CH dividends · Swiss withholding tax reclaim
Reclaim of the Swiss withholding tax (imposta preventiva) of 35 % on dividends from Swiss companies for individuals resident in Germany.
- 3
- Sections
- 8
- Questions
- 2
- 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
Your details
5 questions
- 2
Custodian bank & dividends
2 questions · 1 documents
- 3
Proof of residence
1 questions · 1 documents
Eligibility
Fit confirmed in seconds.
- I was tax-resident in Germany during the levy year.
- I received dividends from Swiss companies.
- Swiss withholding tax (imposta preventiva) was withheld from the dividends.
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.
Custody-account statement / tax statement at 31 Dec – domestic and foreign
Multiple (e.g. per year) · 4 AI fields
Certificate of residence from the German tax office
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.