Tax Return – Checklist for Important Documents

01

Personal Details & Basic Documents

5 Punkte

Your Tax Identification Number (TIN / NINO) and personal tax referenceNotice of assessment from the previous year (as a reference for prior values)Current bank details (IBAN/Account Number) for the refund payoutAnnual statement of earnings from your employer (e.g. P60, P45, or local equivalent)Proof of any unemployment benefits, parental leave pay, or short-time work allowances

02

Employment Expenses (Deductibles)

4 Punkte

Commuting costs: calculate the mileage or keep public transport tickets for travel to your primary workplaceWork from home allowance: note down the exact number of days worked from homeReceipts for work equipment (e.g. laptop, professional books, tools, office supplies)Invoices for training and professional development (seminar fees, travel, and accommodation)

03

Special Expenses & Insurance

3 Punkte

Statements for private pension plans and retirement savingsPremiums for other deductible insurances (liability, accident, income protection insurance)Donation receipts or certificates for registered charities or political parties

04

Extraordinary Financial Burdens (Medical Costs)

3 Punkte

Co-payments and receipts for prescription medication and medical treatmentsInvoices for glasses, contact lenses, dental prosthetics, or hearing aidsTravel expenses to doctors, therapies, or hospitals

05

Household Services & Tradespeople

3 Punkte

Invoices from tradespeople (e.g. painters, repairs, boiler servicing)Landlord’s annual utility statement (often contains deductible costs for caretakers, stairwell cleaning, or winter grit services)Invoices for domestic cleaners or gardening work on your own property

06

Children & Childcare

2 Punkte

Keep the Tax IDs of all your children readyInvoices and bank transfer receipts for childcare (nursery, kindergarten, childminder)

Tax Return – Checklist for Important Documents

Personal Details & Basic Documents

Employment Expenses (Deductibles)

Special Expenses & Insurance

Extraordinary Financial Burdens (Medical Costs)

Household Services & Tradespeople

Children & Childcare

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