The claim file, ready in 60 minutes

3 countries, 1 printable checklist, 4 ready-to-send email scripts (FR/EN) — so you stop waiting another two months for your broker before you can file.

This guide is written in French; an English edition is not yet available.

What you will get

A Switzerland / United States / Germany overview table: default rate, treaty rate, main point of contact and how long a residence certificate stays valid.
A country-by-country table of the documents to gather, who issues each one, and the typical time to obtain it.
Two ready-to-copy email scripts — in French and in English — to send to your broker, plus a day-15 follow-up script.
The 4 mistakes that most often get a claim rejected, and how to spot them before you send.
A printable final checklist to tick off each document as you gather it.

This guide assumes you already know, via the free simulator, that you have a recoverable over-withholding, and that you have checked via the deadline calculator that it is not time-barred. It does not recalculate either.

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Frequently asked questions

Does this guide replace the simulator or the deadline calculator?

No. It assumes you have already used the refund simulator and the filing-deadline calculator to know how much to recover and whether it is still within the statute of limitations. This guide does not recalculate either: it only tells you which documents to gather, country by country, and how to obtain them.

Does the guide cover countries other than Switzerland, the US and Germany?

No, this 2026 edition covers exclusively these three countries. The full country registry remains available on the Countries page.

Is this personalised tax advice?

No. This guide is general, indicative information; the rates and procedures it cites must be revalidated by a tax professional before any real filing. FiscalPlace does not provide regulated personalised tax advice.

If you would rather delegate the filing itself

Once the documents are gathered, the next step is filing the claim with each administration and following it through — typically several months to over a year, in the source country's language, with a risk of rejection if the file is incomplete. That is exactly the step we take on under direct mandate, on a success-fee basis only.

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General information document, non-contractual. It does not constitute personalised tax advice, a service offer, or solicitation.