Client Data Forms

Digital Data Submission

Submit your data securely through our Google Forms. Select the appropriate form based on your requirements for efficient processing.

Secure Data Submission

All forms are hosted on Google Forms with secure data transmission. Your information is protected and only used for the specified tax and accounting services.

Employer Data Form

Business Setup

Firmen Stammdaten

Complete this form if you are an employer registering your business for payroll and accounting services.

New Employee Data Form

Employee Management

Mitarbeiter Stammdaten

Submit employee details for new hires to set up payroll and social insurance registration.

Employee Monthly Data

Monthly Reporting
Due 5th

Monatliche Bewegungsdaten

Submit monthly time, holiday, sick leave (Krankenkasse) and kilometer data for payroll.

Income Tax Data Form

Personal Tax

Einkommensteuer Datenformular

Comprehensive personal income tax data form (Mantelbogen + Anlage N, KAP, V, S/G, R, SO, Kind, U, Vorsorge, Sonderausgaben, außergewöhnliche Belastungen, Umzugskosten).

When to Use Each Form

For Employers

Use the Employer Data Form when setting up your company for our services, and the New Employee Data Form each time you hire a new employee.

One-time setup
Per new hire

Monthly Submission

Submit the Employee Monthly Data Form by the 5th of each month. This includes working hours, holidays (Urlaub), and sick leave (Krankenkasse) information.

Monthly
Due by 5th

Personal Tax Return

Use the Income Tax Data Form when you need to file your annual Einkommensteuererklärung. Provide all income sources, deductions, and expenses.

Annual
Personal tax

Need Help with Forms?

If you're unsure which form to use or need assistance filling out the information, we're here to help. Contact us for guidance.