Not every piece of tax-relevant information requires a supporting document. Details such as how far you travel to work, how many days you work from home, or what proportion of your mobile phone contract is for business purposes can be entered in the ‘Tax Information’ section. Guided questions will lead you through the necessary entries. You’ll answer, step by step, what’s required for your tax return and won’t need to write anything in your own words or work it out yourself. A clarification first: this isn’t about documents, but about details entered into the system. Uploading supporting documents and entering tax-related data complement each other. Some items require a supporting document, some just a figure, and some both. This article explains what constitutes ‘tax information’, how to use this section and how to navigate the guided questions.

You enter your tax details in an interview format. I’d like to go through this interview with you step by step. Under ‘Personal details’, enter your personal details. That means your title, first name and surname are correct so far, and your date of birth is also correct. I am a tax adviser by profession and am not liable for church tax. This has not changed in 2025 either. My address is correct, my email address is also correct, and in 2025 I am now married. We can now enter the specific date there as well. Now let’s move on to the bank details. I have no children entitled to child benefit and have no further information for the firm. I can now save this. Under ‘Professional details’, we’ll go through the professional information. For 2025, travel expenses. Can we add travel expenses? I set off from 36 Gartenstraße and drove to 4 Musterstraße in 31134 Hildesheim by car. The distance is 2 kilometres from 1 January 2025 to 31 December 2025, 5 days a week. I had 30 days’ holiday, was off sick for 10 days, was not absent on any other occasions, and I have no further comments for the firm. The next section deals with working from home. You can add a home office here. The first question is whether, in 2025, a workplace was generally available at your employer’s premises. Yes, throughout the year. And on 30 days in 2025, I worked from home. I have no comments. The final item under work-related expenses is internet and telephone. This concerns whether we used an internet or telephone connection for business purposes in 2025. We can add that here as well. It was with Telekom. We used it for twelve months at a monthly cost of 50 euros. And the proportion of business use was a flat rate of 20 per cent. Alternatively, you can also enter a specific amount here. You can also leave comments here. And that covers our business expenses. You also have the option here to enter the costs for your partner. Under ‘Rental and Leasing’, we can create properties for letting and leasing. By clicking ‘Add rental and lease’, we can create the property here. This is Musterstraße 5 in 31134 Hildesheim. This is the property – specifically, flat number 1 on the first floor on the left. The property is owned 50% each by myself and my partner. It was acquired on 3 July 2025 and was also completed on 3 July 2025. The property was neither sold nor transferred free of charge in 2025. Nor was the property used as a holiday let, let on a short-term basis, or let to relatives for residential purposes. It has a total living area of 80 square metres. Of this, 0 square metres were used for personal occupation or let to others free of charge, and 0 square metres were used as a holiday let. The rental income for 2025 has changed compared with the previous year. Here you can leave comments for the solicitors’ firm; for example, the basic rent is 750 euros. You can now save this here and, via ‘Documents’ for uploading in this section, simply select files; theoretically, you could also attach the tenancy agreement. Once you have finished, you can click ‘Start’ to notify the law firm.

No. Some items are entered as a declaration only, such as the distance to work. Others require additional supporting documentation, such as donations. We will clarify what is required in your case whilst processing your return.

Leave the relevant field blank for now and get in touch with us. We’ll help you enter the correct information.

As long as we haven’t finalised your tax return, you can update your details. Please let us know briefly about any subsequent changes.

This section is activated for each tax year. If it isn’t visible, it means we haven’t yet activated it for the selected year. Please get in touch with us and we’ll activate it for you.

Some details from the previous year are available. Please check these in any case, as figures such as distance or days worked from home may have changed.

The two complement each other. The supporting documents provide the evidence, whilst the tax data provides the information for which there is no supporting document. We link both to your tax return.

The topics that apply to your situation are relevant. You can skip those that do not apply to you. If in doubt, please contact us.