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Posted Wed, 05 Jun 2024 07:53:02 GMT by clare wildish
Thank you very much HMRC for your reply. I was able to contact HMRC. This clarified the situation. You do not need to send in the swiss dividends, but send HMRC all the forms 86, which is 1st copy, Advice of payment and 3rd copy for the Inland Revenue. HMRC will agree the income on the Form 86 to income declared on self assessment tax returns . If correct, stamp 1st copy (for Swiss tax auth.) Then return 1st copy and Advice of payment to sender. These forms to be sent to Swiss Tax with the dividend details for processing
Posted Wed, 05 Jun 2024 09:10:18 GMT by Anthony Pride
Thank you for providing clear instructions. I note that you do not require the Tax Voucher or Certificate of Tax Deducted (required by the Swiss authorities) to be attached to the Forms 86 prior to submission to HMRC for certification.
Posted Fri, 17 Jan 2025 13:25:03 GMT by Swiss86
I have received a Letter from HMRC Chief Executive and Permanent Secretary ref CE/710168/2024 via my MP in which it states that I can use an on-line tool to upload an electronic version of Form 86 for HMRC who will print off the two forms required by ESTV Switzerland and wet sign them before returning them by post to me. I would then send then them to Swiss federal tax office to make the reclaim. However I can find no way of sending such an attachment on the Request for Certificate of Residence. which on-line tool can I use? I prefer to use this forum rather than pursue a Tier 2 complaint.
Posted Thu, 06 Feb 2025 10:56:16 GMT by HMRC Admin 32 Response
Hi Swiss86,
For general requests you cannot send an attachment and the Swiss 86 form are normally sent by post to HMRC. As you are referring to a complaint case you will therefore need to contact the number on your letter for further advice.
Thank you.

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