What documents do I need for filing taxes as a cross-border commuter?
August 9, 2023 | 50,00 EUR | answered by Helma Fischer
Dear tax advisor,
I am Dora Hahn and have been working as a cross-border commuter in Switzerland for several years. So far, I have always done my tax return by myself, but this year I feel unsure and want to make sure that I do everything correctly. That's why I am reaching out to you to find out which documents I need for the tax return as a cross-border commuter.
My current situation is as follows: I work in Switzerland and live in Germany. I am liable to tax in both countries and have always submitted the corresponding tax returns. However, this year I have experienced some changes in my professional and personal life that could affect my tax situation.
My concerns are that I might forget important documents or not know exactly which information to provide. I want to ensure that I correctly disclose all relevant information to avoid any issues with the tax authorities.
Therefore, my question to you is: What specific documents do I need for the tax return as a cross-border commuter? Are there any special forms or evidence that I need to submit? How can I ensure that I provide all relevant information correctly and avoid making any mistakes?
I am very grateful for your help and would appreciate a clear and understandable answer so that I can submit my tax return as a cross-border commuter correctly and on time.
Thank you in advance.
Sincerely,
Dora Hahn
Dear Mrs. Hahn,
Thank you for your inquiry regarding the documents you need as a cross-border commuter for your tax return. As an experienced tax advisor for cross-border commuters, I can gladly assist you and provide you with all the necessary information.
As a cross-border commuter working in Switzerland and living in Germany, you are subject to tax in both countries. To correctly prepare your tax return, you should have the following documents ready:
1. Income documents: You will need your salary slips or income certificates from Switzerland to prove your income. Additionally, you should declare any other sources of income, such as rental income or capital gains.
2. Tax certificates: You will receive a tax certificate from your employer in Switzerland, which contains information about the taxes and social security contributions paid. This certificate is important for calculating your taxes.
3. Residence certificate: As a cross-border commuter, you must prove that you are resident in Germany. For this, you will need a residence certificate from the German authorities.
4. Proof of expenses: If you have work-related expenses, such as travel costs, work equipment, or training expenses, you should also collect these receipts.
5. Tax declaration forms: There are special forms for cross-border commuters that you need to fill out. Typically, these are forms ESt 1A and Anlage AUS.
To ensure that you provide all relevant information correctly, I recommend that you start preparing your tax return early and carefully review all documents. If you are unsure, you can also consult a tax advisor who can assist you with the preparation.
I hope this information helps you and that you can submit your tax return as a cross-border commuter correctly and on time. If you have any further questions, please feel free to contact me.
Best regards,
Helma Fischer
