Process
Cooperation follows a structured process: initial enquiry, preliminary assessment, mandate acceptance, document exchange, tax processing and final review.
This ensures that responsibilities, deadlines, required documents and the scope of work are clear before the actual tax work begins.
Structured cooperation
German tax matters require a reliable factual basis. The process is therefore designed to clarify the relevant years, tax types, deadlines and documents at an early stage.
This is particularly important where German tax assessments, tax office letters, VAT matters, profit determination, bookkeeping or cross-border tax issues are involved.
Steps until processing
The process depends on the specific mandate. A German income tax return requires different documents than ongoing bookkeeping, an objection or business start-up advice. The basic structure is usually similar.
Enquiry
You describe the tax advisory need, the relevant years, tax types, deadlines and the current status of the matter.
Initial assessment
It is reviewed whether and to what extent processing is reasonably possible. In particular, deadlines, available information, responsibility and capacity are taken into account.
Scope of work and fees
Before work begins, the specific services to be performed and the fee arrangement are agreed.
Mandate acceptance
A mandate is only created after explicit acceptance, mandate agreement and, where necessary, power of attorney.
Document request
You receive a document request tailored to the matter, listing the documents and information required for processing.
Processing
After the required documents have been received, the tax work is carried out. Open points are clarified with you.
Deadlines and tax office letters
If you have received a letter from the German tax office or if a deadline is already running, this must be stated clearly in the initial enquiry.
No deadline monitoring before mandate acceptance
Sending an enquiry does not trigger deadline monitoring. Deadlines are only monitored after explicit mandate acceptance and after the relevant documents and information have been provided in time.
Documents and information
The required documents depend on the specific matter. The following examples are typical but not exhaustive.
German tax identification number, tax assessments, income documents, pension statements, rental income documents, insurance contributions and relevant expense receipts.
Revenue and expense records, bank statements, invoices, VAT documents, fixed asset information and prior-year tax documents.
Bookkeeping data, annual accounts, tax assessments, contracts, shareholder information and relevant tax office correspondence.
Foreign income documents, residence information, employer documents, tax assessments from other countries and treaty-related information.