Workflows for every client case

CH→DE pension fund · Withholding-tax-at-source reclaim

Reclaim of the Swiss withholding tax at source on a pension-fund payout (2nd pillar) for individuals resident in Germany. The German taxation of the income will be reviewed by your advisor in the next step.

DE Income tax return · Document collection

Structured document collection for the German income tax return. Your documents are automatically read, checked and presented to your advisor.

DE Rental & leasing · Schedule V

Document collection for the annual declaration of rental income (Schedule V). One workflow per rental property.

DE Exit Tax · § 6 AStG

Collection of data for exit taxation under § 6 AStG: substantial shareholdings (≥ 1 %) in corporations are taxed on a deemed basis upon emigration from Germany. Deferral is possible in EU/EEA cases.

DE Inheritance tax · Pre-intake

Pre-intake for the German inheritance tax return. Here we collect the details and documents relating to the estate so that your adviser can prepare the return.

CH dividends · Swiss withholding tax reclaim

Reclaim of the Swiss withholding tax (imposta preventiva) of 35 % on dividends from Swiss companies for individuals resident in Germany.

CH Real-Estate Capital-Gains Tax

Collection of data for the cantonal real-estate capital-gains tax on the sale of a Swiss property. Tax base = proceeds − investment costs (purchase + value-adding investments + sale-related costs).

CH Transparency Register · Beneficial Owners

Preparation of the filing to the Swiss transparency register (TJPG, in force from 1 October 2026, submitted via EasyGov). Here we capture the company, its ownership and control structure and the beneficial owners — as a verified basis for your filing on behalf of the client.

CH tax return · individuals

A structured pre-collection of your private tax return (federal, cantonal and municipal). We gather your information and documents, read them automatically and hand everything over, reviewed, to your tax advisor.