Maximizing Dividends Through Automated Withholding Tax Refunds

The refund of Swiss withholding tax or foreign withholding taxes on dividends is often complicated, especially as diversified investments may be spread across multiple countries. Withholding taxes levied on dividends that are, in theory, reclaimable can unnecessarily reduce the returns on such equity investments.

Online platform to solve this problem

DIVIZEND’s online platform automatically generates the required refund applications within seconds—whether for Swiss withholding tax or for withholding taxes levied abroad.

  • Available for all types of users
    The online platform can be used by private individuals, companies, family offices, and foundations. It is accessible from anywhere at any time. The platform is also well suited for participants in foreign employee share participation programs.
  • Avoidance of paperwork
    With DIVIZEND, refund applications are generated automatically and submitted electronically. Filling out, printing, and sending non-harmonized paper applications by post is now a thing of the past.
  • Continuously evolving online platform
    The online platform has evolved and will continue to do so. Its scope is intended to extend beyond the refund of withholding taxes to become a comprehensive ecosystem covering the taxation of dividends.

Interface with your portfolios and documentation

DIVIZEND can automatically read data through direct access to your securities accounts held with banks, independently retrieving the information required for tax refunds in the background. Manual data entry is not required.

Alternatively, documents in PDF, Excel, or CSV format can be uploaded and are automatically analyzed.

Services provided by WADSACK

As part of its advisory services, WADSACK provides you with access to DIVIZEND. In addition to tax advisory and optimization services in Switzerland, this gives you the opportunity to optimize foreign withholding tax on dividends with minimal additional effort.

Conclusion

By providing access to the DIVIZEND online platform, WADSACK offers you a comprehensive and efficient solution for reclaiming withholding tax on dividends—enabling higher returns on equity investments for private individuals, companies, family offices, and foundations alike.

No guarantee can be given for the topicality and completeness.

Further contributions

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