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Your personal income tax checklist

The following information will be used to create your individual checklist for your tax return
and upload documents.
The form cannot be saved temporarily. After completing the form, you will receive a list of the missing receipts by e-mail. You do not have to write anything down! This is not an online account that you can log in to later.
Please select the applicable items:

Personal data
Tax return
Insurances
Other Expenses
Income from Employment
Other Income Related Costs
Other Income
Children
Income from Rent
Confirmation
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Bereiche 2 - Checkliste Einkommenssteuer
Bereiche 3 - Checkliste Einkommenssteuer

Personal data

For your information: After the initial entry, in subsequent years you only need to enter changes and upload receipts that we do not yet have.
For your information: Spouses can create a joint checklist and upload documents.
Upload or email complete copy/photo of ID card or passport or substitute ID card (front/back) of all taxpayers.
Please don't write down what you send later by email. You will automatically receive a list of these by email!
Upload or e-mail the completed and signed declaration of membership (in the case of spouses, one joint declaration).

→ Download declaration of membership: www.llotse.de/downloads
Upload the completed and signed power of attorney (for spouses, one separate power of attorney each) or send it by e-mail.

→ Download Authorisation: www.llotse.de/downloads
Different address during the tax year
Different address during the tax year

Bank details

Tax return

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Bereiche 3 - Checkliste Einkommenssteuer
Information: Some documents will be accessed using Elster. Please only send us the documents listed here. If you are unable to answer a question, just leave that field empty.

(Upload or email a copy of the last tax assessment notice with all front and back pages and tax return).

Insurances

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Other Expenses

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Do you pay your divorced / permanently separated spouse alimony? (Does not include child support)

(Total year contribution)

www.llotse.de/downloads

Do you pay child maintenance (only relevant if you do not receive child benefit or tax exemption for dependent children)?

(Total year contribution)

Have you donated to a non-profit charity organisation or voter’s association?

(bank account statement or donation receipt)

Icon Verlinkung - Checkliste Einkommenssteuer Example donation receipt
Do you have a disability?
Did costs for medical expenses occur (e.g. practice fees, supplementary payments, invoices for private medical treatment, medicine)?

Enter total amount

Transport to doctors / hospitals?

(date, city, kilometres travelled)

Did you have any other “exceptional costs” (e.g. funeral costs, ... )?
Do you support dependants financially (life partner, parents, children (in general from the age of 25 there is no claim to child benefit or tax exemption for dependent children) or dependants abroad?
Annex U can be downloaded here: www.llotse.de/downloads
Icon Verlinkung - Checkliste Einkommenssteuer Maintenance Declaration
Did you care for a constantly helpless person without reimbursement?
Did household related costs, costs for tradesmen’s services or similar (e.g. costs for nursing / care, painters, window cleaners, repairs, chimney sweeps, heating maintenance, household help, pest control, etc.) occur?

(cash payments for tradesmen’s invoices are not allowed)

Icon Verlinkung - Checkliste Einkommenssteuer Sample invoice
Information: Please note that labour costs must be shown separately on tradesmen’s invoices!
Were there expenses for listed buildings used for own residential purposes and buildings in redevelopment areas and urban development areas?

(cash payments for tradesmen’s invoices are not allowed)

Icon Verlinkung - Checkliste Einkommenssteuer Corresponding certificate
Were there expenditures for energy-related measures (thermal insulation, replacement of windows, exterior doors, heating, ventilation system, installation of digital systems for optimising energy operation and consumption, and optimisation of existing heating systems if they are more than two years old)?

(cash payments for tradesmen’s invoices are not allowed)

Icon Verlinkung - Checkliste Einkommenssteuer Corresponding certificate
Did you receive an invoice for incidental costs? (Does not include costs for water and electricity)
Icon Verlinkung - Checkliste Einkommenssteuer Sample utility bill
Airliner Grafik 1 en - Checkliste Einkommenssteuer

Income from Employment

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Were you employed?

(for both spouses, if appropriate)

Icon Verlinkung - Checkliste Einkommenssteuer Income tax certificate
Did you receive wage-replacement benefits (e.g. sickness, maternity, parental or unemploy- ment benefits)?
Income related expenses (Taxpayer):
Costs for travel between home and workplace (Please also fill in if you use public transport or company car)
Income related expenses (Spouse):
Costs for travel between home and workplace (Please also fill in if you use public transport or company car)
Travel costs between home and work for shuttlers
Airliner Grafik 3 - Checkliste Einkommenssteuer

The following proofs are required:

Flight hours summary, flight route deployment invoices (Lufthansa and Condor), duty roster (all other airlines: supported duty rosters). Instructions for downloading the files from the company portals can be downloaded: www.llotse.de/downloads.

