Welcome to your onboarding process

We are glad you are here. Thank you for choosing taxservicesforexpats.

What to expect:

Step-by-step guidance
Secure data handling
Support available: [email protected].

How it works:

Provide details about yourself and your finances
Upload documents securely and easily
Review and sign the necessary forms
Finish and let us take care of the rest

Need more time?

If you don't have a document ready right now, no problem! You can leave a note in the "Any other comments" section to let us know if any documents are incomplete, or if you need access to a folder in our system to upload them later.

Click "NEXT" to begin.

Which year do you need your tax return for?

Please select the year(s) for which you need to prepare a tax return. If you need to file for multiple years, you can select more than one. *

Income

Have you received salary income? *

Yes

Compensations

Where RSUs, share programs, or severance pay part of your income? *

Yes

wage tax certificates + contractual agreements

Please upload your wage tax certificates and any contractual agreements.

Please upload here:

Any other comments

wage tax certificates

Please upload your wage tax certificates.

Please upload here:

Any other comments

Home Office

Did you work from home? *

Yes

deductible workroom

Do you have a full home office contract and your home office serve as your main place of work? *

Yes

deductible workroom

Do you have a separate workroom at home? *

Yes

deductible workroom

Does the company offer a place to work to you? *

Yes

deductible workroom

Please upload your rental agreement, your utilities statement (Nebenkostenabrechnung) and the floor plan.

Please upload here:

Any other comments

Home Office

How many home office days per week? *

Job-Related Move

Did you move (to or within Germany) for job-related reasons? *

Yes

Job-Related-Move

Did you have movement related expenses not reimbursed by the company? *

Yes

Job-Related Move

Please upload the invoices and receipts.

Please upload here:

Any other comments

Other expenses

Possible other expenses:

Work-related travel expenses (e.g., public transport, accommodation, meals during business trips)
Office supplies (e.g., paper, printer ink)
Professional development (e.g., training courses, seminars)
Professional memberships and subscriptions (e.g., journals, associations)
Work-related phone and internet expenses
Tools and equipment necessary for your job
Work-related software and digital tools
Health and safety equipment (e.g., ergonomic chair, desk)
Home office expenses (e.g., furniture, utilities)
Electronic devices (e.g., laptops, headset, monitors, keyboard
Educational expenses for job-related qualifications
Any other expenses directly related to your work or necessary for performing your job duties.

Please upload all other expenses:

Any other comments

Income

Do you earned any business, contractor or freelance income? *

Yes

Business Income

Upload your documents afterwards

After you complete the onboarding process, we will send you an email with a link to a folder in our system where you can upload all your business-related documents.

What you need to do:

Invoices and Receipts: Gather all invoices and receipts related to your business income
Profit and Loss Statement: If you have a P&L statement from your accounting system, these can also be uploaded
VAT Returns: Include any monthly or quarterly VAT returns filed during the year

Income

Do you have income from renting out properties in Germany? *

Yes

Rental income

Did you rent out for the first time? *

Yes

first time rental documentation

Upload your rental documents afterwards

After you complete the onboarding process, we will send you an email with a link to a folder in our system where you can upload all your rental-related documents.

Documents needed:

Rental contract
Loan contract
Acquisition costs:
- Notary agreement
- Real estate transfer tax
- Broker expenses
- Property register expenses
- Translator costs
- Any other related expensen
Property information:
- Year of construction of the building
- Maintenance expenses
- Property management expenses
Ancillary exenses:
- Property management statements (Hausgeldabrechnung) for the current and prior year
- Final ancillary cost bill or the previous year, showing any additional payment or refund to the tenant

Any other comments?

Rental income

Upload Your Rental Documents

After you complete the onboarding process, we will send you an email with a link to a folder in our system where you can upload all your rental-related documents.

Documents needed:

Prior Year Tax Return
Maintenance Expenses
Property Management Expenses
Ancillary Expenses:
- Property management statements (Hausgeldabrechnung) for the current and prior year.
- Final ancillary cost bill for the previous year, showing any additional payment or refund to the tenant.

Any other comments?

Rental Income

Do you have foreign rental income? *

Yes

Foreign rental income

Acquisition costs for the property:

Year of purchase

Year of construction

Please upload the calculation of the rental income and evidence for taxation in the other country.

Please upload here:

Income

Do you receive capital income? *

Yes

This includes interest, dividends, realized capital gains over

1,000 EUR/2,000 EUR for married couples

Capital income

Please upload any tax statements related to your capital income, such as:

Interest income
Dividend statements
Realized capital gains report

Please upload here:

Any other comments?

Income

Do you have any realized capital gains from crypto trades? *

Yes

Income

Please upload any tax statement or reports from crypto broker that detail your realized capital gains.

Please upload here

Any other comments?

Income

Have you received any income from pensions or retirement benefits? *

Yes

Income

Please upload any tax statements or documents that detail your pension or retirement income

Please upload here:

Any other comments?

Income

Do you have any foreign investments? *

Yes

This includes shareholding in foreign companies, properties, startups, trusts, etc.

Foreign investments

Please describe your foreign investments

If you have filed a tax return in the country where your foreign investments are located, please upload a copy of that return.

