Client area

Here you can download the most important checklists and templates.

Checklists

In order to be able to prepare your tax return, we need a number of documents from you.

In order to find out which documents these are, we have prepared a checklist (PDF) for you.

Checklist tax documents German
Checklist tax documents English

Employer confirmations
for employees

You would like to optimally prepare for your tax return and ensure in advance that your homeoffice is recognized by the tax office?
You work in constantly changing locations and want to claim for the additional meal expenses to avoid the tax office making cuts in your income-related expenses later, we provide you with a few templates for an employer confirmation:
Employer confirmation Homeoffice
Employer confirmation Einsatzwechseltätigkeit
(no fixed place of work)

Do you support family members abroad?

In order for these expenses to be recognised by the tax office, the need for support of your relatives must be proven through a means certificate issued by the foreign registration authority in the respective country. You can find the template here:
Maintenance declaration

Do you have any additional questions?

We are happy to be at your disposal at any time.