After the tax return comes the tax assessment. You should check this because you only have one month to file an objection. How you go about it.
The tax return must be done regularly - you can collect receipts and organize your documents throughout the year, so you can complete the tax return more quickly and you have the evidence ready to hand should the tax office request it. You can deduct a number of costs, including, for example, advertising costs or household-related services. It usually takes four to twelve weeks until you receive the tax assessment, according to the
Taxfix
portal . In individual cases, processing may take longer. Once you have received your tax assessment, you should check it carefully.
How is the tax assessment structured?
At the top left is your identification number:
This number will accompany you throughout your life for tax-related applications.
The date is at the top right:
On this day the tax office sent the tax assessment. Three days later, this is considered to be announced, informs
Stiftung Warentest
. The objection period runs one day after the announcement and lasts four weeks.
On the left under the identification number:
As with a normal letter, there is the address to whom the tax office sent the notice.
On the right below the date:
The content is summarized there, for example it is listed there if there are several notices pending. Income tax, solidarity surcharge and church tax can be listed there.
In the upper third:
Notes are noted in the middle, for example if the decision is only provisional because some points are unclear. If this is the case, the decision in this matter remains open even after the objection period has expired and can be changed.
Table on the right:
There you will find a short calculation of how the tax office determined your tax. There it is broken down whether you will get money back or have to pay additional money. If the result differs from your expectations, it is advisable that you check the decision carefully.
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The
tax administration for North Rhine-Westphalia
recommends checking the tax notice from “back to front” because the notice ends with explanations. There you can find information if information is missing or if there are deviations from your information.
Checking the tax assessment: This is how you proceed
If the tax office has deviated from your information and you cannot understand this, you should consider contacting the tax office by telephone, reports the
tax administration for North Rhine-Westphalia
. Any objections arising from this must be received in writing by the tax office within one month. Even if your details have been accepted, you should continue to go through the notice and check your personal details - this can be important if you are getting money refunded. The tax notice states which account the money will be posted to. If the bank details are incorrect, you should inform the tax office immediately.
United
Income Tax Assistance
recommends that you also take a close look at the second page of the tax notice. All of your income is listed there. You should check whether your wages have been paid correctly and whether all other information is correct.
If an additional payment has been made and you want to lodge an objection, you have four weeks to do so. The request must be made in writing. If you haven't found an error, you should set up an appointment transfer for the due date. This will ensure that the money arrives on time.