All files from the company portals should not be scanned, photographed or sent by post, but uploaded in the original digital format or sent by email. Lufthansa files can also be conveniently downloaded with the following tool: www.mydocs.andresen.aero. MyDocs is not yet available for Android or iOS (e.g. iPhone or iPad).

Only available for PC (Windows or macOS). Payslip from December or last payslip from tax year, if applicable calculation for duty roster evaluation, crew luggage, uniform, fees for passport, work visa, medical costs, interest on training grants (interest certificate)

Proofs from Swiss: Attach wage statement, certificate on financial security fund contributions, proof of pension fund contributions, historically published rosters.

For commuters, total expenditure for flight tickets (deduct ticket reimbursements)
Total expenditure for other transportation (train, taxi, bus, rental car, etc.)
Total expenditure for overnight accommodation without board (hotel, bed and breakfast, standby flat etc.)
Total expenditure for actual cleaning, alteration and repair costs of uniforms (convert to Euro if necessary)
Total expenditure for compression socks/stockings
Total in-flight sales differential
Additional journeys to a destination (extra journeys)
(Please state how many journey you have undertaken in addition to normal flight service which are not included in the duty rosters or flight hour tables)
Did you use a flight booking or duty roster evaluation program?
Did the flight attendant foundation training/purser training take place in the fiscal year?
The “Further Training Costs” annex can be downloaded: www.llotse.de/downloads

Please upload Training contract, training plan (timetable), if applicable attach invoice for costs incurred for accommodation, invoice for work materials (laptop or similar) etc. or send it via email

Did the pilot training take place in the fiscal year?

Annex "Pilot Training" can be downloaded: www.llotse.de/downloads

Is pilot training the first training course you have completed (paramedic or ski teacher training or other forms of training also count as a first training course)?

Other Income Related Costs

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Did you use personal means of telecommunication (land line/internet/mobile) for work?
A model certificate can be downloaded, but is not mandatory: www.llotse.de/downloads

A model certificate "Availability by telephone" can be downloaded, but is not mandatory: www.llotse.de/downloads

Taxpayer
Please list the amounts of three consecutive months (e.g. May 29.00 €, June 35.59 €, July 40.00 €)
Spouse
Please list the amounts of three consecutive months (e.g. May 29.00 €, June 35.59 €, July 40.00 €)
Taxpayer
Please list the amounts of three consecutive months (e.g. May 33.00 €, June 39.95 €, July 41.00 €)
Spouse
Please list the amounts of three consecutive months (e.g. May 33.00 €, June 39.95 €, July 41.00 €)
Did you go on business trips?

(Proof of payment, proof of occupational connection (distance, accommodation, individual costs, reimbursement by employer)

A sample table for journeys can be downloaded: www.llotse.de/downloads

A sample table for journeys and a sample certificate for e.g. stays at military training grounds can be downloaded: www.llotse.de/downloads

Have you, either full-time or part-time, worked from home (using a home office)? (e.g. also during professional training, further training and con- tinued training, management of own tenancies, trade activity, freelance work, operation of a solar power system)?

(Example sketch can be downloaded: www.llotse.de/downloads)

The annex for the study can be downloaded: www.llotse.de/downloads
Did you run two households?

Rental contracts of both households, proof of costs see study (own household at the centre of living interests required)

The “Two Households” annex can be downloaded: www.llotse.de/downloads
Did costs occur for work-related relocation (e.g. including a reduction in travel time of more than one hour)?

Please include proof of payment (double rent, purchase of a stove, heating units), list of travel during relocation and house hunting

The “Moving Costs” annex can be downloaded: www.llotse.de/downloads
Did expenses occur for job applications?

Attach preparation seminar (e.g. for German Aerospace Center (DLR) test, simulator for screening), type rating costs, Xing fees or similar portals etc.

The “Application Expenses” annex can be downloaded: www.llotse.de/downloads
Did costs occur for lawyers and proceedings that were work-related?
The “Litigation Costs” annex can be downloaded: www.llotse.de/downloads
Did you have costs to restore health? Here we are talking about typical occupational diseases. Because then, for example, expenses for back training and neck massages can also be recognised by the tax office.
Have you incurred expenses for professional training, further training and continued training or studies?

Evidence, lists of participation fees, semester fees, accommodation, learning communities, travel, working materials, specialist literature, interest payments for student loans etc.

