Frequently Asked Questions
What information can I provide to you?
Whether you are an employee, student, or trainee, you can use Steuerbot to prepare your tax return. Here we explain what information you can provide to us.
We are constantly developing Steuerbot. Below is a brief overview of the current status.
You can currently use Steuerbot to prepare the following information as an individual or joint tax return 👫
🏠 Main form / cover sheet – For all taxpayers
- General information
- Extraordinary expenses (e.g., illness/care costs)
- Household-related employment
- Services/craftsmen's services
- Donations and membership fees
- Training costs
💼 Appendix N – Professional activity and further training
- Wages and similar income
- Travel, transportation, and meal expenses
- Further training costs
- Work equipment (e.g., computers, specialist literature, tools)
- Relocation costs
- Other income-related expenses (including professional associations, double household maintenance)
👵 Appendix R – Income from pensions
- Statutory pension
- Rürup pension
- Riester pension
- Company pension scheme (bAV)
- Private pension
👧🏼👦🏻 Appendix Children – minor and adult children
- Personal details
- School, education, and employment
- Childcare costs and school fees
- Allowances and relief amounts
- Health and long-term care insurance
🤝 Appendix: Pension expenses – statutory and private insurance
- Pension provision (pension insurance, professional pension schemes, Rürup contracts)
- Health and nursing care insurance
- Employer subsidies
- Other insurance (including unemployment insurance, liability insurance, disability insurance)
🧓🏻 Appendix AV – Pension provisions and Riester contracts
- Pension contributions
- Information on children
📈 Appendix KAP – Income from capital investments
- Capital gains
- Savers' allowance
- Unbalanced losses
- Share losses
- Income from life insurance policies
🏠 Appendix V – Income from renting and leasing
- Income from renting and leasing
- Building depreciation
- Special depreciation
- Maintenance expenses
- Debt interest
- Administrative costs
What Steuerbot cannot do
- Trade, self-employment, agriculture, and forestry
- Pension payments to other persons
- Other income (e.g., parliamentary salaries)
- Foreign wage income
- Main form/cover sheet: donations to the assets of a foundation, pension payments and compensation payments
- Additional information and special cases such as: tax reductions for inheritance tax liabilities, tax breaks for cultural assets worthy of protection, loss deductions/donation carryovers, other information and applications
- Special forms of capital gains and tax structures, such as family foundations or tax deferral models and other complex constructs that rarely affect private individuals
💡 With Steuerbot, employees, civil servants, pensioners, and trainees (in-company training) can file their tax returns, and students and trainees (school-based training) can carry forward their losses.