You should take a closer look at the tax assessment: Stiftung Warentest explains where possible sources of error lurk - and how you can often get more money out.
The
tax return *
is a chore for many.
Often you are just happy when you have done them.
Nevertheless, you should take
your
time afterwards and
read through
the
tax assessment
in peace.
One should question the calculations, you should hurry experts from the Stiftung Warentest According also: "You will remain after receipt of the decision just a month to appeal appeal," it says in a post on
Test.de
.
There, the tax experts have compiled a list of the most important points that should be read carefully when making the decision.
Tax assessment: Taxpayers should check this information
1. Identification number:
According to the experts, important information such as the identification number is already on the first page.
And of course that should be right.
Because all tax-relevant data on the person such as date of birth and address flow together there.
Also watch out for the
tax number
: It changes frequently, it says on
Test.de
, “for example when moving and depending on the type of tax”.
2. Address:
The correct address is also important.
"This is where it says to whom the tax office announced the decision.
Married couples who allow themselves to be invested together receive a summarized notification. ”So check this point again carefully.
3. Notes:
In the case of a “provisional
note
”,
according to
Test.de
, the case is
“still unresolved on a certain point”. The decision on this question remains open beyond the objection period and can be changed, according to the experts. If the decision is “subject to review”, it remains completely contestable for both sides - “as long as the reservation exists”.
4. Date:
Also check the date. Because: "On that day the tax office sent your notification to the post", so the reference to
Test.de.
Three days later it is said to be "announced". The experts know that the objection period begins the day after the announcement and runs for a month. "If the notification of the notification or the end of the objection period falls on a Saturday, Sunday or public holiday, it is postponed to the next working day." If you can prove that you received the notification later, the day of delivery is also considered to be notification.
5. Content:
Anyone who has submitted a tax return knows that the letter includes several notifications.
From income tax to the solidarity surcharge to church tax.
What perhaps not everyone knows, the experts from Stiftung Warentest explain at this point: "Taxpayers can contest each assessment separately, the others remain unaffected."
6. Short calculation:
"This tax is the tax office for you determined," it said on
Test.de
.
As a rule, employees have already paid their debt through wage tax.
A refund will be given to those who have paid too much.
In some cases an additional payment is due.
The experts advise checking the tax assessment especially if the amounts are different than expected.
You can also read
: Corona year: What you should not forget this time on your tax return
Found an error in the tax assessment?
An objection can be worthwhile
For who such discrepancies
in the tax-modest
think should
appeal
, the Stiftung Warentest.
In the best case, a refund will be given after thorough troubleshooting.
Also read:
Tax return 2020: What you need to know about the new filing deadline this year
Objections are often successful, said the Federal Association of Wage Tax Assistance Associations (BVL).
The objection must be
submitted in writing to the responsible tax office
within one month of receipt of
the tax assessment.
Taxpayers can also submit forgotten items for just as long.
(ahu) * Merkur.de is an offer from IPPEN.MEDIA.
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you want money back from the tax office?
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With these seven tips you can save a lot of money in everyday life