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Individual income tax checklist

Our checklist for individual income tax provides a first overview which documents and information we usually need to prepare your income tax return. In addition we are happy to discuss your individual tax situation in a personal meeting in order to include all relevant information.

 

Power of authority

If you would like us to review your tax assessment notices, monitor your deadlines, receive correspondence and answer requests from the tax authorities directly, you can grant us power of attorney by completing and signing the attached form.

 

Registration sheet for private clients

To register you as a client in our systems we will need certain personal data from you. You can enter your data in the attached form and send it to us. Of course, your personal data will be treated strictly confidential.

 

SEPA direct debit mandate

If you would like to give us a direct debit mandate, you can fill out and sign the attached form and send it back to us. Of course every direct debit collection will be timely announced in our invoice.

 

Statement of participation for publications in the Federal Gazette

Certain companies (in particular corporations like GmbH and UG) are legally required to publish or file their annual financial statements. In order to publish your financial statements in due time, we need the signed agreement on the electronic transmission of you annual accounts data.

 

Personnel questionnaire for employees

If you would like to hire a new employee who is subject to social security, please complete the personnel questionnaire, sign and send it back to us. We will then deal with all relevant notifications and include the respective employee in your company’s payroll.

 

 

Personnel Questionnaire mini job or short-term employment

If you would like to hire new temporary staff (e.g. mini job, temporary employments), please complete the registration sheet for workers with mini jobs or short-term employment, sign and send it back to us. We will then deal with all relevant notifications and include the respective person in your company’s payroll.

 

Personnel questionnaire for apprentices

If you would like to hire a new apprentice, please complete the personnel questionnaire for apprentices, sign and send it back to us. We will then deal with all relevant notifications and include the new apprentice in your company’s payroll.