Tax at source

Corrections and refunds when tax was withheld

The amount withheld is a standardised guess about your situation — not the final word. When the guess is too high, there are defined ways to get the difference back.

  • Deadline 31 March
  • Threshold CHF 120,000
  • Nothing is automatic

Three routes back

A tariff correction

The tariff your employer applied is wrong — marriage, children, a church exit or a second job changed your situation mid-year. A correction request fixes the tariff itself.

An ordinary assessment (NOV)

Tax at source ignores most deductions. Filing a return brings Pillar 3a, commuting, further education, debt interest and more into the calculation — and the difference comes back.

Double withholding

Income taxed both abroad and in Switzerland can often be relieved under a treaty — but only if someone claims it. Nothing is refunded by default.

The date that closes the year

The deadline is real: 31 March

Below CHF 120,000 of gross income, tax at source is final unless you ask for an ordinary assessment — the request must reach the canton by 31 March of the following year. Above it, a return is mandatory. Either way, the tax office decides which deductions it accepts. Miss the March deadline and the year is closed; there is no extension for the request itself.

What it costs

Priced like the return it is

An ordinary assessment is a tax return, so it is priced as one. A standalone correction or a treaty reclaim depends on what has to be reclaimed and from whom, so we quote it once we have seen the case — and the quote is agreed before any work starts.

Want a number first?

The calculator shows your tax as the Federal Tax Administration’s own engine computes it — enter what was withheld and it estimates what a return would give back.

Free assessment — no obligation

Tell us your situation

A senior Swiss tax expert reads it personally and replies within one business day with a fixed price for your return.

Emanuel Flury, Founder and Senior Tax Consultant

Emanuel Flury

Founder & Senior Tax Consultant

Your return is prepared by a named senior consultant who stays with your file — not passed down to junior staff.

What you get either way

One dedicated senior expert, start to filing
Equity, foreign assets and property all in scope
We handle correspondence with the tax office
Fully digital process — file from anywhere
GDPR compliant, encrypted, and confidential
Response within one business day

We only use your details to respond to your request. See our privacy policy.

Word photograph: Rheinfall beim Mühlerad by Stephan van Helden, CC BY-SA 4.0, via Wikimedia Commons.

Questions? Message us on WhatsApp — free initial consultation!