We are legally obliged to inform you about the upcoming exchange of information on church tax. For members of a tax-raising religious community, we automatically pay church tax on settlement tax to the tax office. However, this only applies if your investment income exceeds the savings lump sum (single: 801 €, jointly assessed: 1,602 €) or if you have not placed an exemption order with us. The church tax rate in Baden-Württemberg and Bavaria is 8 percent, and in the other federal states 9 percent as a surcharge to the capital gains tax of 25 percent. Capital income as part of income has been subject to church tax, so it is not a new tax.

In order to be able to deduct church tax, we are legally obliged to check your religious affiliation in the form of an encrypted license plate at the Federal Central Office for Taxes. The so-called church tax deduction feature (KiStAM) provides information about your membership in a tax-raising religious community and the applicable church tax rate. The survey will be conducted once a year between 1 September and 31 October.

Your advantage: Your church tax obligation for capital income is thus fully compensated. Further information on the tax return is omitted.