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Consulting
Withholding Tax
Deadline & review

Reembolso do Withholding Tax (Permissão B) — vale a pena ou não?

Se tem Permissão B e pagou imposto na fonte (Quellensteuer), pode existir a possibilidade de corrigir/regularizar e, em alguns casos, obter reembolso — mas nem sempre compensa. Eu faço a análise do seu caso, explico riscos/custos e, se fizer sentido, avançamos com um pedido sob orçamento/oferta.
Request analysis / quote I have a question
Objective analysis
Costs vs. benefit
Supported process
What we do for you
No é “promessa de reembolso” — é decisão informada: vale a pena ou não.
Transparent
  • Diagnosis do seu caso (rendimentos, fontes, cantão e situação familiar).
  • I compare withholding tax vs. ordinary taxation and explain the real impact.
  • Typical deductions (as applicable): work expenses, insurance, 3rd pillar, commuting costs, etc.
  • Risks: there may be no refund, and in some scenarios you could even owe additional tax (I’ll flag this beforehand).
  • Request based on a quote: I prepare and submit it with a checklist and ongoing support.
Critical point: muitas situações têm prazo anual (frequentemente até 31 de março do ano seguinte). If it makes sense para si, vale agir com antecedência.
Benefit
An estimate of the difference (if any) before proceeding.
Documents
A simple checklist to reduce back-and-forth.
Risk
I explain scenarios and costs before submitting.
How it works (3 steps)
First we decide whether it’s worth it. Only then do we proceed.
1
Pre-assessment
I gather 2–3 key details and tell you whether it’s worth going further.
2
Quote / proposal
If it makes sense, I send a proposal and an exact checklist of what’s missing.
3
Submission & support
Preparo o pedido/declaração, submeto e acompanho até resposta.
To move faster, please send
  • Permit (B) + marital status and canton/municipality.
  • Salary certificate(s) (Lohnausweis) and/or income statements.
  • A summary of bank accounts/interest/dividends (where applicable) and relevant insurance/deductions.
  • Your goal: “check if it’s worth it” / “I have a 3rd pillar” / “high expenses” / “I changed canton”, etc.
FAQ
Is a refund guaranteed?
No. The goal is to assess cost/benefit and risk before submitting. In some scenarios you could even owe additional tax. I explain this beforehand.
What’s the deadline to apply?
It varies by canton/situation, but a deadline of 31 March of the following year is common. If you’re close to the limit, let me know right away.
By applying, do I become required to file every year?
In some cantons/situations, opting for taxation/regularisation “on request” can create an obligation to file a return in following years. I’ll confirm this with you beforehand.
What usually makes it “worth it”?
It depends. Typical examples: significant deductions, changes in family situation, high work expenses, a 3rd pillar, canton rate differences, etc. We analyse your case.
How does the payment process work?
This request is for issuing a quote/proposal (on request). Once the case is reviewed, we agree on the price and only then proceed.
Request

Avance quando quiser.

O pedido abre num formulário assistido. Pode enviar só com os dados principais ou continuar para um pedido detalhado.

Reembolso de imposto na fonte (permissão B) No obligation
Request an analysis