What documents do I need as a cross-border commuter for tax return?
October 11, 2022 | 60,00 EUR | answered by Paula Bauer
Dear tax advisor,
I am Max Buchner and work as a cross-border commuter in Switzerland. I have heard that it is important to have all the necessary documents ready for the tax return in order to avoid possible problems. Unfortunately, I am not sure exactly which documents are needed and how to best organize them.
Currently, I keep a detailed household book in which I record all my income and expenses. Furthermore, I have carefully kept my pay slips as well as all receipts for my work-related travels and other professional expenses. However, I am concerned that I may have forgotten something or may not be able to compile all the necessary documents.
Therefore, my question to you is: What specific documents do I need as a cross-border commuter for the tax return in Switzerland? Are there any special documents that I have not mentioned yet and that I should definitely have ready? How can I ensure that I have prepared all the necessary documents completely and properly to avoid possible issues with the tax authorities?
I would greatly appreciate it if you could provide me with a detailed list of the required documents and possibly give me tips on how to organize and store these documents. Thank you in advance for your help and support.
Sincerely,
Max Buchner
Dear Mr. Buchner,
Thank you for your question regarding the necessary documents for filing taxes as a cross-border worker in Switzerland. It is indeed very important to have all relevant documents on hand to avoid any potential issues with the tax authorities. Therefore, careful preparation and organization of your documents are of great importance.
Some of the basic documents you will need for filing taxes as a cross-border worker in Switzerland include your pay stubs, employment contracts, receipts for your work commute, rental agreements, health insurance documents, as well as any receipts for work-related expenses such as travel costs, education expenses, or work materials.
Additionally, you should also have your tax certificates from Germany and Switzerland ready to ensure correct tax calculations. If you have children, you will also need proof of child benefits or childcare expenses. Any income from rental properties or capital gains must also be reported in your tax return, so relevant documentation should also be available.
To ensure that you have all the necessary documents fully and properly prepared, I recommend creating a checklist listing all required documents. Carefully review this list and check off the documents as you gather them. Keep all documents organized and well-sorted to have them readily available when preparing your tax return.
If you are unsure whether you have gathered all relevant documents, I recommend consulting a tax advisor early on. An experienced tax advisor can help you identify all necessary documents and ensure that your tax return is accurate and complete.
I hope this information is helpful to you and I am available for any further questions you may have. Thank you for your trust and inquiry.
Best regards,
Paula Bauer
