To correctly and efficiently record your income from rental and leasing, we ask you to complete one of the following questionnaires. Your information helps us avoid follow-up questions during processing.
Categories of Income
Please note the division into two categories:
Initial Income
Recurring Income
Depending on whether you have already earned rental and leasing income in previous years or are receiving it for the first time, you will find the relevant information below.
Initial Income from Rental & Leasing (including Subletting)
Are you earning rental income for the first time this year, or have you purchased or inherited a new property?
Please use the following table to record your data for the first year:
[Table V+V First Year Download]
This table includes:
Information on the basic data of your property
Income & expenses that may be relevant
An overview of which documents we may need from you
To include your data in your tax return, please upload the completed table along with all required documents as part of the data request.
Note: Due to the initial recording, further inquiries from our side may arise. We will contact you separately if necessary.
Recurring Income from Rental & Leasing (including Subletting)
Have you already earned rental income in previous years?
Please use the following table to record your data for Subsequent years:
This table includes:
Information on the basic data of your property
Income & expenses that may be relevant
An overview of which documents we may need from you
Important Notes
If we have already prepared Form V for you in previous years, you generally do not need to resubmit the basic data of your property. However, please inform us of any changes.
If you have earned rental income in previous years but are with us for the first time, we still need the basic data of your property. The previous year's Form V can be helpful for this. Please refer to the information in the table.
Please upload the completed table along with all required documents as part of the data request so we can include your data in your tax return.
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For our clients:
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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.