Would you like to prepare your income tax return yourself? No problem.
Membership 1
After registering, you book a consultation with us via Zoom - You send us copies of your tax relevant documents / receipts online - We do the tax calculation - We tell you what you have to enter and where - You submit your tax return yourself via ELSTER (or another program) - A copy of your ID card + declaration of completeness are required - Attention: We do not make any data requests from the tax office.
Preparation of the tax return
After you have decided on membership 1, book a personal consultation appointment (Zoom call) with our team. At this appointment you can briefly describe your case and we will discuss the timeline and the necessary documents.
You must then register with the ELSTER service if you are not already registered. Then send us a copy of your valid ID card as well as PDFs or photos of your tax documents. We then carry out the tax calculation. We will then send you screenshots of the entries for the tax return with a declaration of completeness in which you confirm that you have submitted all documents and information in full. You must fill out and sign the declaration of completeness and send it back to us. Then you just have to transfer the entries into your ELSTER program. Send - done! (Documents will be sent to you via Dropbox) Documents that you should always have ready are:
Income tax certificate
Pension notice
Unemployment benefit notice
other official notifications of support services received
Evidence of health and nursing care insurance contributions, etc.
It is important that you declare your entire income - otherwise you will face penalties. You should also record all relevant expenses immediately, as filing later may result in a long processing time.
Our consultants will accompany you throughout the entire process (registration – preparation – submission).
Filing the tax return
Submitting the income tax return is only possible online via the personal account at ELSTER (official administration program).
We will show you how to register with ELSTER to get your personal account. Once you have the account, we will help you file your tax return online.
Tax assessment
After you have received your tax assessment, you should check it immediately, as the objection period is one month.
If you have any questions, contact us!
Consulting
We will support you throughout the entire process with our personal advisors until everything is completed.“Since the ELSTER program is easy to use, there was no question for me that I could create and submit my declaration myself. However, I wasn't sure which expenses I could deduct and how. The personal advice helped me a lot and I even received a tax refund.”
– Sara J., Member
