I was thinking the same thing! Either give an API or a way to import a spreadsheet.
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Can you give some examples of ETFs added around Feb 5? I want to test if they are already on BL Tax yet to estimate how long it takes.
This is somewhat frustrating as for the first time, I’m getting my taxes done early on, but now being delayed by the software.
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@nabalzbhf @alex_akis Thanks. Both of those are not showing the dividends so it seems the data is at least 12 days old. I guess I better add all the other ISINs into the database now…
Just fyi regarding the last few posts: You don’t need to ensure that ICtax is accurate and complete, that’s the authorities job. You can submit a tax declaration with the correct holdings, maybe make a comment that ICtax wasn’t up to date yet, and your tax authority will do the rest. In case they get something completely wrong you can always complain after getting their assessment (which they won’t finalize until ICtax says their entries for your holdings are final).
If I understood correctly a few years ago the jpy chf fx rate was off because there was an extra zero. It seems that it got corrected with the assessments.
Interestingly, a couple of the ones on my list started working yesterday including Smithson, but most are still not updated. I decided to enter the transaction data and fill the ISIN later.
i know is not a deduction but… does anyone know how to know the “Steuerwert Verkehrswert” for a property in Spain?
It depends on the canton. In ZH for example I think the guidelines is to use 70% of the purchase price (or fair market value if it’s significantly different) as the tax value, and then 4.25% / 3.5% (for apartments / single houses respectively) of the tax value as imputed rent. You can search online for your canton guidelines or worst case ask the tax office
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I ask myself the same question every year, and every year I forget and struggle.
In Vaud, there is a line “Autres cotisations contractuelles des employés” which references article 15 of the salary certificate.
Instead of being a simple number, there’s a list of things in annex under article 15, like “cotisations assurance accident non professionnel employeur”, “cotisations assurance accident non professionnel employé”, …
According to this page (Questions fréquentes | État de Vaud), PC Fam is not deductible, and “cotisation perte de gain en cas de maladie” is, I assume only the employee part of course.
But what about the rest like the accident one? I also have “Miete Parkplatz” (don’t ask me why this, and only this, is in German).
Is there some reference about what I am supposed to put in this “Autres cotisations contractuelles des employés” section?
Thanks!
By the way, at least in ZH many deductions are applied automatically, but the 500 flat for Aus- und Weiterbildungskosten almost get me every year.They are not copied from last year, like other entries, either. Cheeky.
I read this
Berufsorientierte Aus- und Weiterbildungskosten können nur noch effektiv geltend gemacht werden. Die bisherige Möglichkeit eines Pauschalabzugs unter den Berufsauslagen entfällt.
As far as I understood 500 CHF flat deduction is not available anymore in ZH. People need to provide proof . Right?
Last year it was added automatically. Starting from tax year 2024, only effective costs can be deducted.
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I asked ZHPRivateTax folks why there are ETFs that in their system do not have income data yet (and thus can’t be added automatically to DA1) if ICTax is showing the correct data and got the following: “ZHprivateTax is updated every few months, but we cannot give you an exact date for the next update. Until then, we recommend entering the security manually” 
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Maybe this isn’t clear to some people, but you can also simply extend the tax deadline.
Yeah but then it takes longer to get your refund 
(they process things in first-in-first-out, submitting in March usually gets you the refund in ~June)
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4.25%? Is it really that high?!
So if I understand correctly, for example:
- CHF1.5m apartment
- Wealth tax paid on ~70% so CHF1.05m
- Imputed rent at 4.25% so CHF44.6k
Meaning you get CHF44.6k extra “income” that you have to pay tax on each year? If you’re a high earner that could be CHF15k+ in extra taxes right?
Not quite. These 44.6k will be added to your income to compute the income tax rate, but will not be taxed. The same happens for the wealth tax.
So for example, if your normal income is 200k and your total wealth excluding this property is 2M what will happen is:
- What % of income someone who earns 244.6k a year would pay? Take that % and apply that to 200k - that is your income tax liability
- What % of wealth someone who owns 3.05M would pay? Take that % and apply that to 2M - that is your wealth tax liability
The idea is that, if the other country would do the same trick - it would be perfectly fair and not allow you do avoid tax progression by splitting your earnings among different countries
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Ok, planning to file taxes later – after all bugs are sorted out – is like making a New Year’s resolution.
After 10 days or so I cave in.
How can you tell?
I started on the weekend and when trying to continue this morning, the system first wouldn’t accept any more attachments. Called the technical support, they said they’re aware and will push a new release on Wednesday. Support says I can still enter all the data, but add the attachments only after the new release.
Ok, minor glitch, I guess. I take a coffee break, log back in to further fill things out, just without attachments.
Well, I intend to log back in.
Sigh.
Edit: In fairness: site works again flawlessly this evening, I can even upload attachments. 
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