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 2025 to your 2026 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 2025 whose data should be copied to 2026. 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.