What is the purpose of the navigation tree?
In the navigation tree, all topics and pages of your current tax interview are displayed in a thematically sorted structure. This tree provides you with an overview of the scope of your tax return and the ability to conveniently access specific pages for entries or changes.
What is the purpose of the navigation tree?
How is the tax calculated?
With Lohnsteuer kompakt, you can see at any time how your entries affect the expected tax refund or additional payment. Based on your information, a tax calculation is continuously created, giving you an insight into the expected tax assessment.
Compared to the official tax forms and the later tax assessment, the tax calculation in Lohnsteuer kompakt offers you additional information and evaluation options:
- Click on the amount of the expected tax refund or additional payment to view the individual calculation steps in detail.
- Many amounts and highlighted items contain further explanations and additional information.
- Through total values, you can access detailed calculation sheets with the underlying interim results.
- Clicking on the name of an item takes you directly to the corresponding entry page.
- For spouses, both joint and separate assessments are automatically calculated. This makes it easier to identify the most tax-efficient assessment method.
- Based on your information, you will receive hints on possible input errors and tips for tax optimisation.
Important: The displayed tax calculation is a forecast. Only the calculation and tax assessment of the relevant tax office are binding. Therefore, the actual tax refund or additional payment may differ from the values shown in Lohnsteuer kompakt.
How is the tax calculated?
Is it possible to view the current status of the refund?
While entering your tax data, you can view the current status of your tax calculation at any time in the upper area.
This allows you to check how your income and expenses directly affect your tax refund.
Is it possible to view the current status of the refund?
Can the Lohnsteuer kompakt calculation differ from the tax assessment notice?
It is often overlooked that tax assessments are not fully automated but are prepared by clerks. Their intervention often makes a tax assessment difficult to understand.
If the tax assessment differs from the calculation by Lohnsteuer kompakt, this is often due to the following reasons:
- The tax office makes corrections if your details differ from official data, e.g. from the employer's payroll tax report.
- Certain expenses claimed in the tax return are not recognised and are removed by the tax office. This must be indicated in your tax assessment. Lohnsteuer kompakt already helps you in the interview and in the guide to avoid this by making legally compliant entries.
- The maximum amounts for some expenses are subject to very complex calculation rules, where the tax office can use unofficially known parameters (e.g. personal circumstances).
Can the Lohnsteuer kompakt calculation differ from the tax assessment notice?
