How is the tax calculated?

With Lohnsteuer kompakt, you can see at any time how your entries affect the expected tax refund or additional payment. Based on your information, a tax calculation is continuously created, giving you an insight into the expected tax assessment.

Compared to the official tax forms and the later tax assessment, the tax calculation in Lohnsteuer kompakt offers you additional information and evaluation options:

• Click on the amount of the expected tax refund or additional payment to view the individual calculation steps in detail.
• Many amounts and highlighted items contain further explanations and additional information.
• Through total values, you can access detailed calculation sheets with the underlying interim results.
• Clicking on the name of an item takes you directly to the corresponding entry page.
• For spouses, both joint and separate assessments are automatically calculated. This makes it easier to identify the most tax-efficient assessment method.
• Based on your information, you will receive hints on possible input errors and tips for tax optimisation.

Important: The displayed tax calculation is a forecast. Only the calculation and tax assessment of the relevant tax office are binding. Therefore, the actual tax refund or additional payment may differ from the values shown in Lohnsteuer kompakt.