Gather knowledge and new information on tax savings and tax planning. In our tax blog, we write articles on personal finances, retirement planning, home taxes, and self-employment tax returns.
On September 28, 2025, the imputed rental value for owner-occupied properties in Switzerland was abolished by the people and the cantons. This means that the imputed rental value will disappear from the tax return. When will the abolished imputed rental value take effect? Expected in two to three years, i.e., 2028. We will process the 2028 tax return in 2029. What can you do? ...
Tax Planning Appointments Tax planning appointments can be scheduled online directly, similar to the tax return appointments. During the tax planning appointment, all tax questions are addressed in the annual meeting, including how measures can be implemented to save even more and better taxes in the coming years. In the following video, we demonstrate what it takes. ...
Free initial property gains tax consultation Simpletax Appointments for a free initial consultation on real estate capital gains tax can now be booked online. These can be arranged in Dübendorf or via Teams meeting. Professional initial real estate capital gains tax consultation 6 In preparation, we appreciate your completing the form for clarification and preliminary calculation of real estate capital gains tax. Why is it important ...
Tax return deadline in the Canton of Zurich extended due to online access Due to problems with the online tax return in the Canton of Zurich, the submission deadline has been extended to 30 April 2025. This affects existing clients of Simpletax not, as these are automatically extended to the end of November at the beginning of each year. However, for new customers who still have the deadline ...
Simpletax starts the new season. Beach flags are now flying in front of our offices to make us easier to find. When will the 2024 tax return arrive? At the beginning of January, the municipal tax offices will begin sending out letters with the online codes. Simpletax You can bring or send paper documents without any worries. However, you can ...
0
In the catchment area of our branches in the canton of Zurich, little has changed in most municipalities. The changes considered between 2021 and 2024 for the tax rate in the Zurich municipalities show a general trend towards lower taxes. The online newspaper watson publishes annual comparisons of how to pay taxes in Zurich ...
Tax deduction for Pillar 3a in the 2025 tax year. Pillar 3a supplements the AHV and BVG (Old Age and Survivors' Insurance). Contributions to a Pillar 3a account or insurance plan can be deducted from taxes. For the 3rd Pillar in 2025, the maximum amount is CHF 7 for employees. Tax deduction for 258 and historical contributions ...
While many younger people and families are faced with the question of "rent or buy", homeowners are often faced with the question of what to do with the property when their personal situation changes and their own use is no longer the focus: rent or sell? The reason for this can be ...
In recent years, the range of services offered by banks to handle their customers' taxes has been greatly reduced. Below we will look at the background.Let the bank continue to handle the tax returnFor example, ZKB and AKB only offer complete tax mandates for 500 and 400 francs respectively. ...
Simpletax was founded in 1999 as a sole proprietorship and later converted into a GmbH. Tens of thousands of satisfied customers and completed tax returns, a lot of time and tax savings and a great team mark this path to success. In 2024 we will celebrate the 25th anniversary.Changes and actions for the milestone for the 25th anniversaryWe have for ...
Simpletax offers many branches in your area, but also the option of discussing your tax return from home. It does not matter whether you send us your documents by post or electronically.Video consultation throughout SwitzerlandVideo consultation appointments can be booked conveniently from home throughout Switzerland and ...
The deferral of real estate capital gains tax in the Canton of Zurich makes it easier to acquire a replacement property when moving to a new home. Using the Canton of Zurich as an example, the following table shows the three cases in which the tax is fully deferred, partially deferred, or paid immediately and in full. ...
We all have to pay taxes so that our communities and our government can function. However, it is often unclear exactly what the money is spent on. A debate quickly arises as to whether the spending is efficient and effectively targeted in the right places. What do I pay taxes for? Use of tax revenues Specifically, the municipality, the canton ...
Simpletax has published a revised property gains tax checklist. It lists the most important documents and receipts for completing the tax return quickly. Property gains tax checklist: what deadlines apply?At most cantonal tax offices, the deadline for submitting the tax return is only 30 days. Depending on the property and documentation, the receipts can fill up folders. Therefore, a ...
The tax return checklist in pdf format from Simpletax has been updated for the 2022 tax return in the 2023 season. The tax return checklist at the meeting Additional control forms are used in all branches so that we can accurately record all information for completing the tax return. The checklist refers to ...
How safe is my money? The risk of loss is not only the sudden total failure of the bank as the account holder's debtor, but also a gradual loss due to taxes, fees or investment risks.How safe is my money from loss?In the event of a bank's bankruptcy, deposit protection applies up to 100 francs in Switzerland. ...
How do I find a simple tax consultancy in Zurich? From the simplest services to very extensive tax consultancy, everything can be found in Zurich. Simpletax We have analyzed several tens of thousands of tax cases and grouped the most common needs into two packages. Have your tax return completed, the simple service. Simple tax advice is available. ...
Generally, there is no obligation for private individuals to retain their tax returns and tax documents. However, self-employed individuals must retain business-related tax documents. It is recommended that everyone retain their original documents until the final tax assessment is received. Are there any exceptions to the tax return? The major exception is self-employed individuals who report their income and ...
As an expat you may find yourself in dire situation with cantonal laws and the requirement that filing tax returns is a duty. On top, you might still own a home abroad, or have additional income from a side-business. With pension and insurance to be adjusted, things are getting complex.Basics ...
