Searching for “knjigovodja Minhen”, “knjigovodstvo Minhen”, “poreski savjetnik” or “porezni savjetnik”? Start by distinguishing document preparation from bookkeeping and professional tax advice. Here is how to organise the work yourself and when to involve a tax firm.
Records and a tax return are different tasks
Organised invoices and bank records support the next processing steps. A tax return relates to a particular tax and year. A business needs different documentation from an employee completing a personal return. Professional tax advice and preparing returns for others require appropriate authorisation.
1. Organise records every month
Create folders by year and month for purchase invoices, sales invoices, bank records and other documents.
Keep digital originals and make readable scans of paper records. A scan does not automatically permit destruction of the original.
Match each payment to its document or an explanation.
Flag private payments, cancellations and unpaid invoices.
Maintain a missing-document and questions list.
2. Prepare personal tax information
Gather your tax identification number, annual wage tax certificate, details of other income and relevant expense records. Add information about family changes, insurance and any overseas income. Check filing requirements and deadlines for your situation and year. Distinguish your Steuer-ID from your Steuernummer.
3. File your own return through ELSTER
Create your own account at the official elster.de portal and allow time for activation.
Select the correct year and form and read the field guidance.
Enter verified figures from your records.
Review warnings and the complete return before submitting.
Save the return and transmission receipt, then compare the later assessment with your submission.
When to involve a tax firm
Self-employment, overseas income and uncertain tax treatment are good reasons to clarify matters with an authorised tax professional. Prepare a short summary and questions. Agree which work the firm will handle and how fees are calculated.
How mucOFFICE can help
mucOFFICE currently works with 5 tax firms. We help gather, sort and prepare documents and coordinate communication. Support is available in Bosnian, Croatian and Serbian, in Munich and digitally.
Tax advice, tax returns and annual accounts are handled by the appointed authorised tax firm. mucOFFICE provides office services and preparatory support. Contact us to discuss your needs and agree the next step.
Frequently asked questions
Can I prepare my own return?+
Yes, for example through Mein ELSTER. Clarify uncertain tax questions with an authorised professional.
Is mucOFFICE a tax firm?+
No. We provide office services and document preparation and work with authorised tax firms for tax matters.
Is a refund guaranteed?+
No. Your circumstances may also result in additional tax to pay.
Official sources & useful links
General information, not individual legal or tax advice. Current official requirements take precedence. Appointments and decisions remain with the responsible authorities.