Your Quasi-Resident Tax Simulation in Geneva – For Cross-Border Workers

Quasi-residents are subject to income tax in Switzerland but can benefit from deductions in their tax returns that are normally only available to residents.

A quasi-resident simulation is highly recommended since 2021. If you are not eligible for quasi-resident status, you cannot benefit from the following deductions:

This can represent significant tax savings!

Contact us to run your quasi-resident simulation

 

What is a quasi-resident?

The quasi-resident status allows an individual who is subject to withholding tax and lives abroad (i.e., is a non-resident) to apply for Subsequent Ordinary Taxation (TOU). To qualify, at least 90% of the individual’s total worldwide gross income must be taxable in Switzerland.

For married couples, the worldwide income of both spouses must be combined, and at least 90% of this total must be taxable in Switzerland.

 

Why run a quasi-resident simulation?

Running a quasi-resident simulation is essential for several reasons:

  1. Tax optimization: The simulation compares withholding tax (deducted directly by the employer) with taxation as a quasi-resident. This helps determine whether you could benefit from a more favorable tax treatment.

  2. Avoid unpleasant surprises: Requesting quasi-resident status without prior simulation is risky. The request is irrevocable, and the status does not necessarily guarantee a tax refund. In some cases, it may even result in higher taxation.

  3. Clarity on regulatory changes: Since the 2021 reform of withholding tax, rules for cross-border workers and quasi-residents have changed. For example, it is no longer sufficient that 90% of household income comes from Switzerland; 90% must be taxable in Switzerland. A simulation helps you understand these changes and their impact.

  4. Accurate expert assessment: Our team performs the simulation live with you, providing a highly accurate estimate of your potential tax situation as a quasi-resident. We also advise you on the best tax strategy.

  5. Adaptability to changing situations: If your personal situation changes (e.g., your spouse starts working in France), your eligibility and tax optimization may change as well. The simulation gives you a clear view of your current position.

 

What are the possible outcomes of the simulation?

The simulation may lead to the following outcomes:

  1. Benefit from quasi-resident status: The simulation shows that you could pay less tax by adopting quasi-resident status.

  2. Benefit from a simple withholding tax correction: The simulation suggests that a withholding tax correction would be more financially advantageous than quasi-resident status.

  3. No change: The simulation shows no significant financial benefit, whether through quasi-resident status or a simple correction. Your tax situation remains unchanged.

 

How does a quasi-resident simulation work?

A quasi-resident simulation is an assessment carried out by tax experts to determine whether an individual working in Switzerland but living abroad can benefit from quasi-resident status and more favorable taxation.

Initially, the tax advisor compares withholding tax (deducted directly by the employer) with the tax that would apply under quasi-resident status. This comparison also determines whether a simple withholding tax correction would be more advantageous.

During the simulation, the taxpayer has a consultation with the advisor, typically lasting around 30 minutes. This can take place in person or via video call. The simulation is conducted live, ensuring a precise estimate of the potential tax outcome. The results are then used to discuss the best available tax options.

It is important to note that applying for quasi-resident status without such a simulation is risky. The status does not guarantee a tax refund and may even result in higher taxation in some cases. Therefore, it is recommended to perform this simulation at least once—especially in the first year or when there is a major change in your personal situation.

If the simulation shows a significant benefit, the tax advisor will guide you through the next steps, including submitting a rectification request or applying for quasi-resident status with the cantonal tax authorities.

 

Our fees

Our fees for a quasi-resident tax simulation are as follows:

These fees are designed to remain affordable while providing a precise and comprehensive analysis of your tax situation. Our goal is to help you make an informed decision about whether to apply for quasi-resident status in Switzerland. Please note that results depend on the specific information you provide.

If you have any further questions about our services or the simulation process, feel free to contact us. We will be happy to assist you.


Learn more

 

To carry out a quasi-resident simulation in Geneva, start by reviewing the general guidelines of the DRIS form. This form helps you identify the elements to declare, such as professional expenses and AVS contributions. If you are an international civil servant, taxation rules for international officials are subject to international regulations, which may impact your tax domicile election and your tax obligations.

An online simulation is also available to estimate your tax situation using a tax calculator that incorporates the withholding tax scale. As part of your administrative procedures, applying for quasi-resident status may also provide opportunities for tax refunds depending on your situation.