Plan overview
A sequence for preparing and filing a tax return after permanently leaving Germany: from collecting certificates to submitting it and choosing help for complex cases.
What to do step by step
- 1
Determine what to include for the year you leave
Refer to the tax return overview and include it in your overall plan for wrapping up matters before leaving.
- 2
Gather salary and deduction certificates
Prepare all Lohnsteuerbescheinigung for the tax year and check their details before completing the form.
- 3
Gather proof of expenses
Separate work-related expenses and insurance contributions that may apply to your return from personal spending.
- 4
Check pension matters when leaving
If your situation involves pension contributions or plans to receive payments abroad, review this area separately.
Articles for this step
Germany’s Pension System: State Pension, bAV, Rürup, Riester, and Private Plans - 5
Complete, check, and submit the return
Register or sign in to Mein ELSTER, enter the prepared information, validate the form, and submit it.
Articles for this step
How to File a Tax Return via ELSTER in Germany - 6
Choose suitable help if your case is complex
For unusual income, international circumstances, or a dispute with the Finanzamt, assess whether help from an authorised professional is needed.
Important notes
- Filing may be useful even when it is not mandatory, including after moving.
- If you had several employers, prepare a separate certificate from each one.
- Complex circumstances require an individual assessment before filing.
Common mistakes
- Applying this scenario to a temporary departure
- Treating a deduction as a direct refund
- Filing a complex return alone without checking