Can I also claim the tax advisor costs retrospectively for tax purposes?
December 7, 2023 | 50,00 EUR | answered by Petra Lehmann
Dear tax consultant,
My name is Martina Fritsche and I have a question regarding tax consultant fees. Last year, I used the services of a tax consultant to prepare my tax return. Now I am wondering if I can retroactively claim the costs incurred as a tax deduction.
My situation is as follows: I experienced some changes in my professional situation last year, which made my tax situation more complex. Therefore, I decided to seek the help of a tax consultant to ensure that my tax return is correct and complete. Although the costs of the tax consultant's services initially deterred me, I recognized the necessity and used the services.
Now I am considering whether I can deduct the tax consultant fees retrospectively to at least recover some of the expenses. This additional financial burden would help me expand my financial flexibility and improve my financial situation.
Therefore, my specific question to you is: Is it possible to claim the tax consultant fees incurred last year as a tax deduction retroactively? If so, what steps do I need to take and what documents are required? I would greatly appreciate your support and advice on this matter.
Thank you in advance for your assistance.
Sincerely,
Martina Fritsche
Dear Mrs. Fritsche,
Thank you for your question regarding the tax deductibility of tax advisor fees. It is indeed possible to claim the costs of a tax advisor's services as a tax deduction in order to recover at least a portion of the expenses.
In general, expenses for the preparation of tax returns fall under the category of "work-related expenses" or "special expenses" and can therefore be deducted for tax purposes. In this case, tax advisor fees are considered as "household-related services" and can be taken into account for tax purposes under certain conditions.
In order to deduct tax advisor fees retroactively, you must be able to provide the corresponding invoices and receipts. It is important that the invoices clearly indicate the services provided and the amount of costs incurred. You should submit these documents to the tax office with your next tax return in order to claim the tax advisor fees.
Furthermore, it is advisable to inform yourself in advance about the specific tax regulations and requirements for the deductibility of tax advisor fees. A tax advisor can also assist you in this regard and provide comprehensive advice.
Overall, it is possible to claim tax advisor fees as a tax deduction retroactively in order to recover some of the expenses. However, it is important to keep the necessary documents on hand and seek professional advice if necessary.
I hope that this information has been helpful to you. If you have any further questions, please do not hesitate to contact me.
Best regards,
Petra Lehmann
