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🇩🇪 Germany

Einkommensteuererklärung

Annual income tax return — average refund around €1,000

Hard ~60 min TaxAnnualIncomeELSTER

/ What is this form?

The annual income tax return filed via ELSTER or tax software. Mandatory if you have self-employment income, rental income, or received a letter from the Finanzamt. Voluntary for employees — but almost always worth it, as the average refund is around €1,000.

/ Who needs this form?

  • Self-employed and freelancers (mandatory)
  • Employees with Steuerklasse III, V, or VI (mandatory)
  • Anyone who received a Finanzamt letter
  • Employees wanting a refund (voluntary)

/ What you need before you start

ELSTER account or tax software
Lohnsteuerbescheinigung from employer
Receipts for Werbungskosten, Sonderausgaben, außergewöhnliche Belastungen
Bank interest statements (Steuerbescheinigung)

/ Step-by-step guide

1 Create an ELSTER Account
Register at elster.de. You'll receive an activation letter by post within 1–2 weeks. Alternatively use tax software like Taxfix, Wundertax, or WISO.
2 Gather Your Documents
Get your Lohnsteuerbescheinigung from your employer, bank interest statements, and receipts for deductible expenses.
3 Complete the Forms
Fill in Mantelbogen (personal info), Anlage N (employment income), and any other relevant annexes.
4 Claim All Deductions
Add Werbungskosten, Sonderausgaben, and außergewöhnliche Belastungen.
5 Submit and Await Steuerbescheid
Submit online via ELSTER. The Finanzamt sends a Steuerbescheid within weeks to months.

/ Key fields explained

Field What to enter Common mistake
Werbungskosten Work-related expenses above the €1,230 Pauschale Include commuting (€0.30/km), home office (€6/day), and work equipment
Sonderausgaben Insurance premiums, donations, church tax Do not forget Riester or Rürup pension contributions

/ Common mistakes to avoid

Not filing voluntarily (you have 4 years to file retroactively)
Forgetting the Pendlerpauschale (€0.30/km first 20km, €0.38/km beyond)
Not claiming home office deduction (€6/day up to €1,260/year)

/ Frequently asked questions

When is the deadline?

July 31 of the following year. With a Steuerberater: end of February the year after that. Voluntary returns: up to 4 years.