How can I change my tax class and what deadlines do I need to consider?
June 7, 2022 | 40,00 EUR | answered by Dirk Voigt
Dear tax advisor,
my name is Dietrich Hentschel and I work as a full-time employee. Currently, I am in tax class III, as my wife is not employed. However, we are now planning for my wife to start working part-time soon. This would make it financially beneficial for us if I were to switch to tax class IV.
Therefore, my question is: How can I switch tax classes and what deadlines do I need to consider? I am concerned that a late switch of tax classes could lead to financial losses for us. Are there specific deadlines that I need to meet in order to make the switch in time?
Additionally, I would like to know what documents I need for the tax class switch and what exact steps I need to take to successfully complete the switch. I would be very grateful if you could provide me with detailed information on this topic so that we can optimize our tax situation.
Thank you in advance for your help.
Sincerely,
Dietrich Hentschel
Dear Mr. Hentschel,
Thank you for your inquiry regarding changing tax class. I am happy to help you optimize your tax situation.
To switch from tax class III to tax class IV, you need to submit an informal application to the responsible tax office. This application can be submitted in writing or electronically. There are no specific deadlines to follow, but I recommend submitting the application in advance of your wife's planned part-time work start date to avoid financial losses. Generally, the tax class change will be effective from the month in which the application is received by the tax office.
For the tax class change, you will usually need the following documents:
- Your ID card or passport
- Your tax identification number
- Your wife's tax identification number
- The completed application for tax class change
The tax office may also request additional documents to process the change, so I recommend finding out the specific requirements in advance.
Once you have submitted the application to the tax office, they will review and process the tax class change. Once the change is complete, you will receive a notification regarding the new tax class.
I hope this information is helpful. If you have any further questions, please feel free to contact me.
Best regards,
Dirk Voigt
