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

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.

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.

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).

Onboarding · Private individual

Your enquiry as a private individual in just a few minutes: you leave your contact details, choose the services you need and sign the engagement terms electronically. The firm reviews your enquiry and gets back to you — a client relationship only comes into existence upon its express confirmation.

Onboarding · Company

Your enquiry for a company in just a few minutes: you enter the company (with register search), your details as its representative and the services you need, and sign the engagement terms electronically. The firm reviews the enquiry and gets back to you — a client relationship only comes into existence upon its express confirmation.