Please upload your US Tax return / Foreign Tax return

Charity Donations

Did you have charitable donations? *

Yes

Charity Donations

Please upload your donations receipts. For donations up to 300€, a bank statement is sufficient as proof. For donations over 300€, a donation receipt is required.

Please upload your charity donations receipts

Any other comments?

Medical Expenses

Did you have medical expenses not covered by insurance (e.g., teeth, eyes, medicine...)? *

Yes

Medical Expenses

Please upload your medical receipts.

Please upload here:

Any other comments?

Welcome to the next step in your onboarding process!

Thank you for completing the initial steps. Now, we need to gather some personal details to ensure we have all the necessary information for your tax return preparation.

What to Expect:

Personal information collection:
- In the following section, you will be asked to provide various personal details such as your full name, address, contact information, and other relevant data.
Security and privacy:
- Rest assured, all the information you provide will be handled with the confidentiality and in compliance.
Guided process:
- We will guide you step-by-step through the process of entering your details.

Once you have entered your personal details, we will proceed to the final steps of the onboarding process, including granting power of attorney and submitting any additional documents.

Click "Next" to begin providing your personal details.

Personal details

Title *

Academic Title

First Name *

Last Name *

Phone (+Countrycode)

Email *

Personal details

Date of birth *

Place of birth *

Nationality *

Religion *

Your personal tax ID (Steuer-ID) *

Personal details

Address (street, postcode, town, country) *

Date you moved to this adress

Previous address (street, postcode, town, country)

Date move to Germany

Address before moving to Germany

Personal details

When did you get married? *

spouse personal details

spouse first name *

spouse last name *

spouse date of birth *

spouse place of birth *

spouse nationality *

spouse religion *

spouse address (street, postcode, town, country) *

spouse personal tax ID (Steuer-ID) *

Personal details

When did you get divorced? *

Personal details

When did you get widowed? *

Personal details

Do you have dependent children? *

Yes

Dependent children are:

all children under 18
or between 18 and 24 (under 25) and
- unemployed or
- in education (school, apprenticeship, university or similiar educational program)

children personal details

child 1 first name *

child 1 last name *

child 1 date of birth *

child 1 personal tax ID (Steuer-ID) *

Do you receive child benefit (Kindergeld)?

children personal details

Would you like to add another child? *

Yes

children personal details

child 2 first name *

child 2 last name *

child 2 date of birth *

child 2 personal tax ID (Steuer-ID) *

Do you receive child benefit (Kindergeld)?

children personal details

Would you like to add another child? *

Yes

children personal details

child 3 first name *

child 3 last name *

child 3 date of birth *

child 3 personal tax ID (Steuer-ID) *

Do you receive child benefit (Kindergeld)?

children personal details

Would you like to add another child? *

Yes

children personal details

child 4 first name *

child 4 last name *

child 4 date of birth *

child 4 personal tax ID (Steuer-ID) *

Do you receive child benefit (Kindergeld)?

children personal details

Would you like to add another child? *

Yes

children personal details

child 5 first name *

child 5 last name *

child 5 date of birth *

child 5 personal tax ID (Steuer-ID) *

Do you receive child benefit (Kindergeld)?

children personal details

Would you like to add another child? *

Yes

children personal details

child 6 first name *

child 6 last name *

child 6 date of birth *

child 6 personal tax ID (Steuer-ID) *

Do you receive child benefit (Kindergeld)?

child personal details

Did you have child care expenses?

If you had any child care expenses please upload the relevant documents below.

Please upload here:

Additional Information

If your children have a dfferent address, or if you have any other comments or important details you would like to sare, please use the comment section below.

Any other comments?

bank account details

Please note:

Your bank details will only be used to process any tax refunds you may receive from the tax authorities (Finanzamt). taxservicesforexpats will never withdraw funds from your account without your permission.

bank account number or IBAN

bank code

name of bank

name of account holder

Additonal Information

Do you have any additional information to share?

Additional Information

Thank You for providing your details!

We appreciate your cooperaion in providing all the necessary information up to this point. You are almost done with the onboarding process!

Whats Next?

Download the Power of Attorney Form:
- Please download the Power of Attorney form by clicking the link below.

WORD: Power of Attorney form (click here to download)

PDF: Power of Attorney form (click here to download)

Review and Sign:
- Sign the document. You may need to print it out, sign it, and then scan it back to your computer. Alternatively, you can use a digital signature. Most smartphones and tablets support electronic signatures through various apps, e.g., DocuScan. Please note that you and your spouse have to sign it.
Upload the Signed Form:
- Once signed, please upload the form using the upload area provided below.

Please upload here: *

Please upload in.pdf

Thank you for completing the onboarding process!

We’ve received all the necessary information and documents to start working on your tax return. Thank you for your time and cooperation!

What happens next?

Review: Our team will carefully review the information and documents you’ve provided.
Contact: If we need any additional details, we will reach out to you via email or phone.
Processing: We will begin processing your tax return, ensuring everything is accurate and complete.

You will receive updates on the progress of your tax return via email. If you have any questions or need further assistance, you can always reach us by email at: [email protected]

By submitting this form, you consent to the storage of your data in accordance with the privacy policy

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