Workflows for every client case

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 you capture the company, its ownership and control structure and the beneficial owner(s) — as a verified basis for the filing via EasyGov. Please note: capturing the data here does not replace the filing in EasyGov. You can instruct us here to carry out the filing; responsibility for the accuracy of the information nevertheless remains with the governing body. Please note: incomplete filings can lead to chargeable follow-up queries from the authorities.

CH Private tax return, individual document collection

Structured document collection for your private tax return (federal, cantonal and municipal). Your salary certificate, tax statements and pillar 3a confirmation are automatically read and presented to your advisor.

CH Onboarding · Private individual

Become our client. Leave us your contact details and a few other particulars. Once the engagement terms have been approved and an identity document uploaded, the process moves on – we will get back to you on our own initiative.

CH Onboarding · Company

Your enquiry for a company in a few steps: you enter the company (with register search) and your details as its representative, upload your identity document and sign the engagement terms electronically. The firm reviews the enquiry and gets back to you — an engagement only comes into existence upon its express confirmation.

CH Power of attorney · Private client

Grant us a power of attorney to represent you before the Swiss tax authority. You enter your details and then sign the power of attorney electronically.

CH Power of attorney · Company with sole signature

On behalf of your company, grant us a power of attorney to represent it before the Swiss tax authority. You enter the company (with register search) and your details as the authorised signatory, and then sign the power of attorney electronically.

CH Power of attorney · Company with joint signature

On behalf of your company, grant us a power of attorney to represent it before the Swiss tax authority, signed by two persons who are jointly authorised to sign. You enter the company (with register search), your details and those of the second person. The power of attorney then goes to both of you for electronic signature, each person with their own SMS code.

DE Private tax return, individual document collection

Structured document collection for the German income tax return. Your wage-tax certificate, the banks' tax certificates and donation receipts are automatically read and presented to your advisor.

DE Rental & leasing · Schedule V

Collects the information and documents for the tax return you must file in Germany under limited tax liability (income from rental and leasing) – for clients resident abroad.

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.

DE Power of attorney · Private client

Grant us a power of attorney to represent you before the German tax office. You enter your details and then sign the power of attorney electronically.

DE Power of attorney · Company with sole signature

On behalf of your company, grant us a power of attorney to represent it before the German tax office. You enter the company (with register search) and your details as the authorised signatory, and then sign the power of attorney electronically.

DE Power of attorney · Company with joint signature

On behalf of your company, grant us a power of attorney to represent it before the German tax office, signed by two persons who are jointly authorised to sign. You enter the company (with register search), your details and those of the second person. The power of attorney then goes to both of you for electronic signature, each person with their own SMS code.

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.

CH dividends · Swiss withholding tax reclaim

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