What documents do I need to submit my tax return as a cross-border commuter?
January 15, 2022 | 60,00 EUR | answered by Selma Rosenblatt
Dear tax advisor,
My name is Otto Hohenwarter and I work as a cross-border commuter in Switzerland. I am based in Germany and commute to work in Switzerland on a daily basis. In the past, I have always filed my tax return myself, but this year I want to make sure that everything is correct and complete.
My question is: What documents do I need to submit my tax return as a cross-border commuter? I am unsure if I have all the necessary documents and if there are any specific forms or evidence that I need to provide. I want to avoid having my tax return rejected or facing issues with the tax office later on.
Currently, I have my salary statements from Switzerland, as well as receipts for my commuting expenses and health insurance costs. However, I am not sure if these documents are sufficient or if I need additional documentation. Additionally, I am concerned that I may overlook any tax benefits or deductions that I am entitled to as a cross-border commuter.
Could you please provide me with a detailed list of the documents I need to submit my tax return as a cross-border commuter? Are there any specific forms that I need to fill out or additional evidence that I should attach? I would greatly appreciate your assistance on this matter so that I can file my tax return correctly and on time.
Thank you in advance for your support.
Best regards,
Otto Hohenwarter
Dear Mr. Hohenwarter,
Thank you for your inquiry regarding your tax return as a cross-border commuter in Switzerland. It is understandable that you want to ensure that everything is correct and complete to avoid any issues with the tax authorities. As an experienced tax advisor specializing in cross-border commuter consulting, I can inform you of the documents you will need for submitting your tax return.
First and foremost, the documents you mentioned such as salary slips from Switzerland, receipts for commuting costs, and health insurance costs are already important documents that you will need for your tax return as a cross-border commuter. These documents serve as evidence of your income, expenses, and insurance related to your work in Switzerland.
In addition to these documents, you should also have your tax identification number and AHV number (Old Age and Survivors Insurance) ready. These numbers are important for the correct allocation of your income and tax deductions.
Furthermore, it is advisable to gather and keep receipts for any additional income such as interest income, rental income, or other income from capital assets. These incomes also need to be declared in your tax return.
For cross-border commuters, there are specific forms that you need to fill out. Typically, these are the "Anlage N" form for income from foreign employment and the "Anlage AUS" form for foreign income. These forms should be carefully filled out and submitted along with your documents.
Additionally, as a cross-border commuter, you may be eligible for tax benefits or deductions, such as deducting work-related expenses, special expenses, or pension contributions. Therefore, it is important to gather all relevant receipts and evidence for these deductions and include them in your tax return.
In summary, for your tax return as a cross-border commuter in Switzerland, you will need the following documents: salary slips, receipts for commuting costs and health insurance costs, tax identification number, AHV number, receipts for additional income, "Anlage N" form, "Anlage AUS" form, and all relevant receipts for tax deductions.
I hope this information is helpful to you and that you can submit your tax return correctly and on time. If you have any further questions or need assistance, please feel free to contact me.
Best regards,
Selma Rosenblatt
Tax Advisor & Cross-Border Commuter Expert
