How to prepare your travel expense report correctly

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In principle, every employee can submit their travel expense report with their income tax return. All travel costs that have arisen within a working year are listed. With a five-day working week that is a total of 230 days, with a six-day working week, 280 days. If you worked on additional days, you can also claim these travel expenses.

Submit travel expense report with the tax return.
Submit travel expense report with the tax return.

What you need:

  • List of trips
  • Informal application

Travel expense accounting for journeys between work and home

  • Anyone can claim the lump sum for employees. It does not matter whether you ride to work by bike, bus or car. Even pedestrians can claim the distance flat rate. The only exception is when using airplanes and taxis.
  • From a tax point of view, they belong ride costs with the travel expenses.
  • The employer can grant the employee a travel allowance. This is mostly the case when the employee drives the distance between work and home in a private car. The travel allowance is also taxable, but can be taxed at a flat rate by the employer. In this case, the employee does not have to pay any social security contributions for the travel allowance.

Calculate commuter allowances and travel allowances correctly

  • In contrast to 2007 and 2008, travel expenses for the entire route can be claimed again from 2009. The travel surcharges are also fully taxed again and therefore exempt from social security contributions.
  • The distance flat rate for your travel expense report is 0.30 euros per kilometer for a one-way trip. In many cases, too many social security contributions were paid due to the reduction in the commuter allowance. You will receive an application for reimbursement of excess amounts paid from your health insurance company.
    • This is how you correctly list the employer’s fare in your tax return

    Often long journeys to the workplace or Business trips for many employees in ...

The properly listed travel expense report helps the employee to get a tax refund. Therefore, you should also submit a travel expense report from the employer in the case of travel allowances.

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