Regardless of whether you are obliged to file a tax return or do so voluntarily, whether you use a tax programme or not - in any case you must have a lot of documents ready. Not only to prove expenses, for example, but also to fill out the forms in the first place. Traditionally, this means taking out a file folder and leafing through it. Those who manage their documents digitally have a clear advantage here. With a full-text search, intelligent keywording, meta-information and sorting options, you can find things faster and with less stress. In addition, you have all your documents directly in one place and do not have to switch back and forth between different file folders and possibly other digital archiving locations.
To optimise the organisation and search even further, it is advisable to invest a little time in intelligent sorting beforehand. Digital management offers far more differentiated possibilities here, because it is not quite as one-dimensional as the classic order in the Leitz folder suggests. A document cannot always be assigned to just one category.
Those who work with fileee can use tags for this purpose, for example. In general, you first need to know what documents you actually need. You can tag these documents directly with "Tax 2015". We have listed the most important ones for you.
Themost important things you need right at the beginning of your tax returnare:
You will also need various documents relating to your work:
... and your insurances:
In addition, the following documents may also be important:
You can already tag all these documents with "Tax 2015". An important part of the tax return, for which you may also need a receipt as proof, is income-related expenses.
In order to create a little more clarity, additional tags can be used for the income-related expenses:
Work equipment: e.g. specialist literature, office equipment, briefcases, work clothing, computer equipment or intangible assets (IT software)
Travel expenses: travel costs, accommodation costs, additional subsistence expenses or other ancillary travel costs
#Application costs: own job advertisements, application folders or travel to job interviews
#Moving expenses: Only under income-related expenses if moving for professional reasons. Otherwise under "private expenses | household and handicraft services".
#Further training costs: retraining, a first degree course after completion of vocational training or vice versa, a second degree course, distance learning courses, computer courses or language trips
Other #advertising costs: entertainment costs, accident costs, tax consultancy costs, work-related sickness costs, employee share of the winter employment levy and the occupational share of accident insurance.
Of course, this is only a suggestion. Do you have any other tips for sorting your tax documents in a sensible and intelligent way? Then we look forward to your comment or message.
