Where can I find the questionnaires for partners?
You can find the questions about your partner under Tax Advisory → Hand over Private Tax Declaration data
In the information for your personal tax return, you will find three sections for your partner:
1. Basic information
This section includes basic personal details.
2. Private expenses and costs
This section includes information about:
Insurance
Donations
Education expenses
Renovations
Household help
Private pension plans
3. Income
This section asks for information about, among other things:
Pensions
Investment income
Income from permanent employment
Sickness benefits
Unemployment benefits
Child benefits
Here’s a quick preview:
Your checklist: Information about your partner
The following checklist is designed to give you an overview of which information about your partner may be relevant for their tax return and which details we need:
Home office
(if applicable: How often is it used? Exclusively for work or also privately?)Working from home / remote work
(number of days per year, and, if applicable, agreement with the employer)Travel expenses to work
(one-way distance to the workplace, number of working days)Work-related equipment
(e.g. laptop, office chair or professional literature; purchase date and cost)Further training / seminars
(participation fees and, if applicable, travel and accommodation expenses)Phone & internet
(work-related percentage of use, if applicable)Double householding
(if applicable: second home, trips home, etc.)Moving expenses
(in case of a work-related move)Bank account fees
(work-related share)Other work-related expenses
(any other expenses related to the professional activity)