When are you required to do double-entry bookkeeping or submit a balance sheet along with my Tax Declaration (Bilanzierungspflichtig)?
If you are considered a tradesman (Gewerbetreibender) and your turnover exceeds 800.000€ or your profit exceeds 80.000€ per year.
You are required to do double-entry bookkeeping and submit a balance sheet. Which data and documents should I share with smarta to include this?
Your balance sheet of the previous year (Vorjahresbilanz)
Your profit and loss statement of the previous year(Vorjahres GuV)
Summary of fixed assets (Anlagespiegel)
List of all outstanding accounts receivable and accounts payable (OPOS-Liste)
All your tax statements (Steuerbescheide) from the last 3 years, if available
Invoices and bank statements for the current tax year (Belege + Kontoauszüge)
Inventories of the current tax year, if applicable
Business loans of the current tax year, if applicable
How should you provide your double-entry bookkeeping requirements?
Please send your data and documents via email to kontakt-team@smarta-steuern.de.
Do you need support?
For our clients:
Feel free to reach out to us anytime at kontakt-team@smarta-steuern.de or book a consultation here – we're here for you!
Not a smarta client yet? No problem!
Book an appointment here for our comprehensive startup package or a consultation if you only have questions about specific topics.
Further questions?
Contact us via the app or by email at kontakt-team@smarta-steuern.de if you want to learn more about our consulting services or have other tax-related concerns.