Tax assistance / help / Optimisation

[cass]

I am reaching out to seek guidance on optimizing my tax-free allowances in Switzerland, as I currently hold a B permit and would like to explore any potential options to reduce my tax burden legally. I must admit that, despite my best efforts, I have found the Swiss tax system challenging to fully grasp, and I believe professional advice would be invaluable.

Specifically, I am interested in understanding:

1. Current Tax-Free Allowances: Could you please provide a clear outline of the existing tax-free allowances available to B permit holders, including any limits and conditions associated with them?
2. Possibilities to Increase Allowances: Are there any additional deductions, allowances, or other provisions that I may not be aware of? I am particularly interested in allowances related to:

• Housing and relocation expenses
• Work-related travel and commuting costs
• Contributions to third-pillar (pillar 3a) retirement accounts or other tax-advantaged savings schemes
• Any family or dependents-related allowances (if applicable to my status)

3. Additional Recommendations for Tax Efficiency: Do you have any general advice or strategies that might help me better manage or optimize my tax liabilities under the Swiss system?

I would greatly appreciate any insights or suggestions you could provide on this matter. Additionally, if your services include assistance with completing the annual tax declaration, I would be interested in learning more about how we could work together to ensure compliance while maximizing efficiency.

[MedeaFleecestealer]

Without knowing which canton you live in, number of dependents, etc, not much people can tell you.

Best thing though is to contact your cantonal tax office and see if they can have someone go over your tax return with you so you can fill it in more easily yourself. Usually they’re happy to help.

I assume atm having a B permit you’re taxed at source; so be aware that changing to filling in a tax return might mean your taxes increase instead of decreasing. That will all depend on what other sources of income/assets/etc you have that would have to be declared.

Edit: Seeing as you already have a tax advisor, talk to them.

Forward tax planning

Hello everyone, I hope you’re all doing well! I would really appreciate some advice on how best to manage my taxes proactively. I’m a B-permit holder married to a Swiss citizen, so I’m not subject to withholding tax. Each year, I submit all my documents to a tax advisor who completes the tax return, and we pay the taxes in one go after that. I’ve recently become aware that there’s an interest system in place for tax payments, and I’d like to be more proactive in managing this throughout the ye…

[yellowblood]

Since you wrote your question with AI, why not get your answers from there as well?

[Axa]

@Axa

Hey, forum members kindly answer your questions. You could do the same

Hey, other forum members kindly answer your questions. You could do the same