Filing a tax return

With the tax return, individuals, companies and associations notify the tax office of all facts required for tax determination. The tax laws determine who is obliged to file a tax return.

Onlineantrag und Formulare

Hinweis: Sobald Sie eine Postleitzahl oder einen Ort angegeben haben, können wir Ihnen an dieser Stelle den Onlineantrag und die Formulare der zuständigen Stelle anzeigen. Ort angeben

Zuständige Stelle

Tax office

Hinweis: Sobald Sie eine Postleitzahl oder einen Ort angegeben haben, können wir Ihnen an dieser Stelle weitere Informationen zu der für Sie zuständigen Stelle anzeigen. Ort angeben
Warum soll ich einen Ort angeben?
Mit Hilfe der Ortsangabe können wir die für Sie passenden Informationen, Formulare, Dienste und Ihre zuständige Stelle anzeigen.
Welchen Ort soll ich angeben?
Zum Beispiel Ihren Wohnort, wenn Sie einen Reisepass beantragen wollen oder den Unternehmensstandort, wenn Sie ein Gewerbe anmelden möchten.

Service details

Procedure

The tax administration recommends that you submit your tax return electronically. You can use the free online portal "My ELSTER" at www.elster.de for this purpose. Providers of commercial or freely available tax software have also integrated ELSTER.

  • By retrieving documents (pre-filled tax return), you can transfer information that is already available electronically to the tax office directly into your income tax return.
  • You can retrieve tax return forms online in the Federal Government's form management system. You can obtain paper forms from your tax office.
Important: Entrepreneurs and businesses are obliged to submit their tax returns electronically.

Required documents

In general, you are no longer required to submit supporting documents together with your tax return. If individual certificates or supporting documents are necessary for processing the tax return, the tax office will request them separately.

Important: Please keep your receipts for possible queries by the tax office.

Instructions for completing the tax return:
  • Enter your data in the individual fields provided on the tax return.
  • Provide complete, specific and meaningful information, e.g.
    • "Kinderdorf e.V. (06/2019) EUR 250" rather than "Donation EUR 250"
    • "Physician’s convention Berlin (16.-18.05.2019), participation fee EUR 700" rather than "Further training EUR 700"
    • "Labor costs for repair of heating system 10.10.2019 (Heizungsbau GmbH) EUR 800 Euro" rather than "repairs EUR 800"
    • "Dental treatment 12/16/2019 (Dr. med. dent. Hans Mayer) EUR 1,500" rather than "Medical expenses EUR 1,500"
  • Specify individual items and use the optional breakdown options provided for the individual key parameters (so-called multiple line indices) in the electronic tax return.

Deadlines

  • Basically, by July 31 of the following year
  • If prepared by a tax advisor or income tax assistance association: by the end of February of the second following year.
Tip: If you are not obliged to file a tax return, you can voluntarily file an income tax return by December 31 of the fourth following calendar year (so-called assessment by application). For example, the income tax return for 2016 can be filed until December 31, 2020.

Legal basis

Release note

Saxon State Ministry of Finance. 04.06.2020