Reclaim tax you overpaid.
We calculate your reclaim and produce the ready-to-file authority package. Available now: Swiss withholding tax after moving to Germany — more cases to come.
EU data residency · In partnership with Zepf Taxes
CHF 30’852
Reclaimable Swiss withholding tax on the pension payout
The digital bridge
One platform instead of a thousand emails.
The platform for innovative tax firms and their clients: pick a workflow, submit documents, AI-checked, file together — all in one place, encrypted, searchable, reusable.
The Swiss withholding tax is one of many workflows — example below.
1Pick a workflow
The advisor or the client starts the right reclaim workflow.
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kontakt@crosstax.app2Submit documents
The client gets an email invitation and uploads documents securely.
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kontakt@crosstax.app3AI extraction
Documents are auto-read, validated and structured for review.
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kontakt@crosstax.app4Review together
Resolve questions in a document chat. Automatic reminders.
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kontakt@crosstax.app5Submit & store
Ready-to-file authority package — encrypted, searchable, reusable for future cases.
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kontakt@crosstax.app50% time saved
Fewer errors
Full transparency
Choose your use case
Specialised reclaims for cross-border situations — continuously expanded.
Get Swiss tax on your pension back
🇨🇭 Switzerland 🇩🇪 Germany
After leaving Switzerland, Swiss tax was withheld on your pension payout (pillar 2/3). We reclaim it for you.
StartCross-border dividend withholding tax
Reclaim foreign withholding tax on dividends and securities.
„crosstax mirrors the calculation and the authority procedure exactly — every figure is traceable to its source. A real relief for my clients.“
Florian Zepf
Partner · Zepf Taxes
