Titel: Checkliste | Steuererklärung Englisch V22-1
Beschreibung:
Schlagwörter: Checkliste Steuer englisch Steuercheckliste ALTBAYERISCHER Lohnsteuerhilfeverein e.V. • www.altbayerischer.de For the first consultation Tax assessment and tax return for the previous year Copy of official ID card (with spouses, for both partners) CHECKLIST | TAX DECLARATION V22-1 Income Employment tax statement, Registered Retirement Savings Plan Proof of Unemployment, parental or short-time working allowances sickness allowance, maternity allowance For pensioners (such as retirement, invalidity, widow, company and private pensions) for the first receipt of pension: the notice of one’s pension allowance annual pension certificate Capital income (tax assessment, income statement) Investment funds (tax certificate, income statement for foreign custody accounts, advance flat rate) Foreign and other income (such as from pensions, leasing, investment income, crypto currency) Rental income Rent, other expenses (such as rental contract, statement of other expenses from property management) Purchase contract, notary costs, agent fee, land transfer tax Construction and repair bills Interest certificate for loans Special depreciation according to Section 7b (see extra checklist), monument Professional expenses Trips from home - to workplace distance in kilometres, number of trips, Job ticket collective transport (such as plant bus) with high mileage (such as TÜV report, ASU, inspection invoices with mileage) Car accident costs Company car (logbook, additional payments such as fuel as required) Union fees Work equipment (such as computers, tools, work clothes, literature) Study and/or home office flat rate, telephone-, internet costs Training costs (such as study costs, technician, expert courses minus directly assigned subsidies, such as Bafög) Application fees (such as travel expenses, office supplies) Relocation costs due to work-based move minus taxfree compensation Accident and occupational legal protection insurance Tax consulting fees (such as membership fee, tax declaration assistance society) Winter employment allocationv External activities (such as travel-, accommodation costs, additional expenses for meals minus tax-free replacement, provision of meals) Second home (such as rent, utility costs, necessary household items, second home tax minus tax-free compensation) Energy-based renovation Expenses for energy-based renovation of own home (older than 10 years) (such as thermal insulation, heating system, windows and doors) Certificate from specialist company/energy consultant Exclamation-circle Public subsidies/reconstruction loan corporation loan Arrow-Circle-Right No funding Housing-related services Craftsmen's bills (only wages) Ancillary costs (such as chimney sweep, caretaker) Costs for help in own household Exclamation-circle Public subsidies/reconstruction loan corporation loan Arrow-Circle-Right No funding Special expenses Riester-, Rürup retirement plan (grant-aided pension plans) Payment to German or foreign statutory pension funds Insurance contributions (such as private health-, care-, life-, liability-, vehicle insurance) Donation certificates Church tax refund/arrears payment Extraordinary costs Proof of disability (such as disability card, certificate from the social security office, pension certificate for accident pension) Expenditure for nursing and care services (in household) minus subsidy (such as attendance allowance/ sick pay/non-cash allowance etc.) Medical expenses (such as drugs, dental, glasses, hospitalisation, spa/medical practitioner) Travel expenses to doctors (quantity and km) Funeral expenses, existential legal proceedings Maintenance payments for children, ex-husband/ ex-wife, parents, grandparents, life partner Health and nursing insurance contributions (KV/PV contributions) for dependent persons Home costs, costs for domestic help Children Up to 14 years: Childcare costs (such as fees for crèches, babysitters, nannies) Up to 18 years: Training and apprenticeship contracts, matriculation certificate Training allowance with external accommodation School fees (such as private school, geriatric nursing college) Employment tax statement, KV/PV contributions Proof for single parents Tax Identification number (if available)
Download
Beschreibung:
Schlagwörter: Checkliste Steuer englisch Steuercheckliste ALTBAYERISCHER Lohnsteuerhilfeverein e.V. • www.altbayerischer.de For the first consultation Tax assessment and tax return for the previous year Copy of official ID card (with spouses, for both partners) CHECKLIST | TAX DECLARATION V22-1 Income Employment tax statement, Registered Retirement Savings Plan Proof of Unemployment, parental or short-time working allowances sickness allowance, maternity allowance For pensioners (such as retirement, invalidity, widow, company and private pensions) for the first receipt of pension: the notice of one’s pension allowance annual pension certificate Capital income (tax assessment, income statement) Investment funds (tax certificate, income statement for foreign custody accounts, advance flat rate) Foreign and other income (such as from pensions, leasing, investment income, crypto currency) Rental income Rent, other expenses (such as rental contract, statement of other expenses from property management) Purchase contract, notary costs, agent fee, land transfer tax Construction and repair bills Interest certificate for loans Special depreciation according to Section 7b (see extra checklist), monument Professional expenses Trips from home - to workplace distance in kilometres, number of trips, Job ticket collective transport (such as plant bus) with high mileage (such as TÜV report, ASU, inspection invoices with mileage) Car accident costs Company car (logbook, additional payments such as fuel as required) Union fees Work equipment (such as computers, tools, work clothes, literature) Study and/or home office flat rate, telephone-, internet costs Training costs (such as study costs, technician, expert courses minus directly assigned subsidies, such as Bafög) Application fees (such as travel expenses, office supplies) Relocation costs due to work-based move minus taxfree compensation Accident and occupational legal protection insurance Tax consulting fees (such as membership fee, tax declaration assistance society) Winter employment allocationv External activities (such as travel-, accommodation costs, additional expenses for meals minus tax-free replacement, provision of meals) Second home (such as rent, utility costs, necessary household items, second home tax minus tax-free compensation) Energy-based renovation Expenses for energy-based renovation of own home (older than 10 years) (such as thermal insulation, heating system, windows and doors) Certificate from specialist company/energy consultant Exclamation-circle Public subsidies/reconstruction loan corporation loan Arrow-Circle-Right No funding Housing-related services Craftsmen's bills (only wages) Ancillary costs (such as chimney sweep, caretaker) Costs for help in own household Exclamation-circle Public subsidies/reconstruction loan corporation loan Arrow-Circle-Right No funding Special expenses Riester-, Rürup retirement plan (grant-aided pension plans) Payment to German or foreign statutory pension funds Insurance contributions (such as private health-, care-, life-, liability-, vehicle insurance) Donation certificates Church tax refund/arrears payment Extraordinary costs Proof of disability (such as disability card, certificate from the social security office, pension certificate for accident pension) Expenditure for nursing and care services (in household) minus subsidy (such as attendance allowance/ sick pay/non-cash allowance etc.) Medical expenses (such as drugs, dental, glasses, hospitalisation, spa/medical practitioner) Travel expenses to doctors (quantity and km) Funeral expenses, existential legal proceedings Maintenance payments for children, ex-husband/ ex-wife, parents, grandparents, life partner Health and nursing insurance contributions (KV/PV contributions) for dependent persons Home costs, costs for domestic help Children Up to 14 years: Childcare costs (such as fees for crèches, babysitters, nannies) Up to 18 years: Training and apprenticeship contracts, matriculation certificate Training allowance with external accommodation School fees (such as private school, geriatric nursing college) Employment tax statement, KV/PV contributions Proof for single parents Tax Identification number (if available)
Download
