How can I transfer my data from last year?

If you have already completed your tax return in a previous tax year using Lohnsteuer kompakt, you can also use your old data for your new tax return. After logging into Lohnsteuer kompakt with your known details, you will find the option for data transfer from the previous year for each tax year on the "Overview" page.

To transfer the data from 2024 to your 2025 tax case, click on the "Transfer data from a tax return with Lohnsteuer kompakt" button under the "Transfer data" section. When you click the button, you can select a tax case from 2024 whose data should be copied to 2025. You have the option to

• perform a complete data transfer,
• perform a selective data transfer, or
• only transfer the master data.

After clicking "Start data transfer", the copying process will begin, and you can start editing your new tax case after a few moments.

You can transfer data from both the direct previous year and the direct following year (backwards). For the 2022 tax return, you can transfer data from a 2021 or 2023 tax return.

If you want to transfer data from 2022 to 2024, for example, you must first create a 2023 tax return with the data from 2022. You can then transfer the data from 2023 to 2024.