Are you required to file tax return in Germany? What are the requirements for filing a tax return? Even if you are not obliged to file a tax return, you can file it voluntarily and claim a tax refund.
You must file your tax return using the official forms available at the local German employment offices and you can download them online. As an employee, you can choose whether to file your tax return on paper or electronically.
The most important document for the German tax return is the annual wage and tax statement or Lohnsteuerbescheinigung. In addition to your income, the annual statement also contains the levies and taxes you have paid during the year. Your employer must give you this form after the end of the tax year.
Don’t have a Lohnsteuerbescheinigung? We will provide it for you. Just fill in the form.
Another important document is the EU/EWR form (Bescheinigung EU/EWR), which is a compulsory attachment to the German tax return. The form lists your income outside Germany. It is issued by the tax office of your home country and based on the tax return filed in it. It implies that you do not only file a tax return in Germany but also in your home country, even if you had no income there. Of course, in this case, double taxation avoidance methods apply.
TIP! We can help you fill in the EU/EWR form. Order the service obtaining documents.
Tax deductions are so-called deductible items, which are costs associated with carrying out your work. In Germany, costs are divided into three basic categories:
The most frequently claimed deductibles include:
You can also obtain a higher tax refund with these documents:
Remember to carefully store all documents related to your expenses. Copies of the documents must be attached to your tax return.
The tax return deadline is July 31st of the following year, for those required to file it.
For voluntary filing, the deadline is December 31st, and you can file up to 4 years back.
Your tax refund or tax overpayment will be processed within three to four months. We will process your application and all the necessary documents online, ensuring an early refund. To process your request online, we will need:
You can find out more about our services on www.neotax.eu.