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Taxes

What is Progression Clause?

Watch out with short-time work, parental allowance or unemployment benefit: these benefits are tax-free, but they raise your tax rate. This can lead to unexpected back payments of several hundred euros.

The progression clause is an unpleasant surprise many people only experience when filing their tax return. Even though benefits like short-time work allowance, parental allowance, sick pay or unemployment benefit are tax-free, they increase the tax rate applied to your remaining income. This can lead to back payments of several hundred to a thousand euros.

An example: you earn €30,000 a year and receive €10,000 in parental allowance. The parental allowance itself is tax-free, but your tax rate is calculated as if you had earned €40,000. This higher tax rate is then applied to your €30,000. Result: you pay about €800-1,000 more tax on your salary than you would without the parental allowance.

Practical tip: if you're receiving or have received wage-replacement benefits, you should set aside money for possible tax back payments. As a rule of thumb: put aside around 10-15% of the wage-replacement benefit received. On €10,000 of short-time work allowance, that would be a reserve of €1,000-1,500 for your tax return.

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Keywords: progression clause germany, tax progression proviso, short-time work allowance tax, unemployment benefit tax germany, parental allowance tax germany