Tax return checklist: What you need

Tax return checklist: What you need

Certain documents and data are essential for the annual tax return. Whether you contact a tax advisor or submit the return to the tax office yourself, preparation is crucial. A checklist can ensure you have all the necessary documents on hand to avoid missing out on potential financial benefits.

To begin with, you must be able to identify yourself, for example with a passport or ID card. Providing your tax identification number is also required in order to assign your data to the tax office. Additionally, you should keep bank statements to show receipts for certain expenses. The income tax notice from the previous year and the advance payment notice with tax identification number and tax number are also important documents.

It is recommended to keep rental receipts for the study or office and include them in the tax return. Income tax certificates are also required in order to submit a proper return. Keeping receipts for business expenses, special expenses and extraordinary charges can help you receive financial repayments and reduce your tax burden.

It is advisable to prepare for your tax return in good time by collecting and organizing all the necessary documents. With a detailed checklist you can ensure that you don't forget anything and that you can file your tax return without any problems. This creates the basis for correct and potentially advantageous billing with the tax office.