SteuerGo FAQs

When is it worthwhile to lodge an objection to the tax assessment notice?

If you are financially disadvantaged by your tax assessment, you can lodge an appeal. This is particularly worthwhile if the tax office has not recognised certain costs or if there are calculation errors. Below, you will find out in which cases an appeal is advisable and what you should pay attention to.

When is it worth appealing against the tax assessment?

An appeal against the tax assessment is worthwhile if you are financially disadvantaged by the decision. Common reasons for this are:

• Forgotten expenses: You did not include certain costs (e.g. work-related expenses or special expenses) in your tax return and wish to correct this retrospectively.
• Unrecognised work-related expenses: The tax office has not taken into account, for example, travel expenses, costs for a home office or work materials.
• Unconsidered household-related services: Expenses for craftsmen's services or domestic help were not recognised.
• Unapplied taxpayer-friendly rulings: The tax office has not considered current rulings or administrative instructions that could lead to more favourable taxation.
• Incorrect calculation: There may also be calculation errors by the tax office that lead to a higher tax burden.

Tip: Check the “Explanations of the assessment” carefully

Pay particular attention to the “Explanations of the assessment” in the tax assessment. This section is located below the calculation and contains detailed information on why the tax office has not recognised certain work-related expenses or special expenses.

If the reasons are unclear or contradictory, it may be worthwhile to contact the tax office directly. Often, discrepancies can be clarified in a short phone call without the need to formally lodge an appeal.

Conclusion: Carefully consider an appeal against the tax assessment

An appeal against the tax assessment can be financially worthwhile if there are justified objections. Therefore, check the assessment carefully, especially the explanations of the assessment. In case of doubt, a call to the tax office or advice from a tax advisor can help.