The income tax return may seem like an impenetrable jungle to many, but with the right tax software, the path towards the goal becomes clearer. Whether you are an experienced investor or a private saver, the right tools help you stay in control and maximize tax benefits. We present the best programs and show you how to proceed step by step to independently manage your income tax return.
The Best Digital Assistants for Your Tax Return at a Glance
The choice of the right tax software is crucial for a stress-free income tax return. With a variety of options available on the market, these digital assistants offer different levels of functionality, ease of use, and pricing to meet the individual needs of each user. Let’s take a closer look at some of the most notable programs.
WISO Steuer is the preferred choice for many, covering a wide range of tax features. Whether on computer, smartphone, or tablet, the ability to use it on multiple platforms makes it particularly versatile. Not only does it assist with complex tax cases, but it also supports the preparation of income and VAT returns. Features like the Tax Notification Checker and specific aids for appeals further simplify tax optimization.
For those with simpler tax cases, Tax might be a suitable option. Developed by Buhl Data Service, it stands out for its ease of use and competitive price. While it is only available for Windows and does not offer cloud options, its features such as data transfer without a personal certificate and a user-friendly tax assistant are appreciated by many users.
The SteuerSparErklärung from the Academy of Labor stands out for its technical expertise and is also well-suited for business income and VAT returns. It offers detailed explanations and a variety of tools that guide the user through the process. Additionally, it excels in providing extensive assistance in collecting and presenting data.
For freelancers and landlords, Taxman from Haufe-Lexware is recommended. This software offers special forms and extensive assistance. Smartsteuer has a similar structure, covering both simple and complex tax cases. Both programs are particularly easy to use and highly appreciated.
QuickSteuer and Lohnsteuer kompakt complete the offering. While QuickSteuer is notable for its simplicity, Lohnsteuer kompakt is particularly interesting for simplified income tax returns via the browser. Both programs offer economical solutions for a quick and uncomplicated tax return.
When deciding to use one of these software solutions, it is essential to consider several selection criteria. Usability, functionality, and availability on platforms are as important as the value for money and support that each software can offer. Thus, every taxpayer can find the ideal software to manage their income tax return as efficiently and accurately as possible.
The Path to Your Income Tax Return: Step by Step Towards the Goal
The First Step: Gather Documents
Before starting with the income tax return, it is essential to collect the relevant documentation. These represent the basis for an accurate tax calculation. They include invoices and receipts for all income and expenses, bank statements, tax notifications from the previous year, as well as evidence of private income, such as from rents or interest. Don’t forget to include receipts for insurance contributions and, if applicable, documents related to your advertising costs, such as travel expenses or specialized literature.
The Next Step: Correctly Fill Out Tax Forms
With the collected data, the necessary tax forms begin to be filled out. The “Einkommensteuererklärung ESt 1 A” is the basic form that collects your personal data. Various annexes integrate depending on the type of income: annex G for commercial income, annex EÜR for a simplified profit calculation, annex N for non-self-employed activities, and annex S for self-employment. Depending on personal circumstances, additional annexes may be required.
Simplified Submission: Electronic Transmission
Once the forms have been filled out, the next step is electronic submission. Use “Mein ELSTER,” the official online portal for a free submission. Alternatively, tax software simplifies this process by providing further tips for tax savings. Ensure that all information is correct and rectify any errors.
Deadline for Submission
You should pay special attention to the submission deadlines. Depending on whether you are subject to compulsory declaration or submit voluntarily, the deadline varies. Remember that freelancers must submit their declaration with electronic authentication.
Follow-Up and Control
After submission, the work is not yet finished. Keep all documentation for at least six years. This is important in case of inquiries from the tax office or tax audits. When you receive the tax notification, check it carefully. Any discrepancies should be resolved quickly through an appeal. On this solid basis, crown the success of your income tax return.