Why choose FBKConseils to apply for quasi-resident status?
A tailored first consultation at no cost
At FBKConseils, we offer a free initial consultation lasting 15 to 30 minutes. This appointment allows you to discuss your specific tax needs with our experts...
At FBKConseils, we offer a free initial consultation lasting 15 to 30 minutes. This appointment allows you to discuss your specific tax needs with our experts and clarify complex questions regarding quasi-resident status.
We understand that your needs are unique. That’s why our services are fully customizable. With flexible operating hours, communication options via video call, phone, or email, we adapt to your schedule and preferences to provide a seamless, hassle-free experience.
Don’t miss this opportunity: Book your appointment now.
Accurate analysis of your eligibility and benefits of quasi-resident status
Quasi-resident status isn’t available to all cross-border workers. It applies only to taxpayers who can prove...
Quasi-resident status isn’t available to all cross-border workers. It applies only to taxpayers who can prove that 90% of the household’s income earned during the year remains taxable in Switzerland. This initial step is crucial to determine whether you qualify for this status. For straightforward cases, eligibility is easy to evaluate, but complexities arise when factors such as marriage to someone working in France, foreign property holdings, or additional income (allowances, etc.) come into play.
Moreover, the application for quasi-resident status must be submitted before March 31 of the fiscal year concerned. Missing this deadline can lead to an automatic rejection. Therefore, it’s essential to be well-informed and prepared.
In certain specific cases, quasi-resident status might even become mandatory. This applies, for instance, to self-employed individuals registered in Switzerland, property owners in Geneva, or those subject to the A1 tax scale. These taxpayers must submit the application to the Geneva tax authorities.
Even if you meet the eligibility criteria, applying for quasi-resident status without a detailed analysis can be risky. Switching to the ordinary tax system significantly alters how your taxes are calculated, and the outcome may not always be favorable.
In Switzerland, specific taxes, such as wealth tax on movable and immovable assets (without allowances), can heavily impact your tax situation. By opting to be taxed as a Swiss resident, you should expect major changes in tax calculations.
At FBKConseils, we perform a detailed mock tax return to compare your tax burden with and without quasi-resident status. This detailed simulation provides a clear view of the benefits and drawbacks before making a decision. Only after this step will we confirm if this status is truly advantageous for you.
Our mission goes beyond analysis and application—we then handle your tax declaration as a quasi-resident. We optimize your tax situation not only for this year but also for the years ahead. Our experts support you in maximizing benefits and minimizing liabilities year after year.
Quasi-resident application and taxation
If you reside abroad while working in Geneva, your employer is usually required to provide the necessary form...
If you reside abroad while working in Geneva, your employer is usually required to provide the necessary form, known as DRIS/TOU (Request for Rectification of Source Taxation / Request for Ordinary Taxation). Once all tax simulations are completed and you’ve determined that quasi-resident status is beneficial for you, simply complete this form.
You have two options for submitting your application:
· By mail, sending the completed form to the Geneva tax administration.
· Online, via the “e-Démarches” platform of the Canton of Geneva, for faster and more convenient processing.
After submission, you’ll need to wait a few weeks to receive your tax identification credentials by post. From then on, you’ll officially be recognized as a quasi-resident by the tax authorities.
We’ll then proceed to file your tax return together.
Delegate this responsibility to us
By entrusting your tax return to a fiduciary like FBKConseils, you relieve yourself of a significant burden.
By entrusting your tax return to a fiduciary like FBKConseils, you relieve yourself of a significant burden. We handle all administrative processes and respond to any inquiries from the tax authorities. As professionals, we guarantee the accuracy of your information and take responsibility for your tax declaration, offering you complete peace of mind.
When you receive your letter from the State of Geneva, including your taxpayer number and a control code, FBKConseils will provide you with two options to submit your tax return:
· Learn to declare your taxes
At FBKConseils, we offer comprehensive training to teach you how to declare your taxes independently and accurately. The goal is to help you fully understand your tax situation, know exactly what needs to be declared and deducted, and discover how future choices may affect your tax burden. By the end of this session, you’ll be better equipped to handle your tax returns in the coming years.
