Client section
Information sheets
To help you prepare for a appointment with me and simplify the process of compiling your documents, the following information sheets are available for download:
- Taxation process
- Your guide to preparing your income tax return
- Required documents for income tax advice (simple)
- Income tax consultation check
- Renting and leasing – Data collection form
- Information on issuing orders for annual financial statements (HGB)
- Clients not oliged to keep accounts
- Clients obliged to keep accounts
Tax structuring and individual circumstances cannot be reliably covered in information sheets and should always be discussed in a personal consultation, as every situation is different.
Further detailed working templates, checklists, initial consultation letters, and information sheets will be provided according to your individual needs
Client monthly information
With the client information, you will receive up-to-date short articles on taxes, law and economics every month for your regular information. You will find 10 to 15 pieces of information clearly presented and formulated in an understandable way.
In addition to the monthly information provided in PDF format, you as a client will have access per email to a monthly online tax briefing for clients. This service is offered in cooperation with the Haufe publishing house and allows you to filter specifically by categories. This makes it easier for you to quickly find the case law of the past three months that is relevant to you, as well as further information on frequently requested topics – for example, income-surplus accounting, the e-invoicing requirement, voluntary disclosure, or hidden profit distribution (vGA).
Links
DATEV Mandantendialog Jahresabschluss
- 48 tax calculators
- DATEV Upload mobil – Digitise and transfer documents
- E-Rechnung – View attachment (activity report)
- GoBD Praxisleitfaden für Unternehmen + BMF-Schreiben
- Internationale Beschäftigung
- Rentner, Informationen zum Steuerrecht
- Change language in the DATEV portal (DE/EN) + click instructions
- Sozialversicherung, Statusfeststellung: Krankenversicherung + Rentenversicherung
- Search for certified German tax advisors online + Amtliches Verzeichnis
- Chamber of commerce an industry Berlin: Income and surplus calculation (EÜR)
- Tax de-registration or re-registration of a company
- Translation aids for tax returns and assessments in English