Tax bonus + BAFA individual measure in the same year

Hello everyone,

We have decided to renovate our house with individual measures. Last year, we already applied for BAFA funding for the heating system. This year, the building envelope is due (roof, facade, windows/front door).

Unfortunately, I can't really make sense of the information online regarding the tax credit, whether the following combination is permissible:
- BAFA individual measure roof for 2023
- Facade and windows via tax credit also in 2023

This would at least have the advantage that I receive the funding for the roof "immediately" and do not have to depreciate it over 3 years. It always says that double funding is excluded, which in my opinion it would not be. Our energy consultant suggested the two options as "either or."

Has anyone done this before and can tell me if it works this way?

Hi,

that works.
You just can’t, for example, use [Bafa Förderung] and the tax bonus for the total amount of the roof renovation.
Double funding means using both benefits for one entire measure.

So, what you’re planning will work. You just have to calculate what makes sense for [Bafa] and what for the tax credit.

Maybe you can also split the invoices and use the full 60K for [Bafa]. Or are you already fully using the 60K with the roof?

We have now done part of our roof through [Bafa] and part through the tax bonus. (You need 2 separate invoices).
Unfortunately, we didn’t have enough of the 60K from [Bafa] left. The rest went towards the windows.