If you’ve chosen the Expert Service, your tax advisor will need specific documents from you to prepare your tax return. In your personal tasks within the Taxfix app, you’ll always see which documents are required. Simply upload the documents listed in the task overview directly in the app.
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The annual payslip (Lohnsteuerbescheinigung) is mandatory.
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Income such as pensions, investment income, or cryptocurrency gains must also be documented.
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The more complete your documents, the more accurate your tax calculation will be.
🚀 Your Guide
- Which Documents Are Required?
- Where Can I See What’s Needed?
- Why Is the Annual Payslip So Important?
- What If I Haven’t Received the Payslip?
- How Do I Approve My Tax Return in the App?
Which Documents Are Required?
The following documents are especially important so your tax advisor can correctly prepare and submit your tax return to the tax office:
- 📄 Annual payslip (Lohnsteuerbescheinigung) (mandatory)
- 💶 Wage replacement benefits (e.g. sickness, parental, or short-time work allowance)
- 📈 Investment income (e.g. interest and dividends)
- 🔐 Cryptocurrency earnings
- 🧓 Pension statements
- 🌍 Foreign income
💡 Tip: Upload all documents listed in your personal tasks. The more data your tax advisor has, the more accurate your return will be.
Where Can I See What’s Needed?
All relevant documents are listed in your task overview in the Taxfix app. This list is personalized based on your situation.
Why Is the Annual Payslip So Important?
The annual payslip is a key document for your tax return. Without it, your tax advisor cannot submit your return to the tax office.
Although your employer transmits wage data directly to the tax office, this information won’t appear in our app unless you upload the payslip. As a result, your preliminary tax result may be inaccurate.
What If I Haven’t Received the Payslip?
You usually receive your annual payslip by the end of February of the following year.
If you left your employer mid-year, the payslip is typically provided at the end of your employment.
📬 If you haven’t received it, contact your employer’s HR department directly.
How Do I Approve My Tax Return in the App?
Once your tax advisor has prepared your return, you’ll be notified via email.
Here's how to approve it:
- Open the Taxfix app and review your completed tax return.
- Carefully read the notes and summary from your tax advisor.
- If everything looks good, tap “Looks good”.
- Finally, confirm with “Submit tax return”.
❓ Have a question? Tap “Something’s not right” to request a revision.
🚀 Fill out the simple question-answer flow - we'll take care of the rest!
Still have questions?
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