How to file taxes in germany
How to Submit a Tax Return in Germany // German Tax Declaration Step by Step Example 2023
Timecodes:
how to submit a tax return in Germany is
probably the most common question I get
on this channel so in this video I will
show you exactly how to submit a tax
return using an online app called unitex
in order to correctly fill out your
income tax return forms you will need to
prepare some information in advance most
people will need to supply the following
details in their forms your tax ID or
tax identification number the details of
your local tax office or Finance armed
the iban of your German bank account
your employment tax statement called
launch time shinigum receipts or proof
of payments for tax deductions more on
that later on in the video use my link
to register and get a 5 Euros discount
on your first tax return submission
using window tax the best thing is that
you can do all of your tax return
calculations without any fee and if you
decide to submit your German tax return
using Mundo tax only then will you have
to pay the a fee go to this URL if you
want a 5 Euros discount to sign up you
simply need to put in your email address
after doing that you'll get a
confirmation email on your provided
email simply click on the confirmation
and you will be able to log into one
attacks web app I already have an
account with older text but if you
create a new account with them you'll
have something similar to what I'm
having right now click on add a year now
you'll get a lot of options as I've
mentioned in my previous videos if you
are submitting a voluntary tax return
you can submit up to four years in the
past you can select whichever year is
applicable for you for us we are going
to submit a tax return for the year of
2022 so you're going to click on 2022.
now on the left hand side we have seven
options to choose from the first one is
our personal data in the drop down menu
you can select whichever year you want
to submit then we are going to provide
our first name
last name date of birth next we have the
address this address needs to match the
address that you were living in during
the following year so we are submitting
a tax return for 2022 so this address
needs to be valid for the year of 2022.
if you had multiple addresses make sure
you have the latest one written down if
there's any additional information
simply write it down here based on our
address our tax office will be selected
automatically but if there is an error
you can select from the drop down list
and select the appropriate option
after that we have the religion option
you can select from the provided options
but if nothing matches you can select
other and continue
after that is our family status this is
really important the same thing applies
for the year you're submitting the tax
return for so in the year 2022 if your
single select that option if you are
married or whichever is appropriate for
you for the year of 2022 you have to
select that
not for your current status but for that
year next we will have to provide our
income information this information will
be taken from The Lone Star Vision that
you get usually in the January salary
slip or if you end it unemployment you
usually get it with your last salary
slip if you had multiple Employments
then you will have multiple Lone Star
vishaling if for example you are not
able to get a loan style be shining room
from any of your employers you can
either contact your employer and get
your Lone Star
or if you are unable to contact your
employer or if by any reason your
employer is not giving you your loan you
can contact your relevant Finance armed
and get your information from them here
we're going to select I have received
income as an employee or I have received
income as a mini jobber next we will
have to provide the occupation name so
you can provide whichever is applicable
for you it doesn't have to be the exact
name and if you had multiple jobs in
that year please enter the most recent
one here we have an example of the
launch Derbyshire animal on the left
hand side we have some numbers and on
the right hand side we have a value in
terms of euros and sets we will have to
provide the number in terms of Euros
corresponding to the number that is
given here so the first option is the
story classic you can have multiple tax
classes within a year if you have more
than one text class then please provide
the most recent one for example if you
had tax class 1 in the month of January
in February he had text class 6 in the
month of March and April and after that
from June onwards you had text class 3
then you will have to provide the latest
one which is tax class 3. after that we
will provide our annual gross page this
corresponds to number three if we have a
look again on the left hand side we have
number three in our learn story
write down whichever value that
corresponds to this number so I'm going
to just quickly fill in this information
if your income tax certificate has
Fields 7 to 21 and 29 to 32 you can
click here and provide that information
but in many cases these fields are left
empty next if you received the energy
lump sum in your wages based on a flat
rate then you can click here this
applies only if your income was earned
according to section number 40a of the
German income tax law next we have the
option of self-employed income here you
can declare yourself employment income
with the exception of some cases which
are not covered in under tax you can get
the details of that from here but for
many employees in Germany they are not
self-employed so I will not go through
