What documents do I need for a consultation with a tax advisor?
July 11, 2023 | 50,00 EUR | answered by Ingo Koch
Dear Sir or Madam,
My name is Alice Meier and I have some questions regarding the documents I need for a consultation with a tax advisor. I am currently facing the challenge of filing my tax return for the past year and want to ensure that I have all the necessary documents at hand.
Regarding my current situation: I am employed and also have income from self-employment. Additionally, I have various deductible expenses and special costs that I would like to claim to reduce my taxes. Since I have had negative experiences in the past with incomplete documents, I want to make sure this time that I have prepared everything necessary to ensure a smooth consultation with a tax advisor.
My biggest concern is that I might forget important documents or not know which documents are relevant for my individual tax situation. Therefore, I am reaching out to you to ask which specific documents I need for a consultation with a tax advisor. Are there specific documents that I should prepare for my income from employment, self-employment, and deductible expenses? Are there any documents that I can organize in advance to make the consultation process more efficient?
I would greatly appreciate it if you could provide me with a detailed list of the required documents and any additional information to prepare for a consultation with a tax advisor. I am willing to obtain all necessary documents to enable effective cooperation.
Thank you in advance for your support.
Sincerely,
Alice Meier
Dear Mrs. Meier,
Thank you for your inquiry regarding the necessary documents for a consultation with a tax advisor. It is very important to prepare all required documents to ensure an efficient and smooth consultation. I am happy to provide you with a detailed list of the documents that are relevant to your individual tax situation.
For your income from employment, you typically need your income tax certificate, your social security contributions, and any certificates for additional income such as bonus payments or premiums. For your self-employment, you should prepare your profit determination, profit and loss statement, accounting documents, and any receipts for business expenses. If you want to claim deductible expenses, you should have receipts for expenses such as travel costs, work equipment, further education, or job-related insurances ready.
It is also advisable to prepare documents such as bank statements, insurance policies, rental agreements, receipts for donations or alimony payments, as well as any receipts for extraordinary burdens. Depending on your individual tax situation, additional documents may be required, so I recommend clarifying with your tax advisor beforehand if any further documents are needed.
To make the consultation process more efficient, you can collect and organize all relevant documents in advance. This way, you save time and enable a swift processing of your tax return. It is also helpful to address any open questions or uncertainties with your tax advisor beforehand to avoid misunderstandings.
I hope that this information is helpful for you in preparing for the consultation with a tax advisor. If you have any further questions or need additional support, I am at your disposal.
Best regards,
Ingo Koch
