Consultation Checklist

Checklist for your annual tax return
Receipts and records to be submitted to the German IRS

To fill out the form please download the Tax Receipts Checklist.

I. General

  • Bank details
  • Forms of tax assessment
  • Advance tax payments
  • Religous denomination
  • Changes in marital status
  • Tax number and personal ID No.
  • Last tax statement
  • Splitting or basic rate, etc.

II. Employment, wage replacement benefits and income-related costs

  • Annual electronic income tax statement(s)
  • Severance pay
  • Partial retirement
  • Records of wage replacement benefits, such as unemployment benefits (ALG I), short-time work, insolvency benefits, sick pay, etc.
  • Records of other work-related expenses
  • Records of periods without employment
  • Foreign income
  • Professional associations
  • Work equipment
  • Specialist literature
  • Business trips
  • Work errands
  • Business travel
  • Job applications
  • Tax counseling
  • Computer equipment
  • Maintenance of two households
  • Continuing education
  • Capital investment benefit records for a savings bonus
  • Determining the distance to the workplace, etc.

III. Insurance, special expenses, pension expenses

  • Life insurance
  • Private annuity / social insurance
  • Accident insurance
  • Private health insurance
  • Private long-term care insurance
  • Private liability insurance
  • Car insurance
  • Pet owner liability insurance
  • Other insurance
  • Matrimonial maintenance
  • Annual certificates of savings for Riester and Rürup pensions
  • Tuition fees, vocational training fees, etc.

IV. Donations

  • For non-profit or charitable organizations and political parties
    – please include donation receipts and proof of payment –

V. Extraordinary expenses

  • Proof of a physical disability
  • Support for indigent persons
  • Employment of domestic help
  • Lawyer and court costs
  • Own expenditures for medical care
  • Medical expenses, medicine, optician, convalescent care, care services
  • Household and maintenance services, moving costs, etc.
    Please include invoices and proof of payment e.g. the service charge bill of the landlord

VI. Children

  • Birth certificate
  • Education and training certificates
  • Personal income of the child
  • Childcare and school fees
    – Please include invoices and proof of payment –

VII. Pension and retirement income

  • Recent pension records, effective date of pensions

VIII. Capital assets, income from rent and lease

  • Business comparison of revenue and expenditure
  • Annual tax statements of financial institutions, etc.
  • Interest credit, etc.
  • Revenue and expenditure records for rented apartments or houses