Received Schlussrechnung from Tax Authorities - No details included - just bill to pay

Taxes
21

I did mention it - Its Schlussrechnung, with payment attached and the clause that I have 30 days to accept it or file objections. As for my Roman, I am doing my outmost, its difficult language for me, but in the meantime I do like pure Roman - I seize a day (Carpe diem) and drink wine, enjoy myself, and expand my empire.

Edit: I take it you are fluent in Romansh, because you know when in Rome, do like Romans.

22

A simple solution is just to call the tax office and ask.

Each canton has a different system, so it is your canton’s tax collection system that is relevant to you.

In Zurich, one receives four documents from the tax office, in this order:

  1. A provisional tax bill. This is simply an estimate, with no obligation to pay, and can be ignored.
  2. A federal tax assessment.
  3. A cantonal/municipal tax assessment.
  4. A final tax bill. This doesn’t have all the details of the tax assessments, but it does include basic information, and of course, the correct bank details of the tax office.

In Aargau the provisional tax bill must be paid, and any surplus taxes paid are then refunded after your tax declaration is filed and processed.

3 Likes
23

In ZH you, or at least I, typically get two provisional tax bills. The provisional tax bill of the state (canton/municipality) can indeed be ignored if you want to effectively take advantage of a cheap loan. However, the provisional federal tax bill (which I receive a year later) has to be paid (or adjusted) within 30 days.

The final tax bills are again separated between federal taxes and the rest, at least for me.

And I don’t get separate tax assessments every year. In some years (without any adjustments by the tax authorities), I get combined “Schlussrechnung und EinschĂ€tzungsmitteilung” for state taxes and “VeranlagungsverfĂŒgung und Steuerrechnung” for federal taxes, which do not contain any details of the assessment (as the details match the tax declaration, I guess).

I’m not on a B permit, though, so, some details likely differ (maybe no federal tax bills at all due to withholding taxes fully covering the federal tax amount).

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24

I got the email answer from them and no surprise they are blaming me for not receiving the EinschĂ€tzungsmitteilung. The explanation is so vague and twisted there is no sense to it. Also they are bullshiting me that ‘in principle‘ the tax credits are credited to ‘Bundessteuer’, which obviously is shit. So much for reaching out and clarifying. The case is rest, and at least I know who I am dealing with.

25

Well. At least you can get a copy of it now.

1 Like
26

Indeed. Now I can build a case for complain and Einsprache.

1 Like
28

Thanks a lot Cray for the post full of actionable steps. Here is what I did already:

  1. I sent by post (einschreibe) request for SteuerveranlagungsverfĂŒgung.
  2. After 5 days sent an email requesting confirmation that they received my letter.
  3. Got the answer today, basically saying we didn’t sent you detailed tax assessment because
I could really make no sense from it. whatsoever, and I tried hard. Plus, deflecting the tax credit not being taken into account to Bundessteuer.
  4. I replied to their email that I do not agree with their interpretation, and I expect written reply with SteuerveranlagungsverfĂŒgung untill (given day), so if I object I still have time to send my objection in timely manner.

I guess, I have to wait now till (date), and then what?
If I don’t receive it. Do I still have right to write Einsprache?
Continuing asking then n-time for it, makes no sense, unless there is a legally stronger way to demand it and they cannot refuse?

Btw, I only sent it to Gemainde address, because I did not yet received anything from Canton, but looking at the Schlussrechnung it deals with both, so I assumed probably wrong that they also represent Cantonal interest. Shall I repeat process with the Canton too?

29

Put it into google translate.

30

Did that and more. Its not the language issue, its vague as it can be, per design.

32

Did move but that was 2022, so this actually is first assessment from them but its for 2023.

33

No idea who is responsible for my case on Cantonal level. Never received from them anything yet.