Available: On-demand
Reclaiming Swiss Dividend Withholding Tax
About this session
Are you an employee shareholder at a Swiss headquartered company that pays dividends?
If so, it’s important to be aware that non-Swiss employee shareholders receiving dividends will likely be hit with 35% Swiss tax on their dividends, one of the highest rates on the planet!
The good news is that Switzerland has tax treaties in place with over 100 countries across the world which allow employee shareholders to recover significant portions of this tax back through a Swiss DWT reclaim. However, it’s important to be aware of key factors to successfully apply for a refund of Swiss DWT, including tax residency, documentation requirements, statute of limitations (how far back you can file for a refund) and more.
In this free event, our speakers discuss everything you need to know about recovering Swiss DWT for global employee shareholders.
Topics covered in the session include:
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What is Swiss DWT and who is impacted?
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What DWT rates are applied to employee shareholders?
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Can DWT be reclaimed? And what process is involved?
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Statute of limitations explained to outline how long employees have to file their reclaim
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Case study examples for Employee Share Scheme participants
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How Sprintax can help
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And more!
Panel speakers
Ryan Ludden
Vice President Sales, Sprintax Dividends
Ryan Ludden has been supporting organizations across the U.S. and around the world with nonresident tax compliance for over eight years at Sprintax. During that time he has delivered more than 500 tax workshops and webinars to nonresidents and their employers, assisting with tax filing and process optimization to ensure NRA compliance.
Marian Ryan
Client Success Manager
Marian Ryan is an experienced tax professional with a strong background in international tax solutions. She has held key roles at Taxback and Sprintax, specializing in expat and nonresident tax compliance, Marian brings hands-on experience hosting and delivering webinars on complex tax topics.
Your questions. Answered.
Our expert speakers will outline everything you need to know about Swiss Dividend Withholding Tax (DWT), including who is impacted, how relief and reclaim processes work, and recent updates. You’ll also see practical examples of DWT reclaims and learn how Sprintax Dividends can support you.
This session is designed for nonresident individual investors in global securities, employee share plan administrators and HR/rewards professionals, as well as brokers, family offices, and private banks supporting clients with Swiss dividend income.
Simply complete the registration form, and you’ll receive a link to watch the on-demand session.
About Sprintax
Sprintax is a global fintech company that specializes in non-resident tax compliance, providing a suite of software solutions which simplify tax determination, withholding, tax return filing and reclaim for individuals, investors, and organizations.
Sprintax Dividends is a cross-border tax reclaim software solution which supports organizations and individual investors to maximize their return on investment by reclaiming cross-border dividend withholding tax (DWT), which is typically withheld on overseas investments.
First launched as a nonresident tax advisory for U.S. universities, Sprintax has evolved in size and offering in recent years and is now the trusted tax compliance software solution for over 800 institutions and corporations, including Ivy League schools and the most recognized universities in the US. While Sprintax is headquartered in New York, our team travels all over the US and abroad, speaking at payroll and educational exchange conferences on non-resident taxation.
Sprintax now forms part of CluneTech, a suite of global companies that help simplify the complexity of global business providing industry-leading solutions for digital sales, global payroll, tax compliance, global vat & cross-border payments.
