Check your tax assessment notice: Why it's worth taking a closer look
Even though much of the process is automated, your tax assessment notice from the tax office may contain errors. Therefore, it is worth checking it carefully – otherwise, you could lose money.
What does the tax assessment notice indicate?
Whether you receive a refund or need to pay additional taxes can be found in the "Assessment" section.
There you should check:
- Are the amounts for income tax, church tax, and solidarity surcharge correct?
- Do they match your entries in the tax return?
Step 1: Check personal data
Before looking at the figures, first check your personal data:
- Name and address
- Tax ID or tax number
- Bank details
→ Even a small typing error can result in a refund not reaching your account.
Step 2: Compare tax calculation
Then check the actual calculation:
- Were your details correctly transferred?
- Are there any discrepancies or amounts removed?
→ Pay particular attention to whether costs (e.g. work-related expenses) have been fully taken into account.
Why is this important?
- Errors occur repeatedly
- Not all details are automatically transferred
- You could lose money if you do not check the notice
In short
Always check your tax assessment notice in two steps:
1. Check personal data
2. Compare calculation
This ensures that everything is correct and you do not miss out on a refund.
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