Category: General

 Submission Form U

Are you divorced or permanently separated and wish to deduct maintenance payments as special expenses? Use this letter to submit the necessary Form U to the tax office.

 Submission Application for homeowner's allowance

Would you like to benefit from the homeowner's allowance? The homeowner's allowance is still granted for the full funding period if the notarial purchase contract was certified or the building application for a new apartment was submitted before 01.01.2006. Submit the application with this letter.

 Submission of the income tax return in paper form

You are required to submit your income tax return electronically, but are unable to do so? With this letter, you can apply for an exemption to submit your tax return in paper form.

 Submission of the net income method in paper form

Are you required to submit your net income method electronically but are unable to do so? You can use this letter to apply for an exemption to submit the EÜR in paper form.

 Submission of the separate determination in paper form

Are you required to submit your declaration for separate determination electronically but are unable to do so? You can use this letter to apply for an exemption to submit the determination in paper form.

 Submission of the trade tax return in paper form

Are you required to submit your business tax return electronically but are unable to do so? With this letter, you can apply for an exemption to submit the tax return in paper form.

 Submission of the VAT return in paper form

Are you required to submit your VAT return electronically but are unable to do so? With this letter, you can apply for an exemption to submit the tax return in paper form.

 Submission of the summary notification in paper form

Are you required to submit your summary report electronically but are unable to do so? You can use this letter to apply for an exemption to submit the report in paper form.

 Submission Income tax return

Have you completed your tax return and would like to submit it now? With this letter, you submit the tax return and supplementary documents to the tax office.

 Submission Income tax return via ELSTER

Have you submitted your tax return via ELSTER and now wish to submit the documents? Use this letter to submit the compressed tax return and additional documents to the tax office.

 Submission Income tax return via ELSTER and Form N-Gre

Have you submitted your tax return via ELSTER and are working in France, Austria or Switzerland? If you are classified as a cross-border commuter under the double taxation agreements, please submit the compressed tax return, the N-Gre form and additional documents to the tax office with this letter.

 Difference Loss recognition

The details in your income tax notice do not match the loss carryforward or loss carryback from a determination notice? Use this letter to file an objection and refer to the relevant determination notice.

 Inspection of files

Would you like to inspect the tax files at the tax office? Use this letter to apply for access to the files.

 Notice for submission to the tax office

Do you need information from your pension insurance provider for your tax return, such as the pension amount and pension adjustment amount? Use this letter to request them.

 Deadline extension request

Have you received a submission deadline or a request to submit your income tax return from the tax office and cannot meet the deadline? Use this letter to apply for an extension.

 Offsetting declaration

Your tax assessment shows a tax refund, and payments to the tax office are due soon? With this letter, you can have the refund offset against the liabilities.

 Withdrawal of the review reservation

The external audit by the tax office has been carried out and is complete? With this letter, you are requesting the withdrawal of the reservation of review for the affected tax assessments.

Sie haben einen Angestellten, der bei Ihnen z.B. im Haushalt oder Garten geringfügig beschäftigt ist? Mit diesem Schreiben kommen Sie Ihrer Pflicht nach, über eine mögliche Teilnahme an der gesetzlichen Rentenversicherung zu informieren.

 Information for payrolls

Is an issue in the monthly payroll particularly complex, or can you not find sufficient professional literature to ensure that matters are correctly represented in each case? With this letter, you request information from the tax office.

 Change of address

Have you moved and have a new address? Use this letter to inform the tax office of your new address.

 Change of bank account information

Have you changed banks or opened a new account? Use this letter to inform the tax office of your new bank details.

 Correction of the submitted tax return

Have you discovered an error in a tax return you submitted? Use this letter to request a correction of the tax return at the tax office.

 Correction of submitted documents

Have you noticed an error in the documents you submitted? Use this letter to amend or supplement the documents at the tax office.

 Notice on direct insurance contributions

Do you have a direct insurance policy and the health insurance contributions on it have been recalculated? Use this letter to apply to your health insurance company for a notice against which an appeal can be lodged.

 Confirmation of verbal information

You received verbal information from a tax office clerk and would like to have it confirmed? Use this letter to request written confirmation of the statements from the tax office.

 Supervisory complaint

Do you think that an official at your tax office has not behaved correctly? You can use this letter to lodge a so-called official complaint.

 Internal receipt

Are you missing a payment receipt or did not receive one? Use this letter to create a substitute receipt for the tax office.

 Restriction of the objection

You have lodged an objection to your tax assessment notice with the tax office that was too extensive? Use this letter to limit the objection.

 Objection to the examination order

Have you received an audit order from the tax office that you do not understand? Use this letter to file an objection if the audit order lacks a justification or if the matter can be clarified on site.

 Objection to the provision of security

The tax office is requesting a security deposit as part of an application for a deadline extension, even though you are solvent? Use this letter to lodge an objection against the security deposit.

 Appeal against penalty

You have not yet submitted your tax return or have only recently done so, and the tax office has imposed a penalty? Use this letter to lodge an objection and request the cancellation of the penalty.

