With the pre-filled tax return, you can decide whether to use the data provided by the tax office. This article covers everything you need to know.
- For each question, choose whether to use the tax office data or enter your own.
- Tax office data cannot be changed, but manual entries are possible.
- New bank details? Enter them at the end of your tax return or inform the tax office directly.
🚀 Your Guide
- Review your data before accepting it
- Can I correct or change the tax office data?
- When should I enter data manually?
- Change your bank details for tax refunds
Review your data before accepting it
How to view the retrieved data:
- Open the tax year you want to edit.
- Click on "View Tax Office Data."
- Review the data and decide whether to accept it.
As soon as you start answering the questions in your tax return, a notice will appear for any questions where tax office data is available. This allows you to use data and pre-fill the information easily.
Can I correct or change the tax office data?
No, the tax office data cannot be directly modified in the app. If the information is incorrect, do not accept it—instead, enter the correct details manually in your tax return.
💡 Once you submit your tax return, the tax office only receives the data you have entered and reviewed, not the retrieved tax office data. This ensures that your tax return is accurate and up to date.
When should I enter data manually?
If your name has been changed, do not accept the pre-filled personal data — enter them manually. From next year on, they will be updated automatically.
Differences in your income tax data?
- Your payroll tax certificate may be outdated.
- Ask your employer for the latest version.
👉 While editing, you can choose for each question whether to use the pre-filled data or enter your own.
Change your bank details for tax refunds
✔ New account number? Enter it at the end of your tax return under "Personal Data."
✔ Already submitted your tax return? If you are waiting for your tax assessment, inform the tax office directly about your new bank details. Here is a sample letter.
How to find the contact details:
- Open your Taxfix account.
- Select the relevant tax year and click on "Contact Tax Office."
🚀 Fill out the simple question-answer flow - we'll take care of the rest!
Still have questions?
We're here to help! Contact our support team: support@taxfix.de