If you are employed and receive a pension at the same time, you can use Taxfix. Please note, however, that we currently only cover statutory pensions in our app. Unfortunately, private pension income cannot yet be entered.
First, indicate in the category "About you" that you have "received wages / salary" in the tax year.
Then, the category "Job" will appear. There you will be asked for your payslip and can also enter your work-related expenses.
In the category "Income" you can now click on the answer option "Pension". Here you enter all the relevant data about your pension. Simply follow the course of the questions.
Expenses that you would like to claim in relation to your pension will be asked for when you enter your pension income in this category. Here you have the option of deducting a lump sum for income-related expenses for pensioners of €102.
Have you selected the Expert Service? Here's how to enter your pension and employment information:
In the "Your Tax Year" section, you can select multiple options. Simply choose "Salary/Wages" and "Pension."
Here, you can directly enter your work-related expenses.
Depending on the information you provide, new tasks such as "Home Office" may appear, or the relevant details will be directly requested.
It's important to make all documents available to the expert in your personal task list.
Under the task "payslip" upload your payslip certificate, and under "pension," upload your pension notice.
Please note that with the Expert Service, it's currently not possible to enter pension-related expenses in the app.