 Increase in advance payments

Have your personal circumstances changed, resulting in an increase in your income? Use this letter to apply for an increase in your advance payments to avoid high back payments.

 Increase in advance payments due to divorce

Are you divorced and would like to increase advance tax payments to avoid high back payments? Use this letter to provide the tax office with all the necessary information.

 Increase in advance payments due to death of a partner

Your partner has passed away and you would like to increase the advance tax payments to avoid high back payments? With this letter, you provide the tax office with all the necessary information.

 Remission of taxation bases

Are you unable to pay your tax debt due to an unforeseen financial hardship? Use this letter to explain the situation to the tax office and apply for a waiver of tax assessment bases.

 Renewed submission of income tax return

You have already submitted your tax return via ELSTER and accidentally selected the wrong type of assessment. With this letter, you are resubmitting the compressed tax return and ask your tax office to make the necessary corrections.

 Reduction of advance payments

Have your personal circumstances changed, resulting in a decrease in your income? Use this letter to apply for a reduction in your advance payments to avoid high back payments.

 Reduction advances due to marriage

Have you married and would like to reduce advance tax payments by applying the splitting table to avoid high tax refunds later? Use this letter to provide the tax office with all the necessary information.

 Reduction advances for leaving the church

Have you left the church and would like to reduce advance tax payments to avoid high tax refunds later? Use this letter to provide the tax office with all the necessary information.

 Expenses not recognized by mistake

Have you noticed missing expenses in a tax return you submitted? Use this letter to request a correction of the tax return at the tax office.

Wenn Sie mit Ihrem Finanzamt per E-Mail kommunizieren, sind diese nicht verschlüsselt. Mit diesem Schreiben teilen Sie dem Finanzamt Ihr Einverständnis gemäß § 30 Absatz 4 Nr. 3 Abgabenordnung hierzu mit.

 Request Processing status

You submitted your income tax return some time ago and have not yet received a response from the tax office? Use this letter to enquire about the processing status.

 Subsequent submission of requested supporting documents

Has the tax office requested additional documents for your income tax return? With this letter, you only need to add the requested documents.

 Subsequent submission of other documents

Has the tax office requested further documents regarding your income tax return? With this letter, you only need to add the requested documents.

 Online submission of income tax return via ELSTER

Our tax data was submitted to you using an electronic signature.

We are sending you additional attachments and documents.

 Withdrawal of the voluntary submitted tax return

Not required to submit an income tax return? You can use this letter to withdraw a submitted tax return.

 Withdrawal of the objection

After corresponding with your tax office, do you believe your objection has little chance of success? Use this letter to withdraw your objection. This saves the tax office from making a lengthy decision on the objection.

 Complaint about the supervision of property

Do you believe that a clerk has misjudged a situation? You can use this letter to file a supervisory complaint.

 Simple change

The tax office made a mistake in your tax assessment notice? You can either file an objection or use this letter to apply for a simple amendment.

 Complaint of failure to act

Many months have passed since the tax return was submitted to the tax office, and the tax office has not yet responded? If you don't know what else to do, you can use this letter to file an inactivity complaint.

 Documents for income tax return via ELSTER

Have you submitted your tax return via ELSTER and already submitted the signed compressed tax return? Use this letter to submit the supplementary documents to the tax office.

 Binding information

A particular issue in your tax return is complex, or you cannot find sufficient professional literature to ensure that matters are correctly represented? With this letter, you request information from the tax office. However, under the Annual Tax Act 2007, tax offices can charge fees for binding information provided to taxpayers. The fee for the information must be paid in advance and is based on the value of the matter, which the taxpayer must determine themselves. If the value cannot be determined, a fee of 50 Euro for each half hour or part thereof, with a minimum of 100 Euro, will be charged.

 Binding commitment in case of an external audit

An external audit has taken place, but a tax matter has not yet been fully clarified? Use this letter to request a binding clarification from the tax office.

 Postponement of the examination date

Has the tax office sent you an audit order including an audit date? Use this letter to request a postponement of the audit date and suggest a new date to the tax office.

 rescheduling of a site visit

The tax office has informed you of an on-site meeting as part of an audit? Use this letter to request a postponement of the on-site meeting and suggest a new date to the tax office.

 Insurance against expenditure without a receipt

An expense in your tax return was not recognised according to the tax assessment because a receipt is missing? With this letter, you confirm the amount of the costs to the tax office and the reasons for the missing receipt.

 Revocation of consent Form K

Have the child allowances been transferred to another parent using Form K? With this letter, you revoke your consent to the transfer of child allowances and allowances for care, education, or training needs at the tax office.

 Revocation of consent Form U

Are you divorced or permanently separated and have consented to the deduction of maintenance payments as special expenses with Form U? Use this letter to revoke your consent at the tax office.

 Allowance notice Home ownership allowance

Have you received an allowance notice for the homeowner's allowance with which you do not agree? Use this letter to file an objection.