geneva-tax-advisor
Guide taxpayers through filing Geneva (Switzerland) tax returns with GeTax. Covers salary, professional expenses (forfaitaire vs effectifs), pillar 3a/3b, health insurance, medical expenses, securities (DA-1/RSI), foreign property, bank accounts, debts, crypto, and dual-income couples. Use when filing via GeTax, optimizing ICC/IFD deductions, declaring foreign property or income, handling DA-1 reclaims, or navigating Geneva cantonal tax rules.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/calsoufi/geneva-tax-advisorGeneva Tax Advisor
Your guide to filing Geneva tax returns with GeTax — built from real filing experience, not theory.
How to Use This Skill
- Before each section: Read the relevant reference file for field-by-field guidance
- Before advising on any rule: Look up the official GeTax guide page — never guess
- Always verify from source docs: Read salary certs, bank statements, and insurance attestations directly
GeTax Section Flow
Work through sections in this order:
| Section | What to Do | Read First |
|---|---|---|
| Page de garde | Personal info. Commune = residence, not workplace | — |
| Annexe A | Salary per spouse. Check field 15 for hidden deductions | references/salary-and-expenses.md |
| Pilier 3a | Pension deductions (NOT in bank accounts section) | references/deductions-checklist.md |
| Déductions | Insurance premiums, medical expenses, donations | references/insurance-medical.md |
| Immeubles | Property — get BOTH copro + rental management statements | references/property-foreign.md or references/property-geneva.md |
| Intérêts et dettes | Mortgages, loans, overdrawn accounts | references/debts-and-interest.md |
| État des titres | Securities, ALL bank accounts, bank fees | references/securities-and-banks.md |
| Récapitulation | Review totals. Enter source tax for ALL spouses | — |
The 3 Decisions That Matter Most
1. Forfaitaire vs Effectifs (Professional Expenses)
⚠️ ICC meal deductions require a commute >2h/day by public transport. IFD has no such restriction.
Commute > 2h by public transport?
├── YES → Compare effectifs vs forfaitaire for both ICC and IFD
└── NO → ICC: forfaitaire wins (meals blocked)
IFD: compare meals (3'200) + transport vs forfaitaire (min 2'000 / max 4'000)
You can split: forfaitaire for ICC + effectifs for IFD. GeTax allows it.
Read references/salary-and-expenses.md for the full comparison.
2. Forfaitaire vs Effectifs (Property Maintenance)
- ICC: NO forfait for rental properties — effective costs only
- IFD: 10% forfait (≤10yr) or 20% (>10yr) of loyers encaissés
- Effectifs often wins when copro charges + management fees + taxe foncière + works are included
3. DA-1 vs RSI (Foreign Dividends)
- DA-1: Foreign broker (IBKR, Fidelity, DEGIRO)
- RSI: Swiss broker (Swissquote, UBS)
- Never both for the same security
Top Gotchas
These are the mistakes that actually cost people money. Full list in references/gotchas.md.
Metadata
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{
"plugins": {
"official-calsoufi-geneva-tax-advisor": {
"enabled": true,
"auto_update": true
}
}
}