How does the online submission with identification work?
By online submission with identification, Lohnsteuer kompakt signs your tax return digitally for you on your behalf.
The electronic document is transmitted directly to the tax authorities via a secure internet channel and processed there as a legally valid tax return. This is also the common procedure when tax advisors transmit their clients' tax returns to the tax office.
To use this submission option, you need to identify yourself digitally for security reasons to prevent misuse. Identification is required by law under § 87d of the German Fiscal Code (Abgabenordnung).
Identification and activation of this submission option can be done in one of the following ways:
(1) Retrieve your data from the tax office
If you have activated electronic data retrieval in Lohnsteuer kompakt, the tax return can be submitted right away. For this purpose, the master data of the tax account holder (including name, address, date of birth, tax identification number), which are stored about you at the tax administration, are checked with the information in the tax return for identification. The activation of the data retrieval at the tax administration is carried out once and can take up to 2 weeks.
(2) Payment via PayPal
If you paid using PayPal, the PayPal status "verified" will be used in connection with the account data stored at PayPal (name, address) for identification purposes. After successful payment with PayPal as well as the PayPal status "verified", the online submission is immediately available to you.
Other restrictions:
- You can submit a maximum of two tax returns per tax year without your own certificate.
How does the online submission with identification work?
How does data retrieval assist with online tax returns?
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. The tax authorities also refer to the data provided as the "pre-filled tax return" (VaSt). (More information at: What is data retrieval?)
Once you have activated data retrieval in Lohnsteuer kompakt, you can immediately use the online submission for your tax return. The master data of the tax account holder (e.g. name, address, date of birth, tax identification number) stored by the tax authorities is checked against the information in the tax return for identification purposes.
Additionally, the data provided can be transferred to your income tax return in Lohnsteuer kompakt with just a few clicks. You do not need to enter the data yourself, and many fields are automatically filled with the correct values from the data retrieval, thus largely avoiding input errors. You only need to check the transferred data for accuracy.
How does data retrieval assist with online tax returns?
