Der crosstax.online Workflow-Katalog.

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

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

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 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.

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.

Structured document collection for the German income tax return. Your documents are automatically read, checked and presented to your advisor.

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.