Lohnsteuer kompakt offers the special service of data retrieval. This allows you to access personal data stored about you at the tax office. You can import this data directly into your tax return.
Once you have set up the service, you will immediately gain insight into the data held about you at the tax office.
Please note that only the data from the last 4 tax years can be retrieved. This means that in 2025 only the data from 2024, 2023, 2022 and 2021 can be accessed.
Was ist data retrieval?
Data retrieval is a service offered by Lohnsteuer kompakt. Through data retrieval, you can access personal data stored about you at your tax office and import it directly into your tax return.
Note: Data can only be requested for the last 4 tax years, i.e. in the year 2025 you can retrieve data for 2024, 2023, 2022 and 2021.
Once data retrieval has been activated, the tax authorities usually provide your data within 48 hours. As soon as the data is available, we will inform you by email. You can then import all data into your tax case via the "My Tax Return" page. If your tax office provides new data for you, we will automatically notify you in the future.
The following data stored by the tax authorities about you is made available to you as part of the so-called "pre-filled tax return" (VaSt) by the tax authorities:
- Master data of the tax account holder, including name, address, date of birth, tax identification number and bank details
- Information on religious affiliation
- Wage tax statements submitted by the employer
- Pension receipt notifications for benefits from statutory pension insurance, private pension insurance or retirement contracts
- Insurance contribution certificates - in particular for paid and refunded contributions to health and long-term care insurance
- Pension expenses
- Contributions to basic provision (Rürup pension)
- Contributions to Riester pension
- Certificates for wage replacement benefits such as unemployment, parental or sickness benefit
The data scope is to be gradually expanded in the coming years. It is planned to collect further electronic data in the future and make it available to taxpayers for data retrieval. This includes, among others:
- Capital-forming benefits
- Parts of Annex V (e.g. standard value file reference, location of the property)
- Donation receipts
- Degree of disability
The legal basis for this was created in 2016 with the Act to Modernise Taxation Procedures.
With data retrieval, the information mentioned can be displayed and also automatically transferred to your income tax return. Even if you retrieve and transfer electronic data, all entries can still be manually changed and, if necessary, corrected afterwards.
Important: If you make changes because you believe the tax office has incorrect or outdated data, you should also provide proof of the change to the tax authorities. Otherwise, the changes you made are very likely to be deleted to your disadvantage.
Once you have activated data retrieval in Lohnsteuer kompakt, the tax return can be submitted immediately. For this purpose, the master data of the tax account holder (including name, address, date of birth, tax identification number) stored by the tax authorities about you is checked against the information in the tax return for identification purposes.
Was ist data retrieval?
What are the benefits of data retrieval with Lohnsteuer kompakt?
- Fewer errors in data entry:
Manual entry of certificates is no longer necessary. You only need to review and, if necessary, supplement the data after importing.
- Incorrect entries are prevented:
The data is entered into the correct fields in the income tax return.
- You save time:
You only need to check the imported data. This gives you more time for additions that can really save tax, such as expenses for craftsmen's services, work-related expenses, or special expenses.
- Greater transparency:
You already know which data the tax office has about you when preparing the tax return. This increases transparency in the otherwise rather opaque taxation process.
- Deviations at a glance:
With the optional retrieval of assessment data, you can see any deviations at a glance, making it easier to check the tax assessment.
- Online submission
Once you have activated data retrieval, the tax return can be submitted online immediately.
What are the benefits of data retrieval with Lohnsteuer kompakt?
How does data retrieval simplify the completion and submission of the tax return?
- The electronically provided data can be automatically transferred into your income tax return.
- When you open your tax return on the Lohnsteuer kompakt website, you can retrieve the data directly on the "My tax return" page and import it into your tax return.
- As soon as the tax authorities provide new data or an updated version of existing data, you will automatically receive a notification by email.
Note: Data can only be requested for the last 4 tax years, i.e. in the year 2025 you can retrieve data for 2024, 2023, 2022 and 2021.
Once you have activated data retrieval in Lohnsteuer kompakt, the tax return can be submitted immediately. For this purpose, the master data of the tax account holder (e.g. name, address, date of birth, tax identification number) stored by the tax authorities will be checked against the information in the tax return for identification purposes.
How does data retrieval simplify the completion and submission of the tax return?
From when can I use the offer for electronic data retrieval?
The tax authorities provide the latest electronic data at the beginning of the following year. So, if you want to process the tax return for 2024, the electronic data will be available for retrieval at the earliest at the beginning of 2025.
However, the data relating to you personally can only be displayed once it has been submitted to the tax authorities. For example, your employer or your health insurance company has until 28 February of the following year to submit the data for your income tax return, in accordance with legal deadlines.
Employers must therefore report the electronic data for the payslip for the year 2024 to the tax authorities by the end of February 2025 at the latest. It is therefore advisable to use the data retrieval from March of the following year.
If you have set up electronic data retrieval with Lohnsteuer kompakt, you will automatically receive an email notification as soon as new data is made available for you by the tax authorities.
From when can I use the offer for electronic data retrieval?
Is the data retrieval secure?
Data protection is of the utmost priority for Lohnsteuer kompakt. Only you can access and view your data in your customer account.
You transfer your data over the Internet. To protect tax confidentiality, tax data is always encrypted.
- The software and data are hosted in a high-security data centre in Germany.
- All tax data is stored in encrypted form.
- Secure HTTPS transfer of your data (SSL certificate).
- Strong 256-bit encryption, root certificate with 2048 bits.
For more information, please refer to our privacy policy.
Is the data retrieval secure?
