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Have the tax return for real estate capital gains tax filled out
Standard offer with service at a guide price
It is worth having the property gains tax return filled out. The process requires specialist knowledge and a lot of experience in order to deal with all deductions, not miss any deadlines and hold discussions with authorities. An initial estimate can be made with this calculator for the property gains tax quickly and easily.
The Simpletax you will receive the completion of the tax return for the property capital gains tax as a complete package at a guide price. We ensure that the mandate is processed correctly and reclaim the secured taxes in accordance with all deductions on time. Feel free to contact us!
signature and representation
The tax return must be signed by the seller or his legal representative. Multiple sellers, such as married couples or heirs, must sign together. If a third party signs, a power of attorney is required. Your own signature certifies that the tax return has been filled out truthfully and completely.
The Simpletax A limited power of attorney is necessary for the preparation of the tax return, which, however, does not include a legal representative to sign.
Real Estate Agents
If you are planning to sell via a real estate agent and are prepared to pay a significant percentage of the sales price, nota bene not the profit, to them as commission, the question arises as to how a real estate agent (also civil broker called) supports the owner of his home with the property capital gains tax. Unfortunately, real estate agents often see their job as finished once the commission has been deducted from the sales proceeds; some real estate agents still support the owner with tips on taxes, but not with the implementation.
The better alternative here is actually to sell on your own or to use a fixed-price broker who focuses on pricing and marketing. The tax return for the property gain can then also be processed at a fixed price by a specialist Who Simpletax be processed.
Fiduciary
The same question arises with trustees who handle a sale. They often lack experience and routine and valuable deductions are forgotten. In addition, most trustees charge an hourly rate. This means that extensive property gains tax returns and lengthy clarifications with the tax office incur high costs.
Calculation of real estate capital gains tax
The property gains tax is intended to curb speculation in real estate and is therefore based on the holding period. In principle, the profit is calculated from the difference between the production or investment costs and the sales price achieved.
For many homeowners, it is a surprise when large amounts of money are paid into a blocked account and the tax office makes a rough estimate that does not correspond to the actual investment costs.
If the sales proceeds are used for a replacement property, it may also be time-critical to file the tax return.
refunds and deductions
By calculating the property gain in detail, thousands of francs can often be saved with a special tax return. Unfortunately, this property gain tax return is very complex and requires a lot of experience and expertise regarding the permitted deductions and necessary documents.
The professionally completed property gains tax return
In order to achieve maximum savings on these very high taxes, it is advisable to consult a professional.
Simpletax is one of the few tax advisors who property gains tax return at a reasonable guide price This applies to the cantons of Zurich, Aargau, Bern, St. Gallen, Graubünden and Lucerne. We are happy to offer other cantons separately.
deferral of real estate capital gains tax
If a replacement property is purchased that is permanently occupied by the owner, this can be credited and the property gains tax is deferred. The deferral also applies between cantons. An agreement is usually reached with deadlines. For example, the replacement property can be expanded within a certain period of time in order to reach the same level as before. Conversely, the tax office can carry out a retroactive assessment for 5 years if the implementation of the construction projects does not correspond to the tax declaration.
When the replacement property is sold, the deferral is evaluated again and can be postponed again. Since “postponed is not cancelled” applies, it is always worthwhile to carefully submit the tax return for the property gain and claim the maximum deductions. Postponement of the property capital gains tax in the canton of Zurich is in this blog post described.
Cantonal differences
Depending on the canton, different deadlines and forms of submission apply. Communication with municipal or cantonal tax offices also varies greatly. While Aargau is pushing ahead with accelerating tax assessments, in the canton of Berne it can happen that the seller has to wait over a year for his refunds.
With the right communication between the parties involved, the process can usually be accelerated, ambiguities eliminated and the overall result optimized.
Deadlines for the tax return for real estate capital gains tax
In most cantons, a deadline of 30 calendar days applies. Extensions can be granted upon justified request. Such requests must be submitted to the relevant tax office before the deadline expires. In practice, it is usually not possible to meet the original deadline.
Without the timely submission of the tax return or without a justified extension of the deadline, in the worst case scenario the assessment may be to the disadvantage of the taxpayer on the basis of incomplete data.
More information about Avoidable stumbling blocks in real estate capital gains tax with examples for different cantons can be found here.