CH→DE pension fund · Withholding-tax-at-source reclaim
Reclaim of the Swiss withholding tax at source on a pension-fund payout (2nd pillar) for individuals resident in Germany. The German taxation of the income will be reviewed by your advisor in the next step.
- 3
- Sections
- 10
- Questions
- 3
- Documents
- 1
- AI extractions
What's inside
Structured from the first question to the authority bundle.
Each section walks your clients through step by step — no PDF confusion, no back-and-forth. Your firm stays the anchor.
- 1
Exit statement & master data
4 questions · 2 documents
- 2
Amounts on the exit statement – please review
5 questions · 1 documents
- 3
Exchange rate
1 questions
Eligibility
Fit confirmed in seconds.
- I was tax-resident in Germany at the time of the payout.
- A Swiss pension-fund payout was credited to me.
- Swiss withholding tax at source was withheld from the payout.
Documents
What your clients upload — and what the AI reads from each one.
For every slot crosstax checks document type, required fields, completeness. Confirmation stays with you.
Exit statement (extra-mandatory portion with withholding tax at source)
Once · 7 AI fields
Certificate of residence from the German tax office
Once
Statement of extra-mandatory contributions (for German taxation)
Once
Why this workflow
Faster than any PDF — more precise than any email.
Prefill, not retyping
Master data, prior-year values, plausibility rules — pulled in automatically from click one.
Documents get read
Pension statement, withholding-tax certificate, contribution proof — Claude reads the fields, you confirm.
You keep control
Every value versioned with its source. Full audit log. Nothing leaves without your sign-off.
Frequently asked questions
Do clients need an account?+
No. Clients fill the workflow via a link — an account is optional and lets them upload further documents later.
Is the data secure?+
Yes. Encrypted in transit and at rest, hosted in the EU and Switzerland, GDPR-compliant and fully auditable.
How does the data reach my tax software?+
Export reviewed answers and documents as structured CSV/Excel — or submit them straight into the authority process.