Sec. 371 AO Service · Legal position 08/2026

Voluntary disclosure

If years are undeclared, German law still offers a way back — but only while the tax office has not yet found out, and only if the disclosure is complete. Both conditions are getting harder to meet as reporting data starts to arrive.

The essentials
  • Exemption from punishment under section 371 AO requires completeness, timeliness and payment.
  • Complete means all unexpired years and at least the last ten calendar years.
  • A partial disclosure fails entirely — and directs attention to exactly the right place.
  • Above €25,000 per act a surcharge of 10, 15 or 20 per cent applies under section 398a.
  • Note: do not contact the tax office yourself first. It can close the door before you begin.

When it is the right step

Not every gap in a return is evasion, and not every case needs a formal disclosure.

01

Nothing was ever declared

Trading ran for years, no crypto figures ever appeared in a return. This is the classic case and almost always calls for a disclosure covering the full period.

02

Only fiat withdrawals were declared

Very common, and rarely deliberate. Under German law every swap between coins is a disposal. Someone who declared only euro withdrawals has an incomplete return, whatever they intended.

03

Staking or lending was left out

Rewards are income from services at the moment of receipt, separate from any later sale. Where they were omitted, the correction usually reaches several years at once.

04

A simple correction may be enough

Where there was neither intent nor recklessness, a correction under section 153 of the Fiscal Code can be the right route instead. Which applies is a judgement to make before anything is filed, not after.

Do not write to the tax office first

A phone call asking how to fix things, an email mentioning crypto, an informal note — any of these can amount to discovery and bar the exemption. There is no way back from that point.

Speak to an adviser before you speak to the authority. Confidentiality under section 57 of the German Tax Advisory Act applies from the first conversation, and the order of steps can then be planned.

What completeness requires

This is where crypto cases differ from a foreign bank account, and where the time actually goes.

A disclosure must correct all criminally unexpired tax offences of the same type in full, and at least the last ten calendar years. For a bank account that means requesting statements. For crypto it means rebuilding a history that may never have existed in usable form.

What has to be reconstructed

Exports from every exchange ever used, including closed accounts and insolvent platforms. Every address you controlled, so that transfers between your own wallets are not booked as sales. A price for every inflow at the moment of receipt. A disposal sequence, chosen and applied consistently. And the derivation of each figure, so that the tax office can follow it.

Where a platform has disappeared, this is rebuilt from the blockchain and from bank statements showing payments in and out. It is doable. It is not quick.

Why an incomplete disclosure is worse than none

A disclosure that misses a year, a platform or a category of income does not partially work. It fails as a disclosure while simultaneously telling the tax office that undeclared crypto exists and roughly where. That combination is the worst position available, and it is reached most often by people who filed quickly out of anxiety.

Why the timing is now driven by DAC 8 reporting

When the window closes

Several events bar the exemption. Only one of them is within your control.

The bars under section 371(2)

Notification of an audit order. The commencement of criminal or administrative fine proceedings. The appearance of an official for a tax audit or investigation. And, most relevant here, discovery of the offence where you had to reckon with it.

Each of these is objective. None depends on whether you knew about it at the time — what matters is whether a reasonable person in your position had to reckon with discovery.

What DAC 8 changes

Crypto asset service providers now report their users, and that data reaches the tax office responsible for you. In our view discovery occurs on arrival there — not on the report to the Federal Central Tax Office, and not when an official opens the file.

The practical consequence is that the deadline is no longer a date you can look up. It is a moving point you cannot observe, which is an argument for acting well before you think you need to.

  • Sec. 371(1)completeness, at least ten calendar years
  • Sec. 371(2)the bars: audit order, proceedings, discovery
  • Sec. 371(3)tax and interest payable within the period set
  • Sec. 398asurcharge above €25,000 per act
  • Sec. 376 AOlimitation for serious cases
  • Sec. 153 AOcorrection where there was no intent

Whether a position was genuinely disputed matters here too. A question that is before a tax court can hardly have been evaded intentionally — and every position taken out of the evasion figure lowers the surcharge.

