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 with no other taxable income (apart from income from capital assets, rent or leases), 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:
Have you found a job in Germany or are you just thinking about it? What should you know before travelling to Germany for work?
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 usual deadline for filing your tax return is 31 July. In light of the coronavirus pandemic, the fourth Corona Tax Assistance Act was enacted, which modified the filing deadlines for the 2022 and 2023 tax returns:
|Filing Form||Filing Deadline for 2022 Tax Return||Filing Deadline for 2023 Tax Return|
|Without a tax advisor||2 October 2023||2 September 2024|
|With tax advisor||31 July 2024||2 June 2025|
|Voluntary tax return||31. 12. 2026||31. 12. 2027|
We will process your tax refund or tax overpayment within three to four months. We will process your application and all the necessary documents online, ensuring an early refund. To process your application online, we will need: