Q: As soon as we have received your Income Tax Assessment (alternatively: your tax number and personal tax ID), we will submit a 'Power of Attorney' to your responsible tax office. With this 'Power of Attorney', we can represent you in front of the tax office and the tax office mail will be sent directly to us.

Note: It may take a few weeks for the 'Power of Attorney' to be deposited with the tax office and for all tax office letters to come to us directly. Unfortunately, we are dependent on the tax office and each tax office has a different processing speed. If you still receive a letter from the tax office, please send us a photo / scan of the letter in the Kontist App or to steuern@kontist.com as soon as possible.

Q: With the Kontist App you can "look over our shoulder" in real time. In the transaction view you can always see which transactions we have already booked and how we have recorded them.

Important: If you were a Kontist Premium customer before, you know the possibility to recategorize the bookings. This option does not exist for tax service customers. Since we take on legal responsibility for bookkeeping and advance VAT returns, you have no way of changing bookings. If you have any questions or comments about specific transaction, you can always send us a message about every booking.

Question 1

Please send us all necessary documents and accesses. You should have already received a message from us in your Kontist App. To start working we need all of these:

Accepted Answer

Your last Income Tax Assessment
If available: Access to your accounting tool (e.g. Lexoffice, Debitoor). Please send the access to steuern@kontist.com
If available: Data from your previous bank accounts for the current calendar year
If available: Accounting data from your previous Tax Advisor (details can be found here: Data Export)

Question 2

As soon as we have received your Income Tax Assessment (alternatively: your tax number and personal tax ID), we will submit a 'Power of Attorney' to your responsible tax office. With this 'Power of Attorney', we can represent you in front of the tax office and the tax office mail will be sent directly to us.

Accepted Answer

Note: It may take a few weeks for the 'Power of Attorney' to be deposited with the tax office and for all tax office letters to come to us directly. Unfortunately, we are dependent on the tax office and each tax office has a different processing speed. If you still receive a letter from the tax office, please send us a photo / scan of the letter in the Kontist App or to steuern@kontist.com as soon as possible.

Question 3

As soon as we have applied for the 'Power of Attorney' at the tax office, we can take over the complete Tax Advisory for you. Feel free to contact us at any time if you have any questions. You can best reach us:

Accepted Answer

Via chat in your Kontist App
By phone at +49 30 311 986 06 (Mon to Fri, 9 a.m. to 6 p.m.)
By e-mail to steuern@kontist.com
You can find more information about the Tax Advisory here: Tax Advisory

Question 4

We take care of your bookkeeping in the month or quarter that follows your registration date.

Accepted Answer

Example: You registered for the Tax Service on January 16, 2021.

We will start the accounting in February 2021 if you have to submit a monthly VAT return or in the second quarter of 2021 if you have to submit a quarterly VAT return.
We will send the first advance VAT return on March 10, 2021 (for February) or on July 10, 2021 (for the 2nd quarter of 2021).

Would you like to start with us sooner or later? No problem! Feel free to write us a short message with your desired starting date.

You can find more information about accounting here: Ongoing Accounting

Question 5

With the Kontist App you can "look over our shoulder" in real time. In the transaction view you can always see which transactions we have already booked and how we have recorded them.

Accepted Answer

Important: If you were a Kontist Premium customer before, you know the possibility to recategorize the bookings. This option does not exist for tax service customers. Since we take on legal responsibility for bookkeeping and advance VAT returns, you have no way of changing bookings. If you have any questions or comments about specific transaction, you can always send us a message about every booking.

Question 6

We will prepare your advance VAT returns right on time for the key date. You can view your expected payment load at any time in your Kontist app under the "VAT" tab.

On the due date, we will send the advance notification to the tax office and send you an email with the tax refund or payment. You then have to transfer this amount to the tax office within 3 days. Exception: If you have deposited a direct debit mandate with the tax office, the tax office will debit the amount from your account and you don't have to do anything.

Accepted Answer

The sales tax advance returns must be made within 10 days after the advance notice period (either a month or a quarter) and sent to the tax office. The advance VAT return for January 2021 must therefore be submitted on February 10 by 11:59 p.m. Important: If the 10th is on a public holiday or weekend, the advance VAT return must be submitted on the next working day.

Question 7

The following items are charged at EUR 99 each (once per case) by Kontist Steuerberatung:

Accepted Answer

Appendix N (Employee - Customer/ Partner)
Annex SO (Other Income)
Annex AUS (Foreign Income)
Appendix R (Pensions and Benefits)
Annex KAP (Investment Income)

Question 8

The following matters are dealt in advance with an Additional Fee:

Accepted Answer

Maintenance Services or Costs
Vocational Training
Sickness and Disability
Divorce Costs
Any Damage by Natural Causes
House
System for children from 18 years
KAP investment income for trading / trading in other financial products
Annex V (rental and leasing)
Audits by the tax office

Question 9

Currently we are unable to map the following issues:

Accepted Answer

Appendix FW (Promotion of Home Ownership)
Appendix L (Agriculture and Forestry.)

Offered by Kontist Steuerberatungsgesellschafts mbH

Welcome to the Kontist Steuerberatungsgesellschafts mbH

Your First Steps

Please send us all necessary documents and accesses. You should have already received a message from us in your Kontist App. To start working we need all of these:

As soon as we have applied for the 'Power of Attorney' at the tax office, we can take over the complete Tax Advisory for you. Feel free to contact us at any time if you have any questions. You can best reach us:

We take care of your bookkeeping in the month or quarter that follows your registration date.

With the Kontist App you can "look over our shoulder" in real time. In the transaction view you can always see which transactions we have already booked and how we have recorded them.

Components

Kontist Banking (An Offer of Kontist GmbH)

Tax Advisory

Ongoing Accounting

Yearly Financial Statements and Tax Returns

You can find more information about the Kontist Tax Service here

Account Switching

Upcoming Functions

Fees and Prices

Account management fee for the Kontist Premium Account

Fee for ongoing Bookkeeping, Advance VAT Returns and Recapitulative Statements

Fee for ongoing Bookkeeping, Advance VAT Returns and Recapitulative Statements

The following items are charged at EUR 99 each (once per case) by Kontist Steuerberatung:

The following matters are dealt in advance with an Additional Fee:

Currently we are unable to map the following issues:

Do you have an inquiry about any tax related issue or our service?

via chat in your Kontist App

by e-mail at steuern@kontist.com

or by phone at +49 30 311 986 06 (Mon to Fri, 9 a.m. to 6 p.m.)

Would you like to book a consultation?