Tax at Source vs Ordinary Assessment: Expats Guide to Swiss Refunds
Are you overpaying Swiss taxes? Compare tax at source vs subsequent ordinary assessment. Step-by-step expat guide to file before 31 March and claim refunds.
Read guideSwiss tax for expats
Plain-English Swiss tax guides for expats: salary certificates, withholding tax, tax at source vs ordinary assessment, foreign assets, and canton-level planning.
Guides
Swiss Lohnausweis Guide 2026: Expat Salary Certificate Checklist
Demystify your Swiss Lohnausweis. Complete step-by-step salary certificate checklist for expats to claim correct tax deductions and avoid costly mistakes.
Read guideMoving Swiss Cantons Mid-Year? Tax & Pillar 3a Relocation Checklist
Planning a mid-year move between Swiss cantons? Avoid tax surprises. Learn the 31 Dec residency rules, tax at source changes, and download your relocation checklist.
Read guideSwiss withholding tax 2026: the 35% rule on dividends and interest for expats
Why is 35% withheld from your Swiss dividends? Guide to anticipatory tax, refund claims, declaration rules, and how to reclaim overpaid Swiss withholding tax.
Read guideExit Switzerland checklist 2026: tax, pension, insurance and documents for expats
Leaving Switzerland permanently? Complete departure checklist: deregistration, final tax return, Pillar 3a withdrawal, health insurance, banks and cross-border planning.
Read guideDA-1 explained: foreign withholding tax relief for Swiss residents 2026
A practical guide to DA-1, foreign dividend withholding, Swiss tax reporting, broker documents, and why the form is not the same as Swiss anticipatory tax.
Read guide9 Swiss Tax Return Documents Expats Need in 2026: Checklist
Filing taxes in Switzerland? Check our complete expat list of 9 essential documents you need for 2026: salary certificate, Pillar 3a, foreign asset statements, and more.
Read guideDouble taxation agreements in Switzerland 2026: what expats must check
Are you being taxed twice? Plain-English checklist for using Swiss double taxation treaties, with common expat pitfalls, treaty-limitation clauses and residence rules.
Read guideDeclaring foreign assets in Switzerland 2026: CRS, AEOI and common mistakes
How to declare foreign bank accounts and brokerage in Switzerland? Guide to CRS, automatic exchange of information, year-end values and common expat errors to avoid.
Read guideLump-sum withdrawal tax 2026: how canton and timing affect your Swiss payout
Planning a Swiss pension lump-sum withdrawal? Learn how canton, tax year, and account structure affect your tax bill — and how to plan strategically.
Read guideHealth insurance tax deductions Switzerland 2026: what expats can claim
Can expats deduct Swiss health insurance premiums? How the basic and supplementary deductions work, canton limits, and what to declare on your tax return.
Read guideUS expats in Switzerland 2026: FATCA, PFIC and dual tax filing guide
American expats in Switzerland face FATCA, PFIC traps, and dual filing. Learn about FEIE vs FTC, treaty benefits, and the Swiss Pillar 3a triple tax trap in 2026.
Read guideSwiss wealth tax 2026: how Vermögenssteuer works for expats
Swiss wealth tax explained for expats: cantonal rates, what counts as taxable wealth, worldwide assets, deductions, and how to plan for Vermögenssteuer in 2026.
Read guideCross-border worker tax Switzerland 2026: Grenzgänger guide for expats
How are cross-border commuters taxed in Switzerland in 2026? French, German, Italian, and Austrian frontier worker rules, double taxation, and practical tax planning.
Read guideMoving to Switzerland financial checklist 2026: what expats must prepare
Relocating to Switzerland? Financial checklist: registration, tax, health insurance, bank setup, pension planning, and what to do before your first Swiss payday.
Read guideIndividual Taxation Reform Switzerland 2026: What Married Expats Need to Know
Switzerland is moving from joint to individual taxation for married couples. Guide to the 2026 reform, marriage penalty, winners, losers, and implementation.
Read guideImputed Rental Value (Eigenmietwert) Abolition 2026: What Swiss Homeowners Must Know
Switzerland is abolishing imputed rental value (Eigenmietwert) from 2029. Guide to the 2026-2028 transition, who wins and loses, and how expat homeowners should plan.
Read guideComplete Swiss Tax Deductions Checklist 2026: What Expats Can Claim
Every Swiss tax deduction expats can claim in 2026 — Pillar 3a, health insurance, commuting, childcare, donations, and professional expenses. Claim everything.
Read guideHow to File Your Swiss Tax Return: Expat Step-by-Step Guide 2026
Step-by-step guide to filing a Swiss tax return as an expat in 2026. Covers process, deadlines, online tools, mandatory ordinary assessment, and after-submission steps.
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