In order to prepare your tax returns, we need complete information about your accounting, the business tax returns, and – if desired – your personal tax return.
Important: We will only begin processing once you have
completed all relevant questionnaires and
actively confirmed the completeness of your data.
What do you need to submit?
In the smarta Web-App, you will be asked about three areas for each tax year:
Accounting
Business Tax Returns
Personal Tax Return (optional)
1. Complete accounting
For this area to be considered completed, all transactions must either
be supported by a receipt or
be marked as private (if no receipt is available) or
be verified by our team.
Note: Our system checks once per day whether these requirements are met. Even if you have entered everything correctly, it may take up to 24 hours for the status to be shown as "completed."
Tip: If you're missing a receipt, you may be able to create a self-issued receipt (Eigenbeleg). Here you can find more information and a template: Receipts for business income and expenses.
2. Submit business tax returns
Once you have fully completed all questionnaires in this section (status: "Complete"), the "Submit" button will be activated.
Steps to submit:
Click on “Hand in”
In the next window, the declaration of completeness will appear
Check the box “Accept declaration of completeness”
Click on “Hand in documents”
3. Submit or deselect private Tax Declaration
If you would also like us to prepare your private Tax Declaration, the process is the same as for the business data:
Complete all questionnaires and then declare completeness via the "Submit" button.
You don’t want to submit a personal tax return via smarta?
Then you can actively deselect it:
Click on “No private Tax Declaration”
Confirm your selection in the next step.
Overview: When is my data submission considered complete?
Section | Requirement for "Completed" Status |
Accounting | All transactions have a receipt, are marked as private, or are verified by smarta |
Business Tax Returns | Questionnaires completed and declaration of completeness submitted |
Personal Tax Return | Questionnaires completed and declaration of completeness submitted or actively deselected |
Only when all relevant sections are completed is the data submission considered complete.
What happens next?
Once you have submitted your data in full, you qualify for the processing of your tax returns.
We handle cases in the order in which the complete data is received.
The earlier you submit your information, the sooner we will start preparing your returns.
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.