Gather knowledge and new information on the topics of saving and planning taxes. In the tax blog we write articles about personal finances, pension issues, taxes on home ownership and tax returns for self-employed people.
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 the 3rd pillar in 2025Pillar 3a supplements the AHV and the BVG. Payments into an account or into a pillar 3a insurance can be deducted from taxes. For the 3rd pillar in 2025, the maximum amount is 7 francs for employees.Double tax deduction from 258If there are ...
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 ...
From now on, you no longer need an mTAN / SMS to log in to ZHprivateTax. The tax return login with AGOV is an app on your smartphone. The advantages are obvious: no mobile network required, faster, more convenient, safe. However, you have to set up the app the first time and activate it according to the letter from the tax office. The instructions are available ...
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 starts the new season. From January 2024, beach flags will fly in front of our offices in some branches so that we can be found more easily.When will the 2023 tax return arrive?At the beginning of January, the municipal tax offices will start sending the letters with the online codes. Simpletax you can bring or send paper documents without any worries. You can ...
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 the property gains tax in the canton of Zurich makes it easier to purchase a replacement property when moving to a new home. Using the example of the canton of Zurich, the following table shows the three cases in which the tax is completely deferred, partially deferred or must be paid immediately and in full. ...
We all have to pay taxes so that our communities and our state can function. But what the money is actually spent on is often unclear. A debate quickly arises as to whether the spending is efficient and effectively spent in the right place. What do I pay taxes for?Use of tax revenueIn concrete terms, the municipality, the canton and the ...
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 10 tax cases and grouped the most common needs into 000 packages.Get your tax return filled out, the simple serviceSimple tax advice is available at Simpletax ...
In principle, there is no obligation for private individuals to keep their tax returns and tax documents. Self-employed individuals, on the other hand, must keep tax documents relevant to their business. It is advisable for everyone to keep their own original documents until the final tax assessment is received. Are there any exceptions to the tax return? The big exception is self-employed individuals who report their income and expenses ...
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 also one ...
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 above the growth of economic output and population is a major concern for everyone. As a result, health insurance premiums in Switzerland will rise by an average of 2023% in 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 is the "Fee Statement for the 2021 tax year". The letter sums up the costs for account management, expenses and credit fees. Credit fees reflect the -0.75% interest, ...
In the following article we will look at 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 fill out a separate tax return.Taxation of inheritanceIn the cantons of Zurich and Aargau, communities of heirs are not taxed as such. If you are an heir, your income and assets are ...
Filling out the tax returnEvery year, the tax administration of the municipality or canton asks you to fill out the tax return. The tax return is used to determine how much income and wealth tax you have to pay. Failure to comply with this request can have consequences.TipYou can fill out the tax return almost anywhere, purely electronically. ...
In the catchment area of our branches in the canton of Aargau, little has changed in most communities. However, if you look at the constellations along the municipal borders, there are interesting things to observe.Baden and WettingenBaden and Wettingen remain at 92% and 95% municipal taxes, respectively, as in the previous year. Birmenstorf fits into this picture. ...
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 ZurichCurrently, the tax offices are starting to send reminders between April and May to taxpayers who have not completed their tax return and have not yet applied for an extension.Automatic deadline extension in the canton of ZurichImportant: as a regular customer and client of Simpletax In the canton of Zurich you do not need to do anything, your deadline will be automatically ...
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 ...
The tax return for self-employed people with the milk bookTax returns for self-employed people or employees with a side business often do not require commercial accounting.If you only have a few income and expenses to record, the effort for commercial accounting is not worth it. Simpletax we do these setups quickly and easily. To make the process as easy as possible ...
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 ...
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