Software Hosted in Germany Hosted in Germany
Secure. Fast. Reliable.  
Digital data transmission - in accordance with sect. 87c of the German Fiscal Code
Digital data transmission

 

The entire world of tax knowledge

Lohnsteuer kompakt FAQs

 


Field help: Application for review of capital gains:

If you want to check whether your personal tax rate results in a lower tax burden on your capital gains than the withholding tax, please select "Most favourable rate test for all capital gains". In the case of spouses / civil partners assessed together, the application can only be made jointly for both spouses / civil partners. All investment income of both spouses must be declared for the most favourable rate test.

So that Lohnsteuer kompakt can determine the best solution for you, we recommend that you enter all interest and investment income.

If you do not make a selection here, the system automatically applies for the favourable assessment for you.

If, on the other hand, you want only a partial review of withholding tax, please select "Review of withholding tax for certain capital gains". You can choose partial withholding if you do not want to include all capital gains in your tax return and circumstances indicate that the withholding amounts withheld by the bank were too high for individual capital gains.

If you receive capital gains credited by a domestic bank or a credit institution, refer to your tax statement which is usually sent to you once a year.

Finanztip

"Die Programme überzeugten mit einem großen Leistungsumfang, einer exakten Berechnung und allen Zusatzfunktionen."

Finanztip 10/2025

Macwelt

"Künstliche Intelligenz hat nun auch Einzug in das Programm erhalten. […] Mit IntelliScan werden Daten aus hochgeladenen Belegen analysiert und an der passenden Stelle in der Steuererklärung eingefügt."

Macwelt 03/2025

WirtschaftsWoche

"Lohnsteuer Kompakt bietet eine aufgeräumte Oberfläche und strukturierte Abfrage. [...] Pluspunkt sind abschließende Tipps zum Steuersparen, die auf den konkreten Fall angepasst sind."

WirtschaftsWoche 04/2024

Focus
Computer Bild
Börse online
Focus Money
€uro am Sonntag
€uro
c't Magazin
Chip
Die Welt am Sonntag
Stern
Handelsblatt
netzwelt