The “Further Training Costs” annex can be downloaded: www.llotse.de/downloads
Have you exercised external activity? (e.g. working across many places of work or no primary place of work, including for personnel agency/temporary employment)

Attach a list of journeys executed and daily periods of absence and, if necessary, an employer’s certificate stating the number of and daily absence periods for the external activities

A template table for journeys and a certificate for external activities can be downloaded: www.llotse.de/downloads
Have you had a temporary work contract or was the set period for your job under 48 months (4 years)?
Have you incurred tax accountancy costs?
Have you incurred entertainment expenses due to work? (e.g. also job starting, leaving and anniversary celebrations)
Are you a member of a union / professional association (e.g. IGM, Verdi, UFO, etc.)?
Icon Verlinkung - Checkliste Einkommenssteuer Example
Did you purchase work equipment (e.g. computer, mobile phone, office supplies, professional literature, work wear, luggage / flight kit)?
A model employer's certificate can be downloaded: www.llotse.de/downloads
Do you have any of the following: legal expense insurance for labour law, professional liability insurance, casualty insurance, loss-of-license insurance, overseas health insurance?

Do you have professional legal protection, official liability, accident, flight disability, loss of licence, foreign health insurance?

Have you invested capital-forming payments (e.g. home loan and savings contract, stocks and bond savings contract)?

Capital-forming payment statement (available at your investment bank). (from 2017 onwards, statements will no longer be issued)

Have you used a company vehicle over a long period of time?

Proof of expenses for private travel (e.g. fuel costs etc.) if they are not assumed by the employer

Have the journeys made to the primary place of work using the company vehicle been taxed with the 0.03% supplement and did the employee drive there on less than 15 days per month?

List of the days (stating the date) on which you actually used the company vehicle for journeys between your residence and the primary place of work and the payslips that show taxation with the 0.03% supplement.

Have work-related expenses been deducted from your salary (e.g. costs for uniform, work material, seminar costs etc.)?
Have you had unusual vehicle costs (on the way to work)?

Evidence for accident costs, costs for a replacement engine, costs due to theft (if not reimbursed by the insurance).

The “Accident Costs” annex can be downloaded: www.llotse.de/downloads
Have you incurred postage costs due to work?
Taxpayer
Spouse
Have you incurred costs for occupational medical examinations?
 

Bundeswehr-specific documents

Attach Bundeswehr-specific documents relating to the tax year, if available.

  • Orders of command, transfer and change of duty station (also their corrections)
  • Written orders for participation in exercises and other official away-from-home activities
  • All certificates from the Bundeswehr (service centre or accounting officer), about reimbursements received
  • Foreign assignments: Certificate of foreign assignment allowance received
  • In the case of transfers abroad: certificate of tax-free foreign service remuneration received
  • Remuneration statements in the case of deduction of the pecuniary advantage for the community accommodation obligation
  • All bank statements as a substitute for proof of reimbursements
  • Proof (inspection invoices, documents from the general inspection, fuel receipts) of kilometres travelled with the car/motorcycle, urgently required for 10,000 km or more
  • Evidence Federal Armed Forces Association, work equipment, uniform parts and military equipment
  • Proof of vocational promotion measures, including reimbursements from the Bundeswehr (career centre, vocational promotion service)

Other Income

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INVESTMENT INCOME
Do you have income from capital assets?

Please upload or email the tax statement issued by the bank (for investment income over 801 € if single / 1,602 € if married)

Icon Verlinkung - Checkliste Einkommenssteuer Example
Banking Institution
I have been advised that not declaring investment income corresponds to tax evasion and Lohnlotse e.V. is not responsible for any consequences thereof.
Do you receive foreign income or do you live abroad?
Do you have foreign income or do you live you live abroad?

Attach EU/EEA certification and, if required, application for unrestricted tax liability: www.llotse.de/downloads

In the case of income from Switzerland, attach the following supporting documents:
Salary statement including additional or supplementary sheets, salary statement from December or the last one from the tax year, proof of the employer‘s contribution to the daily sickness allowance (loss of salary) insurance, pension fund certificate (annual certificate at the end of the respective year), which shows the amount of the employee and employer contributions to the compulsory and non-compulsory pension fund. Certificate of health insurance contributions, if you are insured for health insurance in Switzerland; in the event of termination of cross-border employment, the statement of departure from the pension fund and proof of the whereabouts of the vested benefits.

