On average, the return is 1,000 euros
Basically, not everyone has to file a tax return at the end of the year. However, in most cases it is worth giving them up voluntarily. Because the state usually does not request a tax return if it assumes that the private individual will have to be reimbursed. Incidentally, employees get back around 1,000 euros on average when they file their tax returns. The tax return is always worthwhile. But not everyone needs the help of a tax advisor.
If you are unsure about filling out the forms, you can first use tax software, which can be bought from a few euros. This is cheaper than with a tax consultant and is still at least partially supported. Doing the tax return yourself makes sense if your private situation is not very complex.
If there is only one type of income, no extraordinary family circumstances such as a need for care or a divorce, and no extraordinary deduction options that go beyond the usual lump sums and allowances, then it is best to do the tax return yourself. Because: Even a tax consultant has little leeway in such uncomplicated cases and cannot achieve more than you can.
property owners and shareholders
In return, a tax consultant makes sense for private individuals, for example, if you have several types of income – such as a normal salary plus investment income and money from rentals. Even those who want to deduct costs that are not common, such as weekend trips home or expensive further training, are often well advised to consult a tax advisor.
However, it should be noted that a tax consultant does not do his work for free. Typically, a tax accountant will first offer their clients a cost estimate, depending on how much time they think they will need for the tax return. For private individuals, going to a tax consultant can cost 500 euros – but it can also be in the four-digit range. A tax consultant is therefore only worthwhile if you expect to be able to deduct a certain sum with his help.
Incidentally, it is often worthwhile to obtain several offers from tax consultants before deciding on one. The tax advice costs can also be deducted from the tax in the next year.
What about entrepreneurs and the self-employed?
For companies, it is often advisable to consult a tax advisor for the tax. Especially from a certain company size and a few employees, he can help to keep track. Anyone who employs their own bookkeeping does not necessarily need a tax consultant. Nevertheless, it can make sense to hire them for the annual financial statements in order to have the booking processes of the past year checked.
Small entrepreneurs, i.e. self-employed people who have a low annual turnover of less than 17,500 euros, usually do not need a tax consultant. You have to submit a tax return, but an income surplus calculation is sufficient, which is easy to do yourself or with software support.
Editorial office finanzen.net
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