Specialist knowledge Monetary benefits

Record - bill - design

This training is held in German.
In professional practice, we face a major challenge with the valuation and recording of non-cash benefits: Which ones remain tax and social security exempt? How are they to be recorded under tax and social security law? Can a flat-rate wage tax be applied? The external wage tax auditors and auditors of the German Pension Insurance in particular deal intensively with the handling of non-cash benefits. In this training , we will bring you up to date so that you are prepared for the audit.

Contents

Brief overview: Wages in tax law/remuneration in social security law

  • Delimitation of wages - no wages in tax law.
  • Delimitation of remuneration - no remuneration in social security law.
  • When are benefits granted in the company's own interest?
  • Cash salary conversion: The balancing act between design and risk.

Monetary benefits in detail

  • Reimbursement of out-of-pocket and professional expenses, assumption of training costs, tuition fees: Tax-free - but only if structured correctly!
  • Attentions, amenities and gifts in kind. How often can the employer give something tax-free?
  • Relationship purchasing, framework agreements, Miles and More points.
  • Factory outlet or works council: Optimal organization of price advantages for employees.
  • Company car/e-bike: Conventional company car or already electromobile - tax safe design - which BMF circular you should know.
  • Job tickets - public transportation, travel allowances, BahnCard - what remains tax-free and when?
  • Employer loans at reduced interest rates.
  • Use of PC, cell phone, Internet and company credit card.
  • From non-smoking courses and yoga to glasses for the computer workstation: Which health measures remain tax-free?

Employer events

  • Business trip with private extension, meetings with supporting program: Correct allocation and reliable assessment under tax law. 

Tax allowances and tax exemptions

  • Clarity in the flood of allowances and exemption limits: discount allowance, allowance for customer loyalty programs, allowance for health measures, tax-free hospitality.
  • At a glance: Lump-sum taxation in accordance with § 37 EStG.

Current case law

  • Current changes in supreme court case law.
  • Current instructions from the tax authorities.

Information on the employer's recording and monitoring obligations

Learning environment

Once you have registered, you will find useful information, downloads and extra services relating to this training course in your online learning environment.

Your benefit

The correct structuring of non-cash benefits reduces the tax burden. This is highly attractive for Employees and companies. Find out in this training how you can

  • can reliably recognize and allocate monetary benefits,
  • carry out billing and documentation correctly,
  • utilize all legal options for the design of non-cash benefits and
  • prepare for payroll tax and social security audits in a targeted and reliable manner.

Due to the extensive subject matter, the participants ' main areas of interest are queried. Your individual questions will be answered. You will receive a very comprehensive seminar script as a reference work.

Methods

Essentially a lecture with many examples, exercises and entertaining discussions. Very comprehensive script with checklists, questionnaires, examples for internal file notes and an ABC of monetary benefits. Before the seminar begins, the "favorite topics" are queried and discussed in detail.

Recommended for

Specialists in payroll accounting who are responsible for the correct accounting of non-cash benefits or who deal with tax-optimized salary structures. Basic knowledge of payroll accounting is required. Please note that the topic of "travel expenses" will only be discussed briefly.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Attendees comments

"I particularly liked the great seminar leader."

Claudia Daniel
Compusafe Data System AG

Seminar evaluation for "Special knowledge of monetary benefits"

4.7 from 5
with 630 ratings
training content:
4.7
Content comprehensibility:
4.7
Practical relevance:
4.7
Trainer expertise:
4.9
Participant orientation:
4.8
Method variety:
4.7
View into the product

Here you can get impressions of the training as well as information about the training topic.

Articles, interviews or whitepapers on the topic

Monetary benefit: Comprehensive guide for payroll accountants

Salary plays an important role when recruiting Employees . The various additional benefits often tip the scales in favor of a job offer. These non-cash benefits are seen by many people as attractive and convincing additions to the salary and therefore have a positive effect on the decision-making process. In this article, you will learn what a non-cash benefit is, what types [...]

Learn more here

Articles, interviews or whitepapers on the topic

Monetary benefit: Comprehensive guide for payroll accountants

Salary plays an important role when recruiting Employees . The various additional benefits often tip the scales in favor of a job offer. These non-cash benefits are seen by many people as attractive and convincing additions to the salary and therefore have a positive effect on the decision-making process. In this article, you will learn what a non-cash benefit is, what types [...]

Learn more here

On-site training together
Booking number
8793
€ 740,- plus VAT
1 day
in 2 locations
2 Events
German
In-person trainings
Joint online training
Booking number
33037
€ 740,- plus VAT
1 day
Online
5 Events
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
1 day
In-person or Online

Start dates and details

  Select time period
0 events
02.06.2025
Live-Online
Booking number: 33037
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Monday, 02.06.2025

09:00 am - 5:00 pm

11.07.2025
Stuttgart
Booking number: 8793
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Venue
Mövenpick Hotel Stuttgart Airport
Mövenpick Hotel Stuttgart Airport
Flughafenstrasse 50, 70629 Stuttgart
Room rate: € 136,25 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Friday, 11.07.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
28.08.2025
Live-Online
Booking number: 33037
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Thursday, 28.08.2025

09:00 am - 5:00 pm

14.10.2025
Live-Online
Booking number: 33037
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Tuesday, 14.10.2025

09:00 am - 5:00 pm

01.12.2025
Hamburg
Booking number: 8793
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Venue
Leonardo Hamburg Altona
Beerenweg 1A, 22761 Hamburg
Room rate: € 111,17 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
1 day
Limited number of participants

Monday, 01.12.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
11.12.2025
Live-Online
Booking number: 33037
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Thursday, 11.12.2025

09:00 am - 5:00 pm

25.02.2026
Live-Online
Booking number: 33037
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Wednesday, 25.02.2026

09:00 am - 5:00 pm

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 8793
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Details
1 day
Limited number of participants
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 33037
€ 740,- plus VAT.
€ 880.60 incl. VAT.
Details
1 day
Limited number of participants
Book later
You are welcome to make a non-binding advance reservation.
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
Also bookable as in-house training
demand-oriented adaptations possible
on-site or live online for multiple employees
save time and traveling expenses
Please note: We use third-party tools for selected events. Personal data of the participant will be passed on to them for the implementation of the training offer. You can find more information in our privacy policy.

About us – The Haufe Akademie

Your optimizer, innovator and companion since 1978 -
Your professional partner for professional development and seminars, training courses and topical conferences.

Whether on site, live online or in-house - our customised solutions, our claim to the highest level of consulting expertise and training tailored to your needs simplify the acquisition of skills for the working world of the future and sustainably facilitate professional development.

A wide range of seminars, individual coaching and our flexible formats support HR managers and decision-makers in shaping the future and developing employees, in-house teams and companies.

Experience the benefits of online training from the comfort of your own home. Our online formats meet the highest quality standards and are in no way inferior to face-to-face events in terms of practical relevance. Learn together live online in interactive groups or digitally at a time of your choice.

2,500+ further training
600,000+ apprentices per year
Over 95% positive reviews
2,500 trainers and coaches
17,500+ training courses held per year
Call us or send an email

Do you have any questions?

We are there for you Mon - Fri 8 a.m. - 5:00 p.m.

Stephanie Göpfert

Head of Customer Service

*Mandatory fields
FAQs

Questions & Answers

In our Questions & Answers (FAQ) section, you will find all the answers and the most frequently asked questions about your selected topic.