Kontist organises your tax topics and is reachable for any tax-related questions. Your tax advisory* is being conducted by qualified tax advisors of the Kontist Steuerberatungsgesellschaft mbH. The Kontist tax service is only available to self-employed Kontist Premium banking customers who use Kontist as their primary business bank account. 

Currently, we can only offer you our tax service if you’re solo self-employed (no UG, GmbH, AG, GbR, OHG, KG). Additionally, the following guidelines apply: no or very few cash transactions, no obligation to keep accounts (Bilanzierungspflicht), no activity in ecommerce and with usage of payment providers such as Stripe or Paypal, no multiple self-employment (multiple tax numbers). If you belong to one of these groups and are still interested in our service, please contact our support.

The tax service is available for 149 € per month (plus VAT).

The monthly fixed fee includes the following services of Kontist Steuerberatung:

• Monthly financial accounting
• Advance VAT returns
• Adjustment of advance tax payments
• Profit-and-Loss statement (in German Einnahmen-Überschuss-Rechnung, EÜR)
• Business and private tax declaration including the following annexes: Mantelbogen – cover sheet, Anlage S (Selbständige – freelancers), Anlage G (Gewerbe – commerce), Vorsorgeaufwand – pension expenses, Sonderausgaben – special expenses, außergewöhnliche Belastungen – extraordinary costs, haushaltsnahe Aufwendungen – household-related expenses, Anlage K (Kind – children), Anlage AV (Altersvorsorge, Riester – pension schemes), Unterhalt – child support, Sonstiges – other
• Professional tax hotline, available 7 days a week from 9am to 9pm
• Kontist Premium business bank account, provided by Kontist GmbH

If you don't have an Kontist Premium account yet, the upgrade to Premium is included in the monthly price. You can cancel the tax service on a monthly basis, however, annual services (e.g. tax declaration) will only be completed if you have paid the full monthly fee for that year. However, these can only become due at a later point in time, when the tax returns are submitted, so that you have more time to get to know our service. For additional activities outside of the offer, additional costs may be incurred by prior arrangement (see following questions).

We would like to offer you the widest possible range of services for the monthly fixed fee of 149 €. Some matters that do not concern your self-employment will be billed separately.

The following matters will be charged with 99 € each (once per case) by Kontist Steuerberatung:

• Annex N (employee - client/partner)
• Annex SO (other income)
• Annex AUS (foreign income)
• Annex R (pensions and benefits)
• Annex KAP (investment income)

The following matters will be dealt with by prior arrangement for an additional fee:

• Maintenance services or costs
• Vocational training
• Illness and disability
• Divorce costs
• Natural hazards
• Home ownership
• Annex for children older than 18 years
• Capital/ investment income for trading of other financial products
• Annex V (renting and leasing)
• Examinations by the tax office 

We are not yet able to offer the following matters: Annex FW (funding of home ownership) and Annex L (agriculture and forestry.)

For ongoing activities of Kontist Steuerberatung in connection with financial accounting, advance tax payments and advance VAT returns, no additional costs are incurred.

If you have booked the Kontist tax service until 31.12.2020, you already secured yourself the monthly fixed fee of 99 € plus VAT. If you do not need any services for the year 2020, you started paying the monthly fixed fee in December and keep this reduced price permanently. For customers who book the tax service from January 2021, the regular price of 149 € per month plus VAT applies. If you would like Kontist Steuerberatung to take over services for the year 2020 (e.g. commercial or private tax declaration, annual tax statement, P&L), all monthly fees for 2020 (i.e. 99 € per month for January to December 2020) are due retrospectively.