· Full delegation
With this option, available directly on our website, you can easily create a personalized quote based on your situation. You’ll then receive a list of required documents via email, which you can upload online. From there, we’ll manage the entire process, ensuring all necessary details are included to finalize and submit your tax return without any effort on your part.
Applying for quasi-resident status: A simple 6-step process
1. Initial consultation
Together, we’ll assess your situation and analyze your eligibility for quasi-resident status, determining whether it’s advantageous to apply and file a Swiss tax return. We’ll review specific criteria and their implications for your tax situation.
2. Determining whether the status is advantageous
We perform a precise mock tax return to compare your tax burden with and without quasi-resident status. This detailed simulation provides a clear understanding of the advantages and disadvantages before making a decision. Only after this step will we confirm whether the status is truly beneficial for you.
3. Submitting the quasi-resident application
Once we’ve jointly determined that applying for this status is a fiscally advantageous option, you can submit the application to the Geneva tax administration.
4. Tax return preparation and final submission
Whether you choose to prepare your tax return with our assistance or delegate it, we ensure everything is accurate before submitting your tax return to the tax authorities. Once submitted, we’ll send you proof of submission and the final version sent to the Geneva tax administration.
5. Request for additional documents
It’s common for the tax authorities to request supporting documents, especially in the first year of your TOU. If you prefer, FBKConseils can handle these requests, responding directly to their inquiries and providing all required information.
6. Tax decision
The tax decision is the final document issued by the tax authorities. You have 30 days to contest this decision. If needed, FBKConseils can help verify its compliance and, if necessary, draft a claim letter.
Transparent and affordable rates
At FBKConseils, we are committed to remaining transparent about our pricing. Here are our offers based on your needs:
Personalized training for your tax return
We provide a training session for CHF 395, designed to guide you through completing your tax return. This includes two hours of support, generally sufficient to finalize a complete return.
Delegation of your ordinary taxation
Through our online platform, you can obtain a personalized quote tailored to your specific situation and the volume of documents to process. The final price will be calculated based on the quote, ensuring clear and customized management of your tax return.
Quasi-resident status is generally available to any cross-border worker whose household income is at least 90% taxable in Switzerland. If more than 10% of household income is earned abroad, the application will be automatically rejected.
However, there are three exceptions where quasi-resident status becomes mandatory:
1. Self-employed individuals working in Geneva.
2. Property owners in Geneva.
3. Cross-border workers subject to A1 tax scale.
These taxpayers must follow this procedure to comply with current tax laws.
The Geneva tax authorities will initially accept all quasi-resident status requests without immediately verifying your eligibility. However, a thorough review will be conducted when you submit your Ordinary Taxation Request (your tax return).
If your taxable income from abroad exceeds 10% of your total income, your request will be rejected. This means you may have wasted time and potentially incurred costs for a process that ultimately does not grant you the quasi-resident status.
The Geneva canton has a strict deadline for receiving quasi-resident status requests, set at March 31 of the following fiscal year. After this date, no requests will be accepted, except for taxpayers legally required to apply for this status (such as self-employed individuals or property owners in Geneva).
If you fall into one of these mandatory categories, it is crucial to meet this deadline. However, even if the deadline is missed, you will still need to submit the form to be taxed under the ordinary Swiss system.
If you take no action, your salary will be automatically taxed at source according to Swiss tax rates, while your other income and assets will remain taxable in France. A tax credit will be granted in France to avoid double taxation on your salary.
On the other hand, by applying for quasi-resident status, all your income and assets will be taxed in Switzerland under the ordinary taxation system. Therefore, it is essential to compare both scenarios before making a decision. The key is to calculate your total tax liability under source taxation and then simulate it with quasi-resident status..
If the simulation shows a lower tax burden with quasi-resident status, you can proceed with the application. Otherwise, it may be more beneficial to remain under the source taxation system.
