Wernli Steuerberatung: Experts in expat taxes
Germany’s tax system can be daunting, even for locals. For expats, it’s often even more complex due to international income, double taxation agreements and the risk of unintentional non-compliance.
Wernli Steuerberatung can make sure you understand your obligations and can save you not only money but also legal trouble. With the June 2, 2025, filing deadline for 2023 tax returns rapidly approaching, now is the time to get your documents in order and seek expert guidance if needed.
When filing a tax return is mandatory
Even if your German employer withheld wage tax, you are required to file a tax return in Germany if you had income beyond regular employment, such as freelance work, rental income or other income sources exceeding 410 euros per year.
The same applies if you received foreign income, even if that income is exempt from German taxation, due to the so-called progression clause, which can increase your tax rate. A particularly common case that Wernli Steuerberatung deals with is when clients move into or out of Germany during the year (a transfer year), and global income may partially fall under German taxation.
Further obligations arise if you received wage replacement benefits (such as parental allowance or unemployment benefits) or if you and your spouse chose certain tax class combinations, such as III/V or IV with factor.
Voluntary filing
Even when filing isn’t mandatory, it can be highly beneficial. Many expats have job-related expenses that exceed the standard 1.230 euros deduction - commuting, working from home or relocation costs all count. In addition, home renovation or repair services and high medical costs can significantly reduce your tax burden.
If these or other deductible expenses apply, a voluntary tax return can result in a substantial refund. Voluntary returns can be filed retroactively for up to four years, so filing for 2021 is still possible until the end of 2025. Wernli Steuerberatung can assess whether this would be beneficial for you or not.
Expats' taxes are unique
Cross-border income is subject to various rules: sometimes fully taxable, sometimes tax-free, but still relevant for your tax rate. Common expat scenarios, such as having foreign stock plans, overseas pensions or dual employment, require expert handling to avoid double taxation and ensure accurate reporting.
Given these factors, expats should strongly consider professional support. Wernli Steuerberatung specialises in international tax matters and helps you manage these challenges while securing all the deductions and treaty benefits you’re entitled to.
2023 tax deadlines are approaching fast
The deadline for submitting your 2023 tax return with the help of a tax advisor is June 2, 2025, while the 2024 return must be submitted by July 31, 2025. These deadlines are firm - extensions are no longer automatic. Missing them can lead to late fees and interest charges.
Seek expert help
Wernli Steuerberatung takes care of your tax obligations, so you don’t have to worry about forms, rules or risks. They ensure your return is submitted on time, your global income is handled correctly, and all possible deductions are claimed.
Whether you’ve just moved to Germany, are planning to leave or have income from multiple countries, Wernli Steuerberatung's international expertise ensures you comply with German tax law and pay no more than necessary.
Let them handle the complexities, so you can focus on what matters most.