Plan overview
A practical route from checking your situation and collecting documents to completing the return in ELSTER and choosing help for complex cases.
What to do step by step
- 1
Determine your situation
Check whether you need to file a return and note all income types and circumstances for the tax year.
- 2
Collect annual information
Prepare annual certificates from your employer and clarify which tax numbers you need to complete the return.
- 3
Separate special income and events
Review a year of moving, foreign income, remote work, investment income, crypto transactions and online sales separately.
Articles for this step
Taxes in Germany in the Year of Relocation: What Income to Report on Your Tax Return Remote work for a foreign company from Germany: taxes, insurance, and registration Abgeltungssteuer in Germany: tax on interest, dividends, and ETFs in 2026 Cryptocurrency in Germany: Taxes, Purchasing, and Secure Storage in 2026 Selling Items Online in Germany: When Taxes and a Business License Apply - 4
Collect proof of work-related expenses
Make a list of work-related expenses, including travel, working from home and a second home, if they apply to your situation.
Articles for this step
Werbungskosten in Germany: Which Work Expenses You Can Deduct from Taxes How to Claim Your Commute to Work on Your German Taxes: Pendlerpauschale and Werbungskosten Home Office in Germany: how to claim work-from-home expenses on your tax return Doppelte Haushaltsführung: Tax Deduction for Maintaining Two Households in Germany - 5
Check other expenses
Assess insurance contributions and support for relatives separately so you do not mix them with work-related expenses.
- 6
Complete the return in ELSTER
Register, select the return and add only the sections that match your income and expenses.
Articles for this step
How to File a Tax Return via ELSTER in Germany - 7
Check the information before submitting
Compare entered amounts with annual documents, check service warnings and keep supporting evidence.
- 8
Choose help for a complex case
If your situation is more than ordinary salary and standard expenses, compare filing yourself with help from an authorised specialist.
Articles for this step
Who Can Help with Your Tax Return in Germany
Important notes
- Check the deadline that applies to your specific tax year and filing method.
- Do not leave income from another country unchecked.
- Keep certificates from every employer for the year.
- Set up access to ELSTER in advance if you are filing yourself.
Common mistakes
- Count the round trip
- Claim incompatible expenses for the same day
- Confuse tax class with the annual final amount
- Do not report foreign income because tax was withheld abroad