The tax offices store various data that is transmitted to them electronically by employers and insurance providers. You can automatically fetch this data to your tax return. This saves you time and effort and avoids errors when entering data. We explain the prefilled tax return step by step.

Step 1: Request tax office data for prefilled tax return 

You can easily apply for the prefilled tax return via the account menu 👤 in the Taxfix app or in the browser. 

Select the prefill data consent in your account and confirm your selection.

Enter your personal details:

💡 In the case of joint assessment, the prefilled tax return is always applied for both partners. To do this, you must select the option Request code for partner and enter the data for your partner.

🤓 Before submitting, you have the option to edit your data. Is everything correct? Then simply click on send request.

Your code for activating the prefilled tax return has now been requested. Please be patient for about two weeks until you receive your code by post. 

Step 2: Enter the activation code

As soon as you have requested the tax office data in the Taxfix app or in the browser, we will send your application to the tax authorities. Within one to two weeks, they will send you a personal activation code (Freischaltcode) that you need to access the data.

In the case of a joint assessment each partner will receive their own individual activation code in a separate letter from the tax office.

The activation code consists of twelve numbers and letters and is sent to you by post from the tax office. The letter names Taxfix as the applicant and informs you about the "authorisation for data retrieval" (“Berechtigung zum Datenabruf”). You will find the code on the last page of the letter:

Enter the activation code in the Taxfix app or in the browser and submit it to activate the prefilled tax return.

💡 There are two areas in the app where you can enter your code:

A) On the page with the overview of your tax cases, there is a blue field. You can enter your code there:

B) Or you can go to your account menu 👤, select the prefill data consent and click on enter code:

In both cases, the view with the field for your code will appear.

Enter it here and click on Submit code. This activates the retrieval of your data so that it is available to you in the app.

Step 3: The tax office data is ready

After entering the code, we retrieve your tax office data. As soon as it is available, we will inform you in the app and by email. A list of your retrieved tax office data will appear under View my data. 

Now you can get started!

Simply start processing your tax return. As soon as you reach a question for which tax office data is available, a notification appears above and with one click you are able to complete everything!

Select the button "Use prefill" to answer the question using the retrieved tax office data. 

You have the option of checking the relevant data separately for each relevant question. Simply tap on "Show more". 

For each prefilled question, you can decide separately whether you want to use the information or not. 

Last step: Complete the details, submit the data - and your tax return is ready!

Last but not least, don't forget: Enter any other information that the tax office does not have, such as your income-related expenses, medical expenses or expenses for the children. Once you have completed all categories, you can submit your tax return and sit back: The tax office will send you your tax statement in approximately 6 to 12 weeks.