this section next we have other sources
of income if you had an income as an
employee outside Germany click this
option if you have received unemployment
benefits click here and provide the
details for people who have received
payments from health insurance like sick
pay maternity allowance or transitional
allowance they have to click here and
then provide their details for many who
are watching this channel they have
probably started investing in stocks or
cryptocurrencies they will have to
select this option and provide the
information from their capital gains or
capitals contribution if you are using
scalable capital or trade Republic you
will get an income tax statement from
these Brokers which you can use to
provide information based on your tax
certificate simply open that tax
statement and write down the lines that
are matching in that statement for
example in your tax certificate on a
line number seven you will have your
Capital Income profits from share sales
from premium gains or trans forward
transaction if there is data from row
number 11 to 14 use that as well next we
have the server lump sum used so this is
The Spar power spatrat which I have
mentioned in many of my videos if you
have used up any of your Savers lump sum
again this information is provided in
the certificate if you set up your
Savers lump sum settings in scalable
capital or trade Republic fill out all
of the information from your tax
certificate if you have a broker that is
not German based then you'll either have
to calculate this information on your
own or with the help of a tax consultant
after that you can select income from
part-time voluntary work if you have
pension if you have received rental
incomes like this option please hit the
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next we have a very important option of
capital gains from cryptocurrencies if
you had any kind of profit from
cryptocurrencies Simply select that
option here we'll have to provide the
date of purchase purchase price
date of sale
current exit value and income related
expenses I have explained this section
in detail in one of my cryptocurrency
taxes in Germany video which you can
watch in detail but as a recap you only
have to provide information for
individual blocks of cryptocurrencies
for example if you bought Bitcoin
multiple times in the previous year
then you sold a small section of it you
only need to provide the buying date of
that cryptocurrency purchase price of
that small block and date of sale and
exit value of that small block if you
had multiple buys and multiple cells
then you will have to sum up all of
those buy orders and sell orders and
provide the appropriate value you will
have to provide individual information
for every single cryptocurrency here you
can provide each cryptocurrency for
example provide details for Bitcoin then
use another option for ethereum cardano
so on so forth whichever kinds of
cryptocurrencies you have you can also
provide profit from gold real estate
postage stamps or coins paintings
antiques Old-Timers boards and other
assets of this class if you had any loss
carry forward you can give the notice
from the finance arm from the previous
year and any loss carry forward
information can be put in this section
if there is is an error you will get an
error message asking you to fill in the
information properly
then simply click save and continue in
this section we are going to provide our
expenses during this year if you had any
job search expenses select this option
here we can provide our tax deductible
cost for example taking passport photos
photocopies binders postage cost
official certifications
stationaries books travel cost cost of
job posting so many things click on more
info to get all of the information
related to these expenses so here we are
going to provide all of the costs that
have incurred because of a job search
next if you have provided any
contributions to the university as an
Alum dad any seminars additional tuition
fees
you can put in as food built-in costing
if you are a part of a professional
association and if you had any expenses
related to that provide them here in the
next section we have the tax advice tech
software or tax literature costs so the
cost that you have to pay for this
year's tax return can be deducted in
your next year because you're paying the
fees for the previous year's tax return
in this year so if you paid a tax return
using an online software you can provide
that expenses in this section next if
you had any work related insurances for
example service liability accidental
insurance protection from employment
rights legal Insurance you can select
this option provide the description of
the insurance and put in the costs here
you can provide as many work related
insurances as you want in this section
after that we have our telephone and
internet cost this value is not a flat
rate and the 10 tax office accepts a
maximum of 240 Euros per calendar year
and unfortunately there's no guarantee
of an acknowledgment so we can provide
the maximum amount according to Moon
attacks the same thing is true for bank
account management fees last year my
Maybach account cost me 84 Euros so I'm
going to write down 84 euros and it
depends on the tax office if they accept
it or not
then we have the verbum question so any
additional income related expenses such
as work related lawyer fees interest on
interest on educational loan you can
provide those informations in this
section once you're done simply click on
Save and continue this section we can
provide detail for our work or study
