Checklist for Your Tax Return
In order for us to prepare your income tax return optimally, we require various documents from you. This list gives you an overview of the most important documents.
Note: This list is not exhaustive and cannot replace personal tax advice.
1. Wage Tax Certificates
- Wage tax certificates from all employers
- Certificates for wage replacement benefits
- Annual statement for mini-jobs
2. Pension Notices
- Pension notices from statutory pension insurance
- Certificates from company pension schemes
- Certificates for taxable pension income
3. Capital Income
- Annual tax certificates from banks
- Tax certificates for capital gains
- Certificates when allowances are exceeded
4. Rental and Leasing
- Rental agreements and rent increases
- Previous year's tax return annexes
- Purchase contracts for real estate
- Notary and agent costs
- Evidence of loan interest
- Evidence of ancillary costs and maintenance
5. Advance Lump Sums
- Advance lump sum certificates
- Company shares and participations
6. Marital Status
- Marriage certificate
- Divorce decree with legal force notation
- Date of separation
- Birth certificates of children
- Death certificates
7. Children over 18 Years
- Training certificates
- Certificates for voluntary services
- Evidence of military/civilian service interruptions
8. Maintenance Payments
- Maintenance agreements
- Payment receipts
- Tax identification number of the recipient
9. Unemployment/Illness
- Certificates for unemployment benefit
- Sickness benefit certificates
- Parental allowance certificates
10. Change of Workplace
- Confirmations of change of workplace
- Relocation cost receipts
- Double household management
11. Professional Pension Schemes
- Membership certificates
- Contribution receipts
12. Employment Expenses
- Travel costs to work
- Further training costs
- Work equipment receipts
- Professional literature
- Application costs
13. Insurance
- Health insurance contributions
- Long-term care insurance contributions
- Private retirement provision (Riester, Rürup)
- Liability insurance
14. Tax Advisory Costs
- Invoices for tax advice
- Membership fees for wage tax assistance associations
- Costs for tax software
15. Donations
- Donation receipts
- Membership fees for clubs
- Church tax certificates
16. Disability Lump Sum
- Severely disabled person's pass
- Notices on degree of disability
- Care level certificates
17. Childcare
- Invoices for kindergarten/day care
- Receipts for childminder/babysitter
- Evidence of au-pair costs
18. Extraordinary Burdens
- Doctor and dentist costs
- Prescription costs and medication
- Costs for glasses/hearing aid
- Spa and rehabilitation costs
19. Household-Related Services
- Invoices for cleaning staff
- Gardening receipts
- Craftsman services
- Caretaker costs
20. Other Evidence
- Advance payment notices
- Assessment notices from the previous year
- Notices on tax refunds
- Powers of attorney for wage tax assistance associations
Important Tips
📋 Completeness
The more complete your documents are, the better we can maximise your tax savings.
📅 Collect in Good Time
Start collecting receipts for the past tax year as early as January.
🗂️ Stay Organised
Sort your receipts by category – this makes processing considerably easier.
💡 Ask If Unsure
Unsure about a receipt? Bring it with you – we will check whether it is tax-relevant.
Arrange a Consultation Appointment
Do you have all your documents together? Then arrange an appointment for your tax consultation now.