deal directly with tax authorities on my behave.  I am very happy with the service – professional, knowledgeable, reliable and efficient. I very much appreciate a client oriented approach, friendly, informal and at the same time very responsive. Best tax service I have had so far. Galina Gray, client since 2016 Director, Bayer Consumer Care AG Slide I had to do my tax return in Switzerland the first time and I am very happy with the service provided by Taxolution Advisory. The whole process goes quickly and smoothly and I could file my tax return on time considering that I didn't have too much time. I will continue using their services again in the future and highly recommend to anyone needing tax-related advice. Alberto Pradas, client since 2019 Director, Marketing & Business Development, Cordis EMEA Slide I put my trust in the service of Taxolution Advisory LLC on a regular basis. Whether it is for general tax advice or filing tax returns, my business with them is always to my fullest satisfaction. Damon Bland, client since 2012 Slide I contacted Taxolution after receiving my first Swiss tax return this year. Right from the first call they were friendly and professional. The ability to submit all our documents electronically was a real bonus and saved us time. They completed our returns quickly and kept us up to date at every step of the way. We will definitely use their services again and would not hesitate to recommend their services to others. Graham Egerton, client since 2018 Lufthansa Aviation Training Slide I used Taxolution for the first time this year because my usual local service wasn't available. I found it very useful to be able to correspond via email and in English due to my busy schedule, I will be using them again next year. Osian Hedd Hughes, client since 2019 Software Engineer, Nexus Telecom AG Slide Taxolution Advisory has filed my tax return for Zürich for the first time this year. They provide an excellent questionnaire to make sure you do not forget to hand in any necessary files. Overall, my experience with Taxolution is super positive, I can recommend it to anyone looking for a competent partner in terms of Taxes, Legal Advice and more! Luca Seeberger, client since 2018 responsAbility Investments AG Slide Over the past years Taxolution Advisory has filed our tax returns for different cantons and advised us on how to optimize our taxes effectively. With the international perspective of our personal and financial situation, we appreciate that Taxolution Advisory knows how to correctly apply Swiss tax law as well as the rules of international tax agreements in order to avoid double taxation. The contact with them is always direct and straightforward. They are reliable and professional and we can fully recommend their service. Arijit Sarkar, client since 2012 Director - Global Net Revenue Management, Unilever Slide Taxolution was very professional and quick submitting my tax declaration. With great customer service and communication. They ask relevant questions for your taxes to be optimized. English speaking. All documents exchange was done through internet for fast and convenient interaction. At the end, you receive the official documents to sign as well as a copy for yourself. I would definitely recommend! Luis Miguel del Castillo Garcia, client since 2018 Senior Energy Consultant, Allegro Development Slide Taxolution Advisory LLC knows that “a promise is a promise!” and never let me down, despite the fact I moved cantons, jobs and apartments in Switzerland in the last years. For me, Tatiana, Oliver and Ron (just to mention my direct contacts) are not just business partners and professionals in their field, but dear friends too. Couldn't ask for more! Don’t think twice and go to meet them, you will thank me later! Michaela B., client since 2012 Slide Taxolution was very fast to act and support throughout the process of submitting my tax declaration. Very professional, with great customer service and communication. All in all, highly recommended! Paulo Calado, client since 2018 Senior Data Excellence Manager, Carlsberg Group Slide Taxolution Advisory provides a high quality, professional and efficient service. On my second time working with them, the experience couldn't be more positive. They are very helpful as well and provide all guidance, assistance and advice when needed. Highly recommended! Silvia Madeira, client since 2016 Accountant, Johnson Control Slide I've been a customer of Taxolution for a few years already. Their service has been prompt and professional at all time. Definitely, a reliable partner and a friendly team to continue working with. Vladimir Badic, client since 2012 Senior Consultant Supply Chain Digital Transformation, Aston Life Sciences Slide A colleague recommended Taxolution to us for filing tax returns and advice on tax planning. We have been very happy with the services provided, appreciate the responsiveness and the straightforward contact. Their advice has been sound and we will continue to work with them for the foreseeable future. We would recommend Taxolution to anyone in Switzerland but especially to other expats. Michael Clark, client since 2015 Global Procurement Director Petrochemicals, Energy, Plastic Resins and Fuels, Unilever what our clients say

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