Workflows from the crosstax.online catalog.

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.

A structured pre-collection of your private tax return (federal, cantonal and municipal).

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

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.

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).

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.

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.

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.

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.

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.

Structured document collection for the German income tax return. We automatically read wage-tax certificates, your banks' tax certificates, pension notices from Germany and donation receipts; we file every document and present it to your advisor.