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Checklist
Here you will find a list of key documents, which you should
have to prepare your tax return for consideration.
Of course we can not cover all eventualities. The required
documents on the case can always be supplied.
Proof of income
• income tax certificate (s)
• Unemployment
• Sickness
• transitional
• Bankruptcy compensation payment
• severance / termination contract
• pension decisions / Rentenanpassungsmitteillungen /
pension notices
• Rental income
• Interest and other capital receipts
Children
• childcare costs (contract, invoice, proof of payment)
• apprenticeship / student status / military / civilian
service certificate
• Personal income and salaries (eg, income tax certificate,
payslips, Bafög decision ...)
• Repeal of decisions on child benefit
• fees paid to the beneficiary schools
Special Editions
• preventive expenditures (health, life, accident, liability
insurance, care insurance)
• Contracts and certificates for private pensions (Riester and
basic pension)
• Donations / grants
• costs for their own professional training (attendance
certificate, invoice registration fee, etc.)
Exceptional costs
• Medical Expenses (dentures, glasses, travel, etc.)
• Funeral expenses / Divorce Costs
• Spa costs (check up on medical officer's certificate or
equivalent)
• maintenance of family members (proof of payment, proof of
personal income and withdrawals)
• Help in the household (proof illness, disability ...)
• ID card for people with disabilities
Advertising
• proof of travel
• membership of professional associations (unions)
• supporting documents / receipts for work equipment
• supporting documents / receipts for typical working
clothes
• The cost of work
• travel expenses, employer certificate, refunds
• Expenses for vocational training
• Application costs
• Twice the financial management (second homes and rental
payment certificates)
• Tax costs (eg contribution to the wage and income tax
assistance Ring Germany eV)
Other records, which are well worth it
• the previous year's tax / advance notice
• craft services and household services (invoice, proof of
payment)
• Plant VL (Capital Benefits)
• Request housing premium
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