If your bank details change after you have submitted your tax return, inform the tax office immediately to secure your refund. You can find a sample notification in this article.
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The tax office should be notified immediately of any change in bank details after the tax return has been submitted.
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The notification should be made by letter or e-mail.
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A SEPA direct debit mandate is required for subsequent payments.
🚀 Your Guide
- Why can't I update my bank details directly in Taxfix?
- How do I submit my new bank details?
- Sample Letter
- Outstanding Payments and SEPA Direct Debit Mandate
Why can't I update my bank details directly in Taxfix?
Taxfix does not store your bank details permanently; they are only linked to the respective tax return. You enter them at the end of your declaration under "Personal Data."
Once your tax return has been submitted, changes to your bank details are no longer possible. If your bank account has changed, you must inform the tax office directly. You can find the contact details in the app.
How do I submit my new bank details?
Your updated bank details must be sent to the tax office in writing via letter or email. To ensure your tax refund is transferred to the correct account, you should send the notification immediately after the change.
Sample Letter
Sender:
[NAME]
[STREET]
[POSTAL CODE, CITY]
Recipient:
Tax Office [NAME]
[STREET]
[POSTAL CODE, CITY]
Tax Number: [INSERT TAX NUMBER]
Tel.: [INSERT PHONE NUMBER]
Subject: Change of Bank Account Details
Dear Sir or Madam,
I would like to inform you that, as of [DATE], my bank account details have changed as follows:
Bank: [NAME OF BANK]
IBAN: [NEW IBAN]
BIC: [NEW BIC]
Account Holder: [NAME]
Please transfer my tax refund to this account from now on, and kindly send me a new SEPA mandate (direct debit authorization).
If you have any questions, please feel free to contact me at the above phone number.
Kind regards,
[YOUR NAME AND YOUR SIGNATURE]
Place, Date: [PLACE, DATE]
Here you can find the German sample template as a PDF for download: Anpassung Bank.pdf
Outstanding Payments and SEPA Direct Debit Mandate
⚠️ If you need to make a tax payment, you will require a SEPA direct debit mandate for your new account. You can request this directly from your tax office.
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