Offered by Kontist Steuerberatungsgesellschafts mbH
We take over your accounting from now on. Kontist Steuerberatung does not work with Lexoffice or DATEV but we work directly in the Kontist App, which is provided to us by Kontist GmbH. So we do not take over the bookings in your Lexoffice account or in any other accounting tool.
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We take over the entire bookkeeping and you get all evaluations, Advance VAT Returns and summary reports directly in your Kontist app. However, you will need a tool to write your invoices. If you use Lexoffice, Debitoor or a similar software, you can choose a smaller package and downgrade. If you are not yet using a tool to write invoices, we recommend Lexoffice: www.lexoffice.de/kontist
Basic Rules for Daily Collaboration
In order for us to guarantee you the most up-to-date accounting possible, we need your support. Please adhere to the following rules to ensure the smoothest possible cooperation:
Clear separation between private and business
Kontist for business expenses
All private expenses via your private account
Mark private transactions as "private"
No Second Business Account
Invoices and Receipts
For every business transaction you need to upload a receipt in your account. Please upload the receipt in your Kontist app as soon as possible. Depending on how you get your invoices, you can do it with either mobile app or web app.
No Cash Payments
As soon as we have received all business income and expenses and all receipts, we can start the accounting. You can see the status of your bookkeeping in real time when transactions are marked as "Verified by Kontist Steuerservice".
In the transaction display you can always see how we have categorized the corresponding transaction. You can see the applied VAT rate as well the accounting category (Elster-Category).
IMPORTANT: This label is a software suggestionl and not a final booking. Before the advance VAT return is sent to the tax office, all bookings are checked again by our accounting team.
If you were a Kontist Premium customer before, you know the possibility to re-categorize the bookings. This option is not available for Kontist tax service customers. Since we take legal responsibility for bookkeeping and advance VAT returns, you do not have the possibility to change bookings. If you have any questions or comments about specific bookings, you can always send us a message in every booking.
Advance VAT Returns
We prepare your advance VAT Return in time for the deadline. You can view your estimated payment load at any time in your Kontist app under the "VAT" tab.
On the due date, we will send the advance return to the Tax Office and send you an email with the Tax refund or payment. Then you must transfer this amount to the Tax Office within 3 days.
You can also leave a direct debit mandate with the Tax Office. Then the Tax Office will debit the amount from your account and you don't have to do anything. If you want to do this, we will be happy to help. Just write us a short message in the Kontist app or give us a short call.
Business Evaluations (BWA) & Proof of Income
We will be happy to provide you with a BWA or other Proof of Income upon request. Unfortunately, you currently can not find these monthly reports directly in the Kontist app yet.
Please send us a short message or give us a call and we will prepare your reports.
Annual Accounting Work
In addition to the ongoing monthly bookkeeping, there are some bookkeeping activities that we perform once a year when preparing the annual financial statements and tax returns.
These activities usually do not have a (major) influence on the advance VAT returns, but can make a big difference in income tax.
Depreciation of fixed assets
Consideration of the home-office
Consideration of additional meal expenses
Adjustments when taking the company car into account
You can find more information on Annual Financial Statements and Tax returns here: Yearly Financial Statements and Tax Return
Data from Previous Months
If you only switched to Kontist in the current year, you will of course still have accounting data from other accounts, other accounting tools and possibly from your previous tax advisor.
Please send us the following documents email@example.com:
All documents (incoming and outgoing invoices, receipts, etc.)
Account statements (ideally as CSV files) of all transactions
Information on your fixed assets (including previous depreciation period)
Alternatively, you can also provide us all documents in a Google Drive folder. In this case, please write us a short message beforehand so that we can provide you with a link.
*We indicate that the services of Kontist Steuerberatung are conducted by Kontist Steuerberatungsgesellschaft mbH. Support in tax-related topics such as machine-aided bookkeeping is provided by Kontist Service GmbH. Kontist does not offer support in tax-related topics nor tax advisory services, but conveys these services between you and our partners Kontist Steuerberatungsgellschaft mbH and Kontist Service GmbH. Please find our Terms & Conditions here.