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Cost overview for the tax return

Sympany makes completing your tax return easier for you: in January of the following year, you will be sent the cost overview for your tax return automatically.

The cost overview includes all premiums paid and all bills settled through Sympany from 1 January to 31 December. Any receipts not invoiced until the following year will be listed in the cost overview for the following year.

Bills cannot be listed with retroactive effect in the cost overview.

For that reason, please keep all benefit statements you receive during the course of the year in case of any queries from your tax office.

Explanation of the cost overview for the tax return

Ausschnitt aus der Kostenübersicht der Krankenkasse für die Steuererklärung: vom Versicherungsnehmer getragene Kosten und Prämien
Page 1
1 Costs borne by the policyholder:
Total amount of illness and accident costs that you have paid yourself
2 Premiums:
Total amount of health and accident insurance premiums

 

Ausschnitt aus der Kostenübersicht der Krankenkasse für die Steuererklärung: Details zu den vom Versicherungsnehmer getragenen Kosten
Page 2
3 Costs borne by the policyholder (details):
List of all bills processed during the past year, irrespective of the date of treatment, with details of the share of the costs borne by you and by Sympany

 

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