Amount of foreign income, stated in Euro:
A model certificate can be downloaded: www.llotse.de/downloads
Do you receive a pension / widow's pension?
Do you receive alimony payments from your divorced / permanently separated spouse (not child support)?

Please upload signed Annex U or send by email. (Can be requested from us)

Do you have any other income (business, self-employed work, income abroad)?

Please explain and upload or email evidence of all income / expenses.

Excel tables for recording income and expenditure can be downloaded: www.llotse.de/downloads
Do you receive income from a photovoltaic system?

Please upload or send by e-mail the power supplier’s invoice, documentation on the system’s purchase costs, if appro- priate proof of financing, insurance, account management fees, other documentation.

The “Solar Power System” annex can be downloaded: www.llotse.de/downloads
Do you have income from the sale of undeveloped, developed land or rights equivalent to real property (e.g. heritable building rights) if the period between acquisition and sale did not exceed 10 years?
Do you have income from the sale of cryptocurrencies, antiques, works of art, vintage cars or similar assets (with the exception of items for everyday use such as cars) if the period between acquisition and sale did not exceed 1 year?

Children

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1st Child

(Location e.g. Bonn)

Does a disability exist?
Name, address and date of birth of the other natural parent
Does your child already have their own income (for example during professional training) whilst you still receive child benefits?
Childcare costs

*without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.

Upload the council notice or bank account statements (Childcare via grandparents, for example, is also possible) or send by email.

Template calculations for childcare can be downloaded: www.llotse.de/downloads
School fees

Independent sponsorship or predominantly privately financed school. Attach supporting documents.

(Total annual amount without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.)

2nd Child

(Location e.g. Bonn)

Does a disability exist?
Does your child already have their own income (for example during professional training) whilst you still receive child benefits?
Child care expenses

*without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.

Upload the council notice or bank account statements (Childcare via grandparents, for example, is also possible) or send by email.

Template calculations for childcare can be downloaded: www.llotse.de/downloads
School fees

Independent sponsorship or predominantly privately financed school. Attach supporting documents

(Total annual amount without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.)

3rd Child

(Location e.g. Bonn)

Does a disability exist?
Does your child already have their own income (for example during professional training) whilst you still receive child benefits?
Child care expenses

*without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.

Upload the council notice or bank account statements (Childcare via grandparents) or send by email.

Template calculations for childcare can be downloaded www.llotse.de/downloads
School fees

Independent sponsorship or predominantly privately financed school. Attach supporting documents.

(Total annual amount without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.)

4th Child

(Location e.g. Bonn)

Is there a disability?
Does your child already have their own income (for example during professional training) whilst you still receive child benefits?
Child care expenses

*without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.

Upload notice the council notice or bank account statements (Childcare via grandparents, for example, is also possible) or send by e-mail.

Template calculations for childcare can be downloaded: www.llotse.de/downloads
School fees

Independent sponsorship or predominantly privately financed school. Attach supporting documents.

(Total annual amount without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.)

5th Child

(Location e.g. Bonn)

Does a disability exist?
Does your child already have their own income (for example during professional training) whilst you still receive child benefits?
Child care expenses

*without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.

Upload notice the council notice or bank account statements (Childcare via grandparents, for example, is also possible) or send by email.

Template calculations for childcare can be downloaded: www.llotse.de/downloads
School fees

Independent sponsorship or predominantly privately financed school. Attach supporting documents.

(Total annual amount without meal allowance, e.g. for kindergarten, day care centre, childminder, etc.)

Income from Rent

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1st rental object

(e.g. Condominium, house, modern building, old building, restored property under historic and monument protection, restored property in redevelopment area)

(You can find this on the assessed value statement or the property tax statement)

Vacancy:
Please provide documentation of intention to rent during vacancy (Requests, Immobilienscout)

(please explain: e.g. search for tenants, renovation)

Allocation of income
Area / Use
Expenses related to income from rent:
Annex „Rental“ can be downloaded: www.llotse.de/downloads
Common charge / incidental costs or operating cost accounting
Icon Verlinkung - Checkliste Einkommenssteuer Example
Interest on mortgage
Icon Verlinkung - Checkliste Einkommenssteuer Example interest certificate

(without repayment portion)

Other fundraising costs
Property tax
On acquisition: Purchase contract, notary, court, property transfer tax, if appropriate estate agent invoice and corres- ponding payment receipts
In the case of manufacture: an overview of the construction costs and payment receipts
Division of the purchase price into foundation, land and building value
Work aid for calculating the division of the land purchase price can be downloaded: www.llotse.de/downloads
Maintenance expenses/ renovation or refurbishment costs