Tax returns
Preparation and electronic filing of German tax returns for individuals, self-employed persons, freelancers, sole proprietors and smaller companies.
The focus is on complete fact-finding, clear tax classification and timely electronic filing.
Which tax returns are covered?
The exact scope depends on the individual case. Before the mandate begins, it is clarified which tax types, years, schedules and additional filing obligations are affected.
Income tax return
Preparation of the income tax return including typical schedules, such as employment income, pension and insurance expenses, rental income, capital income, pensions or extraordinary burdens.
EÜR, VAT and trade tax
For self-employed persons, freelancers and business operators, the EÜR schedule, VAT return and, where applicable, trade tax return may be relevant in addition to income tax.
GbR and partnerships
For partnerships, returns for the separate and uniform assessment of tax bases may in particular be required.
GmbH and UG
For corporations, corporate income tax returns, trade tax returns, VAT returns and the E-Bilanz may be relevant.
Preparation process
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Classification of the facts — First, the affected tax years, tax types, deadlines and special issues are clarified.
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Document request — You receive a request for the required information and evidence tailored to your case.
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Preparation and queries — The returns are prepared; open points are clarified before filing.
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Approval and filing — Before electronic filing, the prepared documents are generally provided to you for review and approval.
Typical special topics
Income from rental property, debt interest, maintenance expenses, depreciation, ancillary costs and surplus calculation.
Tax classification of photovoltaic systems, in particular taking into account the income tax exemption under section 3 no. 72 of the German Income Tax Act (EStG).
Review of tax certificates, foreign capital income and possible application assessment.
Recording taxable pension income, pension and insurance expenses and, where applicable, specific personal circumstances.
Foreign income, double taxation agreements, progression clause, withholding tax and Anlage AUS.
Review of tax assessments, deviations, explanatory notes and possible need for objection.
Which documents are required?
The required documents depend on the specific facts. Typically, the following information in particular is needed.
Basic data and prior-year documents
German tax identification number, tax number, prior-year tax assessment, prior-year return, bank details, marital status, child data and relevant changes during the tax year.
Evidence of income
Wage tax certificates, pension notifications, tax certificates, rental documents, profit determinations or business reports.
Deductible expenses
Insurance, donations, medical costs, household-related services, tradesperson services, income-related expenses and business expenses.
Case-specific documents
Contracts, loan documents, purchase agreements, inheritance documents, foreign tax documents, objection letters or tax-office correspondence.
Important limitation
Deadlines only after mandate acceptance
An enquiry or the submission of documents does not create a mandate. Filing, objection, payment or other deadlines are only taken over after explicit mandate acceptance and agreed scope of work.