related item costs so if you bought a
laptop computer printer smartphone
software professional job or study
related literature Workwear equipment
for your workplace you can provide all
of this information here so if your cost
for these things was lower than 110
Euros simply click on this flat rate
however if you had individual cost you
can provide each and every individual
cost by selecting this option and
providing the details for example if you
bought a MacBook Air of
2022 then you can write down the name
let's say it was 1600 euros and the date
of purchase obviously you need a payment
slip or any sort of verification that
you did by this equipment if you bought
the used item from eBay or any other
online service you can always show the
invoice of their online service and if
you bought it from someone in person
then you can try to contact that person
and ask them to give you some sort of
invoice or some sort of proof that you
bought this from them at this specific
price but if you do not have any proof
then if the finance arm asks you for
this proof then this expense might not
be accepted by the financer so we
provide all of the details and save and
continue next we have transportation
cost to and from work and home office
expenses when it comes to computer
allowance the tax office takes into
account a flat rate of 30 cents per
kilometer from your home and your
workplace regardless of how much
expenses that incurred for you from the
21st kilometer the distance allowance is
38 cents per kilometer here we are going
to provide our home address and our work
address then in this section the
shortest distance is automatically
calculated after that we provide from
when did we start working till when and
how many days a week do you work in the
next option we provide any holidays
business travel or sick leave days after
that we provide our home office days
these days are subtracted from the
number of trips to your work from the
above section so it will be
automatically detected from these days
and a lump sum allowance will be
automatically added to you if you use a
public transport you can provide the
transportation costs in this Action Now
obviously if you had multiple residences
in a year you can provide that in an
additional entry so let's say in the
first six months you had an address a
you provide this address in this section
if you had HSP in the next six months
you could provide this information here
same goes if you change your work and it
was at another address or another city
you could provide multiple entries and
give the information that is specific to
the home address and the work address
within that specific time frame in the
next section we can provide additional
costs for example any Child Benefits
home related expenses workshops or
seminars that you have attended if you
have a separate workroom you can add
those costs Additionally you can provide
work related relocation information
business travel if you have multiple
households any donations and membership
fees that you're paying other types of
insurances medical costs disability
costs Private health insurance and
statutory health insurance information
in these sections for example if you
have a separate work room you need to
check if you fulfill the following
criteria if that sounds good simply
click add it now here you can provide
the details of size of the office room
size of the residency portion of the
room then different types of course for
example maintenance costs in terms of
rent in terms of Building Maintenance in
terms of electricity and garbage Etc
then you can provide any equipment cost
for example bookcase desk chair shelf
lamp other furniture all of this
information can be provided in this
section many of these expenses might not
apply for you so remember to only select
the options or the expenses that are
applicable for you if none of the
additional costs are applicable for you
you can skip additional cost in our case
we are going to skip additional cost in
the final section we have to provide the
data for the tax office where should the
tax office transfer your return now this
can be the same person that is doing the
tax accident or another account write
down the name and IBN number the Swift
and the financial institution will
automatically be populated next we'll
have to provide our 11 digit tax ID
number if you have a tax number in a
different format click this option and
provide the tax number here next we are
going to provide our telephone number so
that the tax office might be able to
reach us here if you have any additional
information here you can mention any
information expenses or income you want
the tax office to take into account
which has not already been mentioned in
the previous sections next we go to the
summary if there are any errors make
sure that you go to that specific
section and fix that error so that there
are no problems with the tax office if
there are no issues this is where we
will get our approximated tax return
amount this will be returned
approximately within three to ten weeks
up till this point there is no fee from
Moon attacks but if you want to submit
your tax return you will have to click
on continue to payment where you will be
asked to provide payment to owner tax
once the payment is done then window tax
will send your tax return to the finance
armed automatically filing a tax return
is only worth it if you optimize your
taxes in this video I share exactly how
to do that so thanks for watching black
vision and I'll see you in this video
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