Tax tips 2024: This is how couples save cleverly in the tax return!

Tax tips 2024: This is how couples save cleverly in the tax return!

The United Law Tax Aid (VLH) has recently published important information on the tax return that affect many taxpayers. Accordingly, there is an obligation to have a consultation that states that receipts and documents must be submitted at the request of the tax office, but may not be submitted together with the tax return. It is particularly relevant that invoices for craftsmen, household -related services or childcare costs should be paid uniformly, since the tax office only recognizes unaffordinated invoices.

In addition, the VLH warns of the consequences of a faulty bank details that can delay the tax refund. In general, the widespread myth that a salary increase could lead to a lower net is usually not correct; Usually there is a little more net of the wages. The VLH further explains that the tax progression means that low earners pay less income tax, while higher earners have to pay more.

Tax aspects of social benefits and spouse splitting

Anyone who has higher revenue through salary increases should note that claims may be lost on social benefits such as housing benefit. Social benefits such as unemployment benefit or parental allowance are tax -free, but are subject to the progression reservation. This means that you are taken into account when calculating the personal tax rate. If social benefits exceed the limit of 410 euros a year, taxpayers are obliged to submit a tax return.

Another important topic is spouse splitting, which enables couples to save taxes. The income of both spouses is added, halved and the income tax for the halved income is calculated before the result is doubled. This splitting tariff proves to be particularly advantageous for large income differences between the spouses. Support with the tax return is permitted; Family and friends are allowed to help as long as they don't get any money. Professional help from tax consultants or income tax relief associations is also permitted, such as Haufe

For more information on the correct handling of receipts and the possibilities of spouse splitting, interested parties can be found the detailed articles on mdr and