030-16 63 66 02 info@steuer.world

required documents

A general overview of required documents for existing customers of ours. If you have not yet signed a power of attorney for receipt and representation and deposited it with us, please book an appointment for new customers with us first: termin.steuer.world

 

Income tax return

Click here to learn more

  • completed tax questionnaire (DE | ENG)
  • completed tax checklist ( DE | ENG)
    • Check Yes or No in each line (do not leave any line blank!)
    • send all the documents listed therein

Financial accounting

Click here to learn more

  • All receipts
    • in the case of recurring income and expenses: the associated contracts, e.g. rental, subscription, leasing contracts
    • Revenue (outgoing invoices, recurring invoices, receipts, etc.),
    • Expenditures (incoming invoices, receipts, cash receipts, etc.)
      • Entertainment expenses (business hospitality at restaurant) – document all participants, amount incl. Record / write down tip
  • Proof of payment
    • all account statements in which independent / business income and expenses are stated
      • Business account (business transactions only)
      • Mixed account (private and business transactions)
        • mark all business transactions (cash receipts and cash payments that you have initiated for your business/self-employment)
    • PayPal / Stripe and other payment service providers
      • CSV export of all transactions
      • Monthly / quarterly / half-yearly overview of income and expenses
    • Cash book (if available)
      • incl. of all documents
      • there must be no receipt for cash receipts if none was issued
      • a proper cash book has the following characteristics:
        • Opening balance / closing balance
        • for each income/expenditure
          • Date
          • Amount
          • Note text (what/for/customer or similar)
          • VAT rate
          • Document number
        • Counting protocol at regular intervals
    • Cash reports
      • Z-receipts,
      • electronic cash register

Payroll accounting

Click here to learn more

  • per company
    • Master data sheet
    • Selection of tariff 1 (premium) or tariff 2 (billing assistant)
    • signed acceptance of the offer
  • per employee
    • Fully completed personnel questionnaire including all required attachments such as employment contract, etc.

home office

Click here to learn more

  • Rental agreement (all pages)
  • Floor plan incl. Marking and size (in sqm) of the study room
  • Designation of activities in the home office
  • Statement of operating costs of the property management/owner:inside
  • Designation and cost of furnishing the home office
  • Proof of payment for gas, electricity, rent
  • Possibly other indirect costs, e.g. receipts for refurbishment or renovation costs
  • possibly other direct costs for the study, e.g. work table, office chair, printer

Motor vehicle used for business purposes

Click here to learn more

  • over 50% – business use of the motor vehicle / car / truck / motorcycle
    • must be guaranteed and verifiable in case of doubt
    • Decision before the start of commissioning:
      • 1% method or logbook
    • After the start of commissioning:
      • 1% method
  • under 50% – business use of motor vehicle / car / truck / motorcycle
    • Travel expense report
    • Recording of all business trips incl. Start/address, reason for trip, end/address, km per trip, km status
    • Car = flat rate per km 0,30 EUR or individual calculation of km costs
  • Depending on the business/self-employed activity, the type of use and the personal, individual circumstances, further information must be provided or further verification requirements must be observed