List of documents that might be needed for an individual tax declaration:

 

 

  1. Wage Tax Statement (Lohnsteuerbescheinung), Tax card (Lohnsteuerkarte), if applicable, from you and your spouse; both have to sign the tax declaration.
  2. Riester Pension:
    • certificate of insurance company
    • social security number
  3. Certificate of your employer about the number of days, you worked;
    in case of different workplaces how long each day (8/14/or 24 hours a day) was
    and the release.
  4. Receipt about your professional outlays:
    • travelling expenses to your work
    • business clothes
    • union contribution
    • expenses for a second household caused by your job
      (rent, lighting, additional costs and homeward voyages)
    • contract of employment (if temporary)
    • tax service costs
  5. Receipt of further education, moving expenses caused by your job
  6. Certificate about unemployment relief, unemployment assistence,
    sickness cash benefit, maternity allowance, parents money
  7. Special deductions:
    • deferred insurance
    • training costs
    • tax deductible contributions or donations
  8. Exceptionally charges:
    • costs of divorce
    • costs of dentist, doctor
    • costs of funeral (in case of death in your family)
    • maintenance declaration
    • receipts of alimony payment
  9. Physical disability certificate (also of your children)
  10. Pension approval certificate of the last 2 years, if necessary also of your spouse.
  11. Shares and securities, certificate of your bank about income received under deduction of tax.
  12. In case of letting:
    rent-roll, costs of acquisitation, interest, real estate tax, rent allowance
    of the last 2 years
  13. Invoices and payment certificates (wire or check payment only) of craftsmen, house hold services, medical care and housing ancillary expenses (if applicable).
  14. Receipts of all other earnings/losses - speculation, you think that may be necessary.