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Electronic Tax Certificates: Who Qualifies and What You Get

Learn how to use electronic tax certificates to automatically import your insurance and pension data into your tax return.

Electronic Tax Certificates allow you to automatically pull important financial data directly into your tax return.

Who it's for

This service is available to taxpayers who need to include specific financial information in their filings.

What you get

Instead of typing in every detail manually, you can automatically import data related to your insurance and pension into your tax return. This process uses what is known locally as the "Vorausgefüllte Steuererklärung," which helps reduce manual entry errors.

What it costs you

There is no direct monetary cost to use this service. However, it does require you to wait for an activation code that is sent to you via physical mail.

The catch to know

Timing is important because you must request your activation code early in the year to ensure you have it when you are ready to file.

How to apply

  1. Access your tax filing portal.
  2. Request your activation code through the system.
  3. Wait for the physical code to arrive in your mailbox.
  4. Enter the code to enable the automatic data import feature.