Standard Tax Services. Swiss Excellence. For Swiss Custody.
The Swiss Stock Exchange’s long-established portfolio of standard tax services include Tax Reclaim, Quick Refund, Relief at Source and the provision of tax vouchers. These services are only offered for assets that are held in custody at SIX SIS Ltd, where double tax treaties (DTTs) exist and where market tax authorities allow for the service.
How You Will Benefit
Easy Handling of All Standard Tax Services through Tax Portal
Access to Tax Information for over 60 Markets
Various Methods Used to Avoid Double Taxation
About This Service
Missed Your Relief at Source Deadline?
Quick Refund is the Solution. Quick Refund from the Swiss Stock Exchange means that banks faster reimbursement of reclaimable amounts. Instead of blocked capital in the ordinary tax reclaim request procedure, the ability to reinvest faster can further increase overall return.
For Less Headaches, Get Relief at Source
With Relief at Source, double taxation is avoided through disclosing the beneficial owner of a dividend or an interest payment upfront. Unlike the tax reclaim or the quick refund procedure, the reduced withholding tax rate is directly applied at the payment date. There is no need to file a tax reclaim request with the market tax authority. Instead of blocked capital in the ordinary tax reclaim request procedure, the ability to reinvest faster can further increase overall return.
Relief at Source is the method of choice for investment countries where the tax reclaim procedure is not very promising or a reimbursement will usually take longer.
A tax voucher is proof that a withholding tax or a withholding tax substitute has been deducted on an applicable dividend or interest payment and the appropriate tax amount paid to the respective market tax authority. Such evidence may be required by the market tax authority of several investment countries to file a tax reclaim request. The tax voucher has to be provided as a supplementary document together with the income statement and/or tax statement.