What it costs

Three separate amounts, and it helps to keep them apart.

Components of the total cost
ComponentBasisComment
The tax itself Your personal rate on the gains of each year Payable in full. A disclosure removes the punishment, not the tax
Interest 0.5 per cent per month on the evaded tax Runs from the original due date. Over eight years this is substantial
Surcharge under sec. 398a 10, 15 or 20 per cent, depending on the amount per act Applies above €25,000 per act. Not a penalty but a condition of exemption
Our fee From €2,950 surcharge, plus the returns themselves Covers reviewing up to fifteen years and settling the scope. Fee schedule
Where the amount can still be influenced

The surcharge under section 398a is staged, so a position that falls out of the evasion figure can move a case below a threshold. Losses that were never declared are one route; positions that were genuinely disputed in law are another. Both are worked out before the disclosure is filed, not afterwards.

How we run it

Five stages. The filing itself is the shortest of them.

Stage 1

Confidential assessment

What happened, over which years, on which platforms, and whether a disclosure or a correction under section 153 is the right route. Nothing goes to the authority at this stage. Confidentiality applies from the first conversation.

Stage 2

Securing the data

Exports from every platform while access still exists, address lists, bank statements. Where a platform has closed, reconstruction from the blockchain. This is the longest stage and the one that decides whether the disclosure holds.

Stage 3

Calculation and scope

Gains per year, rewards per year, losses identified and used, disposal sequence fixed. The scope of the disclosure is settled here — which years, which taxes, which facts.

Stage 4

Filing

The corrected returns with the derivation attached, filed together. Where a surcharge under section 398a will apply, that is anticipated rather than discovered later.

Stage 5

Through to closure

Correspondence with the tax office and, where relevant, the criminal investigation unit, through to the assessment and the confirmation that the exemption applies. Payment deadlines are monitored, because missing one undoes everything.

Questions and answers

What does a voluntary disclosure actually do?
Under section 371 of the Fiscal Code it grants exemption from punishment for tax evasion, provided it is complete, provided it comes before discovery, and provided the tax and interest are paid within the period set. It does not remove the tax itself — that becomes payable in full, with interest.
What does "complete" mean?
All unexpired years, all types of tax, all facts. Section 371(1) requires correction for all criminally unexpired tax offences of the same type, and at least the last ten calendar years. A partial disclosure is not a partial success: it fails entirely, and it tells the tax office where to look.
When is it too late?
Once the offence has been discovered and you had to reckon with that, section 371(2) sentence 1 no 2. An audit order, the commencement of proceedings or a visit by an official also bar it. With DAC 8 reporting now running, the arrival of that data at your tax office is the practical deadline.
What does it cost beyond the tax?
Interest at 0.5 per cent per month on the evaded tax. Above €25,000 per act, exemption requires an additional surcharge under section 398a of the Fiscal Code — 10, 15 or 20 per cent depending on the amount. Plus the fees for preparing the disclosure.
I no longer live in Germany. Is it still relevant?
Yes, for the years in which you were resident. Departure ends your liability going forward; it does not close earlier years. The assessment period for evasion runs ten years and does not begin until the return was due, so years long past can still be open.
Will I go to prison?
A successful voluntary disclosure grants exemption from punishment — that is its purpose. The risk arises where it fails: because it was incomplete, because it came too late, or because it was filed without the transaction history being reconstructed first. That is why the preparation matters more than the speed.
Should I contact the tax office myself first?
No. A call, an email or an informal note can start proceedings and destroy the exemption before anything has been prepared. Speak to an adviser first — legal professional privilege applies from that point, and the sequence can be planned rather than improvised.
Responsible for content: Matthias Steger, German certified tax advisor (Steuerberater), nine years as a tax auditor.
Legal position: 25 August 2026. Sources: sections 153, 371, 376, 398a of the Fiscal Code; section 57 of the German Tax Advisory Act; Directive (EU) 2023/2226.
This page is not advice on an individual case. Where this English text and the German version differ, the German version governs.

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