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Country file · CH

Potential · high

Switzerland: recover the withholding tax on your dividends

Every dividend paid from this country loses 35% to withholding tax at source. The tax treaty caps it at 15% for a French resident. The 20-point gap is not lost money: it can be claimed back — with the right forms, within the deadline.

No win, no fee · Pricing 100% public · FR / EN

Tax withheld€3,500
Treaty withholding€1,500
FR–CH tax treaty · 15%
Over-withholding to recover€2,000

Example for €10,000 of gross dividends, French tax resident, before our success fee. Indicative amounts — every claim is verified before filing.

Technical file

The numbers that matter

Both rates, the gap, the form and the time you have left: everything that decides whether a claim is worth opening.

35%

Statutory rate

withheld from non-residents by default

15%

Treaty rate

for a French resident

20 pts

Recoverable gap

3 years

Statute of limitations

from the end of the year of payment

Your deadline to act

3 years

3 years from the end of the calendar year in which the dividend fell due.

Compute my exact deadline

The procedure in practice

Form
Form 83 (French residents)
Competent authority
Swiss Federal Tax Administration (FTA)
Online filing
Yes
Relief at source
No

Relief at source prevents the over-withholding before it exists: the correct rate is applied at payment time. See the relief-at-source service

Data reviewed on 15 June 2026 · Indicative amounts — every claim is verified before filing.

Specifics

What you should know about this country

  • The 20-point gap (35% withheld, 15% owed) makes Switzerland the largest recovery pool in Europe for a French investor.
  • Filing is now electronic: the FTA made online submission mandatory during 2025.
  • No relief at source for individuals: the after-the-fact refund is the only route.
  • A maximum of three claims per year per claimant: bundling dividends into one annual claim is the recommended practice.

Claim documents

The documents required

What we gather with you. Most of these can be requested online or produced from your brokerage statements.

  • Certificate of tax residence stamped by your local tax office
  • Bank or brokerage statements evidencing the dividend payments
  • Tax vouchers evidencing the withholding tax levied
  • A mandate authorising FiscalPlace to act before the FTA

Resources

Go further

How much can you recover?

Two minutes, no sign-up: the simulator applies the rates above to your real amounts and shows our fee before you commit to anything.

No win, no fee · Pricing 100% public · FR / EN