Klaro Beratung

Taxes – made clear with Klaro

We help you organise your documents and prepare your Steuererklärung (tax return) – without unnecessary stress.

Free assessment ↗

In the first step we clarify whether you need to file a return and which documents you have.

Language
Consultation in Georgian
Format
Online service
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By WhatsApp message
How we work

You write to us. We sort out the rest together.

With the Steuererklärung you know at every step exactly what we do and what we need from you.

You

You tell us about your income and work situation.

Klaro

, together with you, whether you need one.clarify, გჭირდება თუ არა.

You

You send us your Lohnsteuerbescheinigung (annual wage statement) and other documents.

Klaro

We checkthe documents and give you a precise list.

You

You confirm that we can start the preparation.

Klaro

We preparethe information and stay with you at every step.

You

You receive a clear explanation of the result.

Klaro

We explain to youthe result and your next step.

Steuererklärung

Who needs a Steuererklärung?

For some people filing a return is mandatory. For others a voluntary return can be worthwhile.

What matters is working out correctly which case applies to you.

  1. May be mandatory

    When an obligation to file arises

    • You received wages from several employers at the same time
    • Steuerklasse III and V were used for you and your spouse
    • Steuerklasse IV mit Faktor was used
    • You had certain additional income
    • You received certain Lohnersatzleistungen (wage replacement benefits), for example Arbeitslosengeld I, Krankengeld or Elterngeld

    In these cases the obligation should definitely be checked.

  2. Voluntary may be worthwhile

    When there is a chance of getting part of the tax back

    • You had significant costs for travelling to work
    • You bought equipment or work items for your job
    • You attended a professional course or Weiterbildung (further training)
    • You changed jobs during the year
    • You had work-related travel costs
    • You have other deductible costs that were not automatically taken into account in your wages

    A voluntary return can help you get money back.

  3. To be checked individually

    When the situation depends on several factors

    • You have income from outside Germany
    • You have income from renting out property
    • You receive a pension or other regular income
    • Your marital status changed during the year
    • The Finanzamt (tax office) asked you to file a return
    • You are not sure which rule applies to you

    In such a case an assessment of your personal situation is needed.

Not sure which group you belong to?

Briefly describe your work and income situation to us.

Check my case ↗

This information is general. The obligation and the possible outcome depend on your individual circumstances.

Steuererklärung

Which documents are needed?

The documents you need depend on your income, your costs and your personal situation.

First we collect the basic information, then we add only what applies to your case.

Prepared: 0 Still to obtain: 0

Basic information

Usually needed to start

  • Steuer-ID
    Steuer-ID status
  • Personal and contact details
    Status of the personal details
  • Bank account details, if a refund is possible
    Status of the bank account details
  • Lohnsteuerbescheinigung
    Lohnsteuerbescheinigung status
  • Previous Steuerbescheid, if you have one
    Steuerbescheid status
  • Information about your marital status
    Status of the marital status details

The exact list depends on your tax situation.

Additional documents

Only if it applies to your case

Work and commuting

  • Distance to work and number of working days
    Commuting status
  • Receipts for work equipment
    Work equipment status
  • Costs for professional courses and Weiterbildung
    Courses status
  • Homeoffice days, if applicable
    Homeoffice status
  • Costs for a work-related move or a second home, if applicable
    Relocation status

Insurance and contributions

  • Statements for health insurance and Pflegeversicherung (long-term care insurance), if needed
    Health insurance status
  • Statements for private insurance
    Private insurance status
  • Information on pension contributions
    Pension contributions status
  • Proof of other deductible insurance payments
    Other insurance status

Family and personal costs

  • Kinderbetreuung (childcare) costs
    Kinderbetreuung status
  • Donation receipts
    Donations status
  • Invoices for Handwerker (tradespeople) or household services
    Handwerker status
  • Receipts for exceptional medical costs, if applicable
    Medical costs status
  • Information related to your family situation
    Family information status

Additional income

  • Information on a Nebenjob (side job) or other secondary work
    Nebenjob status
  • Income from renting out property
    Rental income status
  • Income from abroad
    Foreign income status
  • Statements for Lohnersatzleistungen
    Lohnersatzleistung status
  • Proof of other income
    Other income status

Not sure which document you need?

Write to us about your situation and we will help you put together a first list.

Get my personal list ↗
FAQ

Find answers about the Steuererklärung

Didn't find an answer? Write to us and we will look at your case personally.

KLARO explains

Is a refund possible?

and your deductible costs.individual details და დასაშვებ ხარჯებზე.

Message us for an assessment →

KLARO explains

How many years can a return cover?

The deadlines for a voluntary return differ from those for a mandatory one. Wecheck your case separately.

Message us for an assessment →

KLARO explains

Which documents are needed?

depends on your situation.The exact list შენს სიტუაციაზეა დამოკიდებული.

See the process →

KLARO explains

Who needs a Steuererklärung?

For some it is mandatory, for others voluntary. For example with several employers, with Selbstständigkeit (self-employment) or with certain Lohnersatzleistungen.

Free assessment →
Need help?

Let us sort it out together.

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