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?
Income
Compensations
wage tax certificates + contractual agreements
Please upload your wage tax certificates and any contractual agreements.
wage tax certificates
Please upload your wage tax certificates.
Home Office
deductible workroom
Please upload your rental agreement, your utilities statement (Nebenkostenabrechnung) and the floor plan.
Job-Related Move
Job-Related-Move
Please upload the invoices and receipts.
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.
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
Rental income
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
Upload Your Rental Documents
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.
Rental Income
Foreign rental income
Please upload the calculation of the rental income and evidence for taxation in the other country.
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 any tax statement or reports from crypto broker that detail your realized capital gains.
Please upload any tax statements or documents that detail your pension or retirement income
This includes shareholding in foreign companies, properties, startups, trusts, etc.
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.
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.
Medical Expenses
Please upload your medical receipts.
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
spouse personal details
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 personal details
Did you have child care expenses?
If you had any child care expenses please upload the relevant documents below.
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.
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.
Additonal Information
Do you have any additional information to share?
Passport
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.
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]
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