Obtaining Information from the Tax Office – What Taxpayers Need to Know

When you have a question about tax matters, your first thought is usually to consult a tax advisor. But can’t the tax office also provide tax information? After all, all the relevant figures are compiled at the tax office responsible for your case. In fact, as a taxpayer, you can also contact the relevant tax office directly. However, there are various aspects to consider and some distinctions to be made. This is because the tax office is also bound by rules when providing any information. As tax advisors in Düsseldorf and Oberhausen, we are familiar with the most important aspects and have summarized them for you.

What information can the tax office provide?

In theory, the tax office can provide information on all tax-related matters. Especially when it comes to specific information related to the respective tax office or your own tax situation, getting information directly from the source can be very helpful. When it comes to information from the tax office, two categories must be distinguished:

• Non-binding information
• Binding information

Below, we will outline the differences for you.

What is non-binding information from the tax office?

With so-called non-binding information, you can contact the relevant tax office with a question free of charge. It should be noted, however, that tax officials are not obligated to respond to a request for non-binding information. Another disadvantage is that non-binding information, as the name suggests, is not binding and therefore not legally enforceable. So if you receive incorrect information, there is no guarantee in the event of a dispute that this information was correct. A non-binding ruling is therefore only suitable for matters that are not of high importance or where the consequences of incorrect information are manageable.

What is binding information from the tax office?

We have already established that non-binding information does not provide sufficient certainty for particularly important or complex questions. In such cases, you must request binding information. As a taxpayer, you are entitled to this form of information. The tax official is therefore obligated to assist you. However, for a binding ruling, you must pay a specific fee based on the “value of the matter.” The major advantage of a binding ruling is obviously the fact that it is binding and the tax office must adhere to the statements made. To obtain a binding ruling, you must submit a written application explaining the relevant facts and the question.

Information from a Tax Advisor

Information from the tax office can offer advantages in specific cases. For most questions regarding tax matters, however, you are better off consulting a tax advisor. Your tax advisor will provide you with the necessary information reliably, quickly, and without additional applications. Depending on the question and issue, the costs may also be significantly lower.

Are you looking for the right tax advisor? With our offices in Düsseldorf and Oberhausen, we’re here to assist you with all your tax questions. You can always rely on the advice from our qualified team. Contact us to schedule a consultation.