You need to know: Elster Online vs. elsterformular
In addition to the Portal,"Elster Online" there is still the "elsterformular". The latter is much more of a Software, with the you offline your tax return can create. The exact difference between the two variants, we will explain in a further practical tip. How to fill out the form, we will explain in the Video.
- By a certificate of both services are connected to each other, so that you can send at the end of the created offline income tax return electronically to the IRS.
- How exactly is the Online Portal of the magpie works, read the following sections.
Portal: Elster Online
1. The registration at the Elster Online
"Elster" stands for "Electronic tax return", and will in the long term, the paper peel off.
- With the Elster-registration it is enough usually the free Elster basis to select (see image). This is for workers and small businesses in General, sufficient.
- Now you can click on "info and registration without Java" registration "step 1" to continue.
- Here you need in addition to your personal data, the tax number or Identifikationsnnummner, as well as the relevant tax authority specify. The tax number you will find on the top left of on your income tax return. You have never done a tax return and no tax number, you may submit the tax return without this information.
- While you have your tax number, at the latest, after the first tax return received, the identification number of a "life-long" Code, you will virtually from the birth of get. It is to apply in the future, the tax number to replace even with health insurance, employment office and others. You do not know your ID number you can contact the Federal Central tax office. With which number you register, you can choose from currently.
- You have entered your data, you will receive after a few days, an activation Code is mailed to your Elster-registration must complete.
- Thus, a security certificate is associated. This is a file that is saved on your Desktop and a password contains. This is to ensure when logging in that only you get access to your tax data.
Register at Elster
2. First steps in Elster
- After the Login you get to the home page of the portal, an Overview of new messages from your financial office and a list of pending tasks. Among other things, you will see also, whether a financial officer has already accepted your tax return or is still in the "Waiting mode".
- In the menu "forms" you can start the electronic tax Declaration. Here you will find the income tax return, wage tax, capital income tax, value added tax, as well as the forms for the corporate income tax.
- Filling out the forms is greatly facilitated if you complete all of the user data and a control profile with a name and a tax ID number to create.
- A small introduction to the income tax statement with Elster Online, you will find in the next section.
Forms in Elster Online
3. The income tax with Elster Online
- First, select at Elster Online the menu "forms" and click on "income tax" or "income tax return".
- Now you need to select a tax profile manually, or tax number and tax office to register. To do this, specify the year in question.
- In the next step, you should decide whether you want to submit the supporting documents or not. Then you can edit the various forms.
- The electronic forms are very similar to the paper-based income tax Declaration: In the "main form" you need to specify in addition to Bank account and forms of income special expenses, such as pension insurance, donations or tuition fees. These so-called "tax-reducing facts to" reduce their tax burden.
- As in the case of a written tax return, you must fill out some plants. You can find this below the main form, for example, "Appendix C" for income from capital assets or the "plant child".
- If you have questions about the individual systems and sub-points, to help the small question mark next to the input fields.
Elster: "Main Form"
4. These plants need you
In addition to the "main form" you need to fill in various systems, depending on whether they are employees, employers or self-employed. These systems are the one for you - additional forms depending on the type of Income submitted.
- Workers: Annex N (income from employment), investment, pension costs (pension/care/health/social insurance in accordance with income tax certificate), as well as in the case of a Riester contract, the system AV (retirement).
- Self-employed: system S (income from self-employment), investment AV (retirement/pension), investment pension expense (pension/care/health/social insurance) and, depending on the level of income system EUR: The revenue-Surplus account (max. 30,000 Euro profit/year), or in the case of higher-income, a balance sheet account.
- If you have taken as a self-employed sales tax, you need to make this in a separate VAT Declaration also asserted. In the case of a notified trade you must pay from 10,000 Euro / year trade tax.
Elster: Facility Preparedness
5. The tax explanation to send to the tax office
If you have successfully completed all the necessary fields, you can send at the end of the tax return with a click to the IRS. You will then get your tax calculation as a PDF and a few weeks later, a Letter from your tax office sent. The calculation is either confirmed or a question on the tax return provided. For example, the documents for tax-reducing circumstances can also be requested.
Magpie to the tax authority, send
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