Yearly Tax Filing – Employees
This page lists the requirements for employees filing yearly taxes.
Common Data & Documents
| Field | Type | Required | Description |
|---|---|---|---|
| Tax Year | Number | Yes | The year for which taxes are filed |
| Applicant Name | Text | Yes | Name of the individual/company |
| Address | Text | Yes | Current residential or business address |
| Date of Birth | Date | Yes | Date of birth of applicant |
| Tax Identification Number | Text | Yes | National tax ID or Steuernummer |
| Marital Status | Text | Yes | Marital status (single, married, etc.) |
| Bank Account Details | Text | Yes | IBAN/BIC for refunds or payments |
| Children Information | Text | Yes | Names and birthdates of children |
| Health Insurance Details | Text | Yes | Provider and policy number |
| Supporting Documents | File | No | Additional supporting documents |
| Contact Email | Text | Yes | Email for correspondence |
Employee-Specific Documents & Data
| Field | Type | Required | Description |
|---|---|---|---|
| Income Statement (Lohnsteuerbescheinigung) | File | Yes | Annual income statement from employer |
| Employment Contract | File | No | Copy of employment contract |
| Receipts for Work Expenses | File | No | Proof of work-related expenses |
| Receipts for Commuting Costs | File | No | Proof of travel to work |
| Supporting Documents | File | No | Additional supporting documents |
Notes
- All required fields must be completed for submission.
- Supporting documents can include receipts, investment proofs, etc.