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.
- 11
- Sections
- 68
- Questions
- 19
- Documents
- 6
- AI extractions
What's inside
Structured from the first question to the authority bundle.
Each section walks your clients through step by step — no PDF confusion, no back-and-forth. Your firm stays the anchor.
- 1
Your details & note
6 questions
- 2
Details of the deceased
9 questions · 3 documents
- 3
Notification & will
6 questions · 1 documents
- 4
Heirs / acquirers
1 questions
- 5
Legatees
2 questions
- 6
Certificate of inheritance & interests
7 questions · 4 documents
- 7
Safe-deposit box
3 questions
- 8
Details of the estate
23 questions · 9 documents
- 9
Estate liabilities & costs of death/estate
7 questions · 2 documents
- 10
Prior gifts
2 questions
- 11
Notification & remarks
2 questions
Eligibility
Fit confirmed in seconds.
- I am an heir, a legatee or otherwise involved in the estate.
Documents
What your clients upload — and what the AI reads from each one.
For every slot crosstax checks document type, required fields, completeness. Confirmation stays with you.
Death certificate
Once · 4 AI fields
Identity card / ID of the deceased
Once
Marriage contract (if any)
Once
Will / inheritance contract
Once
Certificate of inheritance
Once
Will of the earlier deceased
Once
Inheritance tax return of the earlier deceased incl. annexes
Once
Inheritance tax assessment of the earlier deceased
Once
Land register extract(s) (agricultural and forestry assets)
Multiple (e.g. per year) · 4 AI fields
Land register extract(s) (real property)
Multiple (e.g. per year) · 4 AI fields
Current property brochure / current valuation (real property)
Multiple (e.g. per year) · 3 AI fields
Last three annual financial statements (business assets)
Multiple (e.g. per year)
Bank balances as at the date of death — German banks: statement as at the date of death; others: account/securities statement as at the date of death
Multiple (e.g. per year) · 4 AI fields
Last three annual financial statements (non-listed shares)
Multiple (e.g. per year)
Last three annual financial statements (GmbH shares)
Multiple (e.g. per year)
Loan agreement with the repayment amount currently still outstanding (other claims)
Multiple (e.g. per year)
Insurance policy with proof / letter from the insurer
Multiple (e.g. per year) · 3 AI fields
Documents for the liabilities (loan agreements, assessments, open invoices)
Multiple (e.g. per year)
Invoices for the costs of death/estate (where already available)
Multiple (e.g. per year)
Why this workflow
Faster than any PDF — more precise than any email.
Prefill, not retyping
Master data, prior-year values, plausibility rules — pulled in automatically from click one.
Documents get read
Pension statement, withholding-tax certificate, contribution proof — Claude reads the fields, you confirm.
You keep control
Every value versioned with its source. Full audit log. Nothing leaves without your sign-off.
Frequently asked questions
Do clients need an account?+
No. Clients fill the workflow via a link — an account is optional and lets them upload further documents later.
Is the data secure?+
Yes. Encrypted in transit and at rest, hosted in the EU and Switzerland, GDPR-compliant and fully auditable.
How does the data reach my tax software?+
Export reviewed answers and documents as structured CSV/Excel — or submit them straight into the authority process.