Field help: Have you earned income from capital assets?
(Forms KAP, KAP-BET or KAP-INV)

Select "yes" if you had income from capital assets.

However, details of your income from capital assets are required in Form KAP if, for example,

• the capital income was not subject to tax deduction,
• you wish to have the tax deduction reviewed in terms of its basis or amount,
• you are liable to pay church tax and have received capital income from which capital gains tax but no church tax was deducted.

Form KAP-BET is to be completed for income and creditable taxes from investments that are determined separately and uniformly.

Form KAP-INV is intended for declaring investment income that has not been subject to domestic tax deduction.

In this case, record all capital income received. Lohnsteuer kompakt will then automatically apply for a favourable tax treatment for all capital income.