The tax return is often an affordable matter. For whom a tax advisor is really worth it.
Creating a tax return is often an annoying matter. It takes time for you to collect all the documents. Often you are unsure whether you have given all the information or there is no more back. Up to which degree you can make your tax return alone and who is a tax advisor worth?
On average there is 1,000 euros back
Basically, not everyone has to make a tax return at the end of the year. However, in most cases it is worthwhile to give them voluntarily. Because the state usually does not require a tax return if it assumes that the private individual has to be reimbursed. Incidentally, employees will get around 1,000 euros back if they make their tax return. The tax return is therefore definitely worth it. But not everyone needs the help of a tax advisor.
If you are unsure when filling out the forms, you can first of all on tax software such as miracle tax* or Zasta* fall back that is available from a few euros. This gives you more favorable than with a tax advisor and are still partially supported. Making the tax return itself makes sense if the private situation is not very complex.
If there is only one kind of income, no extraordinary family circumstances such as a care case or a divorce and no extraordinary deduction options that go beyond common flat rates and allowances, the tax return should best be made. Because: In such less complex cases, even a tax advisor has little scope for design and can no longer achieve more than yourself.
If it can be a little more than one tax software, there is also the possibility of via the provider make tax* to have the tax return digitally created. Without previous knowledge and without paperwork, the tax return can be instructed online and have experts done.
Real estate owners and shareholders
In return, a tax consultant, for example, makes sense for private individuals if you have several types of income – such as normal salary plus capital gains and money from rentals. Even those who want to sell costs that are not common, such as weekend home trips or expensive training courses, are often well advised with a tax advisor.
However, it should be noted that a tax advisor naturally does not do his work for nothing. A tax advisor usually offers its customers an expense assessment, depending on how much time he believes he needs to need for the tax return. For private individuals, going to the tax consultant can cost 500 euros – but also in the four -digit range. A tax advisor is therefore only worthwhile, although it is expected to be able to deduct a certain amount with his help.
Incidentally, it is often also worthwhile to obtain several offers from tax consultants before choosing you. Tax advisory costs can also be deducted from the tax next year.
What about entrepreneurs and the self -employed?
For companies, it is often recommended to visit a tax consultant for the tax. Especially from a certain size and some employees, he can help to keep an overview. If you employ your own accounting, you don’t necessarily need a tax advisor. Nevertheless, it can make sense to commission it at the end of the year in order to have the booking processes of the past year checked.
Another alternative can be offered by the offer of Contest* be. This is an extensive tax service and a combination of tax advice and digital solution. Here you can easily control your bookkeeping via the app, the tax issues are then made by experienced tax experts of the Contest* Tax advice done.
Small business owners, i.e. the self -employed, who have low annual sales of less than 17,500 euros, usually do not need a tax consultant. Although you have to submit a tax return, an income-surplus calculation is sufficient, which is easy to do yourself or with software support.
Editor finance.net
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