Tax office only process returns once all securities have data… so either ways, it wouldnt make much difference.
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January 18th this year for my dad’s tax declaration, my absolute fastest!
(but retired, no needs to wait for the salary certificate…)
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I have done it at the end of september more often than any other month
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I usually file for taxes towards the beginning of March.
More often than not I get to pay more on top of the monthly installments in the end, so I don’t get the needed positive feedback from the tax office to motivate me to file earlier 
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This IS early 
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I usually file my request to extend in March. Then when the 3 month extended deadline comes up, I ask to extend again until September and pay 50Fr for the privilege. Then on 30 September, I frantically try to get everything done.
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I suppose you’re not team “tax declarations are fun” 
like the people who started the thread.
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There are things I don’t understand with the tax declaration to be honest, but maybe it’s just in VD for some.
Why do I need to copy all the fields from the salary statements manually when it is attached and they will check it anyway? Also one field is highly confusing (field 15) and “free hand”.
Why do I need to go on the gov website to copy the gov currency exchange rates? Why is it not automatically filled based on currency/date since it has to come from their own DB?
I believe the same thing happens with dividends.
(Same thing with naturalisation if I am not mistaken. The applicant needs to request proof of residence from each place they’ve lived for the 10y of residence, including the current one. Said proofs of residence will then be checked for validity against the internal DB where all of this is already recorded. Talk about a waste of time and money for everyone involved.)
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At least in ZHprivateTax, it seems it’s automated if you have a salary statement with barcode or QR code (eLohnausweis). You upload the salary statement and the numbers will be filled in automatically.
Is your salary in a foreign currency or where do you need to do that? For securities and bank accounts, the tax software should automatically use the official ICTax currency exchange rate. Again based on my experience in ZH, it may be different in VD.
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Is your salary in a foreign currency or where do you need to do that?
No, for securities and bank accounts.
Sounds like it’s just VD being behind the times, or me not knowing how to use it.
Interesting, haven’t seen one of those, yet. What does it fill?
With the standard form, you need to enter employer and time (or use from last year if there’s no change) and just enter / edit the net salary.
What other numbers does VD ask for?
See section “Activités salariées : principale, accessoire, allocations non versées par l’employeur”
The one that trips me up every time is “Autres cotisations contractuelles des salariés”.
As they explain, some are deductible, some are deductible but already deducted elsewhere and others are non-deducible. And it’s usually a mumbo-jumbo of acronyms.
At the end of the day, it’s nothing major. But when you get a “wait, you did a mistake copying the values, fixed that for you”, you wonder why you even do so in the first place.
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Opensteuerauszug really makes filling tax easiser and funnier.
Still I noticed something interesting. IBKR doesn’t show anywhere (even on the xml) that VWRL had a distribution on 31.12. ZHtax (and Opensteuer) did. Worrying if you trust only IBKR. I have to see if the January statement shows something.
Also ZH taxes are weird:
Nicht börsenkotierter Titel? ← I’d expect to answer “Ja” for Raiffeisen Member Anteil to say that it is not quoted. If I say “Ja” I have to specify it’s stock number. ?
FYI it’s on the vanguard website:
Income $0.5459 18 Dec 2025 19 Dec 2025 31 Dec 2025
Isn’t it listed in the dividend accrual at least?
Oh yes. tbh I don’t understand the dividend accruals, since it’s mostly +X -X couples.
I wasn’t worried if really existed. I’ve read elsewhere (I think someone mentioned on this forum as well). It’s just that I expected it under the dividends anyway.
My bad. I jumped to wrong conclusions.
I would say the opposite. If you have not received a distribution, then you don‘t owe tax (only valid for distributing funds of course).
Check activity statement.
It is the activity statement that I am checking. There I only see it on the Dividend Accruals. alone without it’s negative version. Which means that I should check maybe the January’s Activity statement probably.
I am paying taxes on money I did not have at that time 
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Yeah, it’s already yours when the accrual starts even if it didn’t settle, same for e.g. RSU vesting. It’s the same if you did a wire on the 31st, even if the money is not credited in the other account it’s still part of your net worth.
(True story, happened to me once by mistake that I didn’t declare XXk because of a pending wire, only noticed it 10y later when I was doing double entry accounting and there was a mismatch between the tax number and the number I got from accounting software)
(In practice the amounts are probably low enough to not matter for wealth tax and using the eoy balance still works)
btw I suspect the annual dividend report from March will include all the correct data (that’s the report that’s meant to be used for taxes)
Still haven’t received my tax return invitation.
Thought you (German speaking) guys/gals might enjoy this in the mean time:
(Source)
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