Press releaseDübendorf, 1 February 2023: For over 20 years, SimpleTax Tax services at fair prices in Switzerland. With clients ranging from working people and pensioners to expats, the Swiss company has established itself as one of the largest experts in the field of tax consulting. The company now offers SimpleTax and ...
Rent or buy? In this article we will examine the question of how big the impact of taxes is for taxpayers who own their own property, and how the homeowner should fill out the tax returns for the property. In the following sections we will compare the financial scenarios for renting and buying a fictitious property through a ...
Rising healthcare costs are a major challenge for our society. Their rise far exceeds economic and population growth, causing great concern for everyone. As a result, health insurance premiums in Switzerland will increase by an average of 6.6% Unfortunately, the trend for the coming years does not look any better ...
Financial planning is the basis for saving taxes. It is based on the individual life situation and the goals set. From this, you can easily derive tax planning that saves a lot of money and avoids mistakes that cannot be corrected later.Tax and financial planningAnnual calendar and dates for the tax return (short term)Repeat every year ...
Surprisingly, only a few people have a budget plan. Some people seem to find it difficult to optimize their own finances quickly and sustainably with this simple tool.The most important elements are:Income: wages, pensions, additional income and interestFixed expenses such as taxes, rent, energy, interest and transport costsVariable expenses: household, pocket money, leisure time, gifts, holidays and ...
Cryptocurrencies, also called cryptos (cryptocurrencies, tokens), are assets that must be declared in the tax return. This applies to all currencies. Income, on the other hand, is taxable if, for example, tokens are mined.For federal tax purposes, cryptocurrencies are subject to direct federal tax, withholding tax and stamp duties.How is the tax assessment carried out?The assessment depends on ...
Real estate, imputed rental value and income tax (Owned Real Estate / Property Tax)Anyone who has realized their dream of owning their own apartment or house must pay tax on this advantage. In the regular tax return, the so-called imputed rental value is declared as income and the market value as assets. The mortgage interest or the mortgage debt is deducted from this.Tax optimization ...
Negative interest rates and costs for managing movable private assets. PostFinance has recently started sending its customers a letter containing "tax-relevant" information. This letter is the "Fee Statement for the 2021 Tax Year." The letter summarizes the costs for account management, expenses, and credit balance fees. Credit balance fees reflect the -0.75%. ...
In the following article, we explore how inheritance taxes are taxed in communities of heirs. What inheritance taxes must be paid? In some cantons, communities of heirs are considered taxpayers and must file a separate tax return. Taxation of inheritance: In the cantons of Zurich and Aargau, communities of heirs are not taxed as such. Are you an heir? ...
Filling out your tax return Every year, the municipal or cantonal tax authorities ask you to fill out your tax return. The tax return determines how much income and wealth tax you have to pay. Failure to do so can result in consequences. Tip: You can file your tax return almost ...
In the catchment area of our branches in the canton of Aargau, little has changed in most municipalities. However, if you look at the constellations along the municipal borders, there are interesting things to observe. Baden and Wettingen Baden and Wettingen remain at 92% and 95% municipal taxes, respectively, as in the previous year. Birmenstorf fits into this trend. ...
In this article we look at what happens after the tax return has been submitted.Assessment and assessmentAssessment at discretion: Why is this important?If no tax return is submitted, after reminders and deadlines, an assessment is made at the discretion of the tax office. In most cases, this procedure is financially disadvantageous for the taxpayer and ...
Banks and other asset managers rarely provide asset lists free of charge. An e-tax statement as an XML and PDF file according to the eCH0196 standard often costs between 50 and 250 francs. Exceptions such as the TG Kantonalbank or the Raiffeisen Bank provide them free of charge, which could potentially lead to a turnaround. ...
Deadline extension in the Canton of Zurich. Current 2025: The deadline has been extended to the end of April according to a decision by the Finance Directorate. Tax offices normally begin sending reminders between mid-April and May to taxpayers who have not completed their tax returns and have not yet applied for an extension. Automatic deadline extension in the Canton of Zurich. Important: as a regular customer and client ...
0
This article is about the definition of tax service, tax administration and tax advice. What do these terms mean?Tax service and tax administrationTax service and tax administration refer to the administrative activity, ie filling out the tax return. This should be correct and complete, based on the truthful documents and statements provided by the taxpayer.This ...
Have the tax return for self-employed people doneSimpletax offers a complete tax service for the self-employed. Self-employed individuals with regular revenue appreciate the convenience of submitting their accounts. Tax returns for self-employed individuals with VAT: Furthermore, every self-employed individual with annual revenues of more than CHF 100 is subject to VAT. It is important to clarify how VAT is calculated. ...
Save taxes: Good tax planning as a basis for maximum deductionsOptimize income and retirement provisionAlthough the income situation in particular cannot always be strictly planned, most employed people, but also the self-employed, will earn more as they get older. Sometimes there are also planned phases in life, e.g. travel, parental leave, a sabbatical or a ...
Our branches are open from the beginning of February to June and September to November, we look forward to welcoming you to one of our branches.Book appointments and simply have your 2024 tax return doneBookings are already possible online from mid-January! Appointments can be booked again on our homepage. You decide ...
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages]