Import data from a tax return with Lohnsteuer kompakt

If you used Lohnsteuer kompakt in the previous year, you can also transfer your old data for your new tax return!

In the first step, simply select the year from which you want to transfer the tax data, e.g. from "2023 to 2024".

A dialogue will then open in a second step, where you can select the tax case from the previous year to be transferred. Depending on your preference, you can then choose to transfer only the basic data such as names, addresses, children, etc., or the complete data or make an individual selection.

You can transfer data from both the direct previous year and the direct following year (backwards). For the 2023 tax return, you can therefore transfer data from a 2022 or 2024 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.