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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.

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.

Documents

For every slot crosstax checks document type, required fields, completeness. Confirmation stays with you.

Secondary-income documents (fee statements, mini-job certificate, etc.)

Multiple (e.g. per year)

Wage-tax certificate(s)

Multiple (e.g. per year) · 5 AI fields

Foreign pension statement(s)

Multiple (e.g. per year)

Donation receipts

Multiple (e.g. per year) · 3 AI fields

Insurance certificates (health, pension, Riester, Rürup)

Multiple (e.g. per year)

Why this workflow

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.

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.