In this article, you'll learn everything you need to know about the data submission process to prepare your annual financial statement.
Complete Business Bookkeeping
To ensure your annual financial statement is prepared correctly, please complete the section “Complete Business Bookkeeping” (Step 1) in full.
Once you’ve completed all required fields, the “Complete Business Bookkeeping” section will automatically be displayed as follows:
Updating your business basic data
You can easily update your business basic data in the section “Update business basic data.” This section is located within the respective annual financial statement under the second subsection, “Hand over Business Tax Declaration data” (Step 2).
Business-Related Expenses
In the subsection “Hand over Business Tax Declaration data” (Step 2), you can easily record various business-related expenses using questionnaires – including, for example, the use of a company vehicle, business trips, or a home office.
Simply complete the following activated questionnaires:
Once you have completed all four questionnaires – three on business-related expenses and one on your master data – you can submit the entire section “Hand over Business Tax Declaration data” (Step 2) to us using the “Hand In” button.
Submit Personal Tax Return Data
Finally, you must provide all relevant data for your personal income tax – especially those that can help reduce your tax burden.
Use the section “Hand over Private Declaration data” (Step 3) for this. There, you are required to enter your personal master data, expenses, deductions, and additional income.
Once you have completed all three questionnaires, you can also submit this section to us using the “Hand In” button.
All Steps Completed? Here’s What’s Next.
You’ve completed all the steps for your tax return? Great!
As a final check, make sure all sections are marked as “Complete” (indicated in green). If so, simply submit your information via the “Hand In” button.Additionally, it’s worth taking a look at the article covering further information about your partner or child. You’ll find all the details here.
You can find more tips and guidance in this article.
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