The future of tax advisory — AI-enhanced, digital, efficient, trustworthy.
🇩🇪 Exit Tax · § 6 AStG
What disappears here: hunting for documents in your inbox, retyping figures, chasing three times. What remains: an orderly case — 4 documents exactly where they are needed, and 9 questions your clients answer themselves.
Takes just about 5 minutes — estimated from the number of questions, not measured.
You fill in the real workflow at the demo firm Muster Treuhand AG — no account, no sign-in. Your entries stay on your device until you submit them.
What you get out of it
Less handwork, more that can be checked.
- The AI fills in first
- The AI pre-fills 4 fields from your documents — you review instead of typing.
- Your clients answer for themselves
- Your clients answer 9 questions inside the workflow — not in an e-mail thread with you.
- Documents arrive in order
- The workflow collects 4 documents — each one where it is needed.
4
9
4
Reminders run by themselves — you do not chase by phone.
Every value the AI reads names the document it came from — checkable instead of taken on trust.
Signing happens without a printer.
The questions are written out in 4 languages: German, French, Italian, and English.
Today, and with crosstax
The same case, two ways.
Today: e-mail, Excel, paper
With crosstax
Documents arrive as attachments somebody has to file.
4 documents land straight in their place in the case.
Figures get retyped out of the document.
4 fields are already there — you review them.
If something is missing, you write an e-mail. Then another.
9 questions sit in the workflow; reminders run by themselves.
Signature: print, sign, scan.
Signing happens inside the workflow, without a printer.
Documents
What your clients bring along.
Every document is asked for where it is needed — with a note on whether it comes once or several times, and what the AI reads out of it.
Shareholding evidence (shareholder lists, share registers)
Several times (e.g. per year) · the AI reads 4 values
Articles of association / bylaws
Several times (e.g. per year)
Fair-market-value appraisal as at the emigration reference date
Several times (e.g. per year) · the AI reads 3 values
Completed deferral application (tax-office form)
Once
The path
How the case runs through.
Every section leads your clients step by step. What does not apply is not asked.
Is this the right workflow?
- Over the past 12 years, I have been subject to unlimited taxation in Germany for at least 7 years.
- My emigration from Germany is planned or has already taken place.
- I hold at least 1 % in a corporation.
- 1
Your details & note
4 questions
- 2
Emigration
3 questions
- 3
Substantial shareholdings
1 question · 2 documents
- 4
Valuation (fair market value)
1 document
- 5
Deferral application
1 question · 1 document
The next step
Try the workflow yourself — no account, no sign-in.
Muster Treuhand AG is a made-up firm — our demo, not a reference customer. The software behind it is exactly what your clients would see.
The whole catalogue
More workflows
Every workflow has its own page — with its figures, its documents and the try-it-without-an-account.
🇨🇭→🇩🇪 Pension · withholding tax
DE residents, Swiss 2nd pillar
10 questions · 3 documents
🇨🇭→🇩🇪 Dividend · withholding tax
DE residents, Swiss securities
8 questions · 2 documents
🇩🇪 Income tax declaration
Document collection with AI
15 questions · 5 documents
🇨🇭 Tax declaration
Federal + cantonal docs
87 questions · 31 documents
🇩🇪 Rental income · Anlage V
Rent, expenses, depreciation
45 questions · 5 documents
🇨🇭 Real-estate capital gain
Sale of a Swiss property
11 questions · 6 documents
🇨🇭 transparency register
Beneficial owners, TJPG
26 questions · 7 documents
🇩🇪 inheritance tax · pre-intake
Estate, parties, documents
68 questions · 19 documents
🇨🇭 Onboarding · Private client
New-client request, approx. 5 min
9 questions · 2 documents
🇨🇭 Onboarding · Company
With commercial-register search, approx. 5 min
15 questions · 2 documents
🇨🇭→🇩🇪 3a payout · withholding tax
DE residents, pillar 3a
🇦🇹 Employee tax assessment
E1 document collection
🇫🇷 Income tax declaration
Annual, employees
🇮🇹 Modello 730
Annual, employees
🇪🇸 Annual tax return
Annual, residents
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 workflow.
Schedule a demo
See crosstax on your own cases.
30 minutes with the people behind crosstax. We will show you the workflows that fit your firm — and answer your questions.
Florian Zepf · Klaus Fuchs
Partner · ZEPF TAXES · CTO · NC Labs
We look forward to showing you the future of tax advisory.