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DE Income tax return · Document collection

by crosstax.online · version 6

Structured document collection for the German income tax return. Your documents are automatically read, checked and presented to your advisor.

5
Sections
15
Questions
5
Documents

Sections

  1. 1

    Personal situation

    Your name

    Email address

    Phone / mobile

    Residential address

    Tax year

    Marital status

    Number of children in the household

    Religious affiliation

    Did you have any secondary income in the tax year (fees, mini-job, etc.)?

    Confirmation

    Secondary-income documents (fee statements, mini-job certificate, etc.)

  2. 2

    Employment income

    Were you employed during the tax year?

    Employers & salary – please review

    Wage-tax certificate(s)

  3. 3

    Capital income

    Your bank relationships

  4. 4

    Pensions from abroad

    Do you receive a pension from abroad (e.g. Swiss OASI or pension fund)?

    Which country does the pension come from?

    Foreign pension statement(s)

  5. 5

    Special expenses

    Donation receipts

    Insurance certificates (health, pension, Riester, Rürup)