Final tax bill timing

Taxes
1

Hello. Moved to CH in 2019, i.e. 2019 was just a partial tax year and got the final bill early 2021. It’s 2023 now and I still haven’t gotten the final bill for the 2020 tax year although I’ve submitted the tax declaration (online) in Feb 2021. Canton ZH, no job, just dividends and rental income. Does it usually take that long? Called them but all they said is that, yeah they’re still handling 2020 returns. Kind of odd to take 2 yrs…

2

I consistently get the final tax bill in January (or early February) the year after the tax declaration. I.e. I got the final tax bill for 2021 a couple of weeks ago. No difference whether I file already e.g. in February or in May. This is with self-employment income (and investments), also in canton ZH.

As far as I know, assessment of simpler cases is completely handled by the municipality. In which case the timing may depend on the municipality. More complex cases are assessed by the cantonal tax authority, although some preliminary checks are performed by the municipality as well, which may or may not affect the timing.

3

If you taxed at source, you are the last in priority for the final tax calculation.

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4

Could you help me understand why that is?

5

Because if you are taxed at source, you have paid already your taxes and your money won’t run away. It also means that you don’t vote, so your discontent doesn’t matter. Jokes or not, this is their usual practice to treat declaration from people taxed at source after everyone else.

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6

Thanks for the feedback. Any experience here then how long this could take? Maybe ready in 2024 :slight_smile: ?

7

For me it consistently took 3 years from filing, taxed at source. Just got 2020.

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8

I think what actually happens is that it’s a different pool of people doing tax at source vs. not.

And they haven’t scaled up after all the '10s immigration hence the delays.

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9

Anyone know how long it takes to get DA-1 refunds from the tax authorities? It’s been 5 weeks since I submitted the tax declaration

10

You can wait until this summer (July-August) if you are in the Canton of Vaud. I don’t know for other Canton.

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11

Cheers, Let’s see if Zurich wins the race then :grin:

12

It used to be a few months after submission, now they handle everything after the tax filing is processed, so expect it shortly after receiving your final assessment.

(I get final assessment in June usually in Zurich)

edit: that’s for non taxed at source, with the recent change it might tax years for tax at source since that’s a fairly long processing time.

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13

Is this a change starting with tax year 2022? For tax year 2021 I got the DA-1 credit many months before final tax assessment (May 2022 vs. Jan 2023).

14

At least for me (not taxed at source), it changed last year (so for year 2021). I used to have the refund in a few weeks, now I get it same time as the final assessment.

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15

Anyone in Zurich got their DA-1 credit yet? I’m eager for some more dry powder :sweat_smile:

16

I just got it paid back this morning.

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17

Same here. (20 char)

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18

it is depends on the Gemeinde.I’ve lived in 4 and some are pretty fast others took and avg of 3 years.

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19

Just borrow money in the amount of anticipated DA-1 credit. You can deduct the interest from the loan in your next tax return.

20

I love the idea :smile:!

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