DE Rental & leasing · Schedule V
by crosstax.online · version 8
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.
- 9
- Sections
- 45
- Questions
- 5
- Documents
Sections
- 1
Notice & your details
Your name
Email address
Phone / mobile
Confirmation
- 2
Personal details
Tax year
Is this the first year or a subsequent year?
Tax identification number (Steuer-IdNr.)
Tax number (Steuernummer)
Date of birth
Place of birth
Country of birth
Current residential address
Residential address in the tax year (optional, if different)
All nationalities
IBAN (recommended)
Account holder
Name of the account holder
Prior-year tax return
- 3
Previous tax liability in Germany
Were you previously subject to unlimited tax liability in Germany (residence or habitual abode in Germany)?
Did your unlimited tax liability end more than 10 years ago?
Since when have you no longer been subject to unlimited tax liability?
Last responsible tax office (optional)
Last tax number (optional)
Period of unlimited tax liability (from–to, optional)
Residence in low-tax territories (section 2 AStG)
Details of previous residences in low-tax territories
Substantial shareholding in a German corporation/cooperative
Details: company with registered office, responsible tax office and tax number
Interest in a foreign partnership
Details: name of the company with responsible tax office and tax number
Interest in a foreign intermediate company
Details: name of the company with responsible tax office and tax number
- 4
Your properties in Germany
Your rented/leased properties
- 5
Acquisition costs
Have the acquisition costs of the property/ies already been determined?
Should we review the determination of the acquisition costs again?
Acquisition – details and documents per property
Modernisations before the acquisition – per property
- 6
Income
Income in Germany
In addition to the rental/leasing income described below, I earned the following income in Germany:
Cross-border tax arrangement (DAC6)
Brief details on the tax arrangement (optional)
Income – per property
- 7
Expenses & costs
Expenses/costs – per property
- 8
Deductions
Did you donate to charitable organisations or political parties in Germany or in the EU/EEA?
Your donations – recipient and amount
Donation receipts
- 9
Further documents
Tenancies in the tax year – per property
Tenancy agreement(s)
Service-charge statement (for condominium apartment(s)). Please send it to us complete, i.e. all pages, including the presentation/calculation of the maintenance reserve. Note: what matters most is the statement for the relevant tax year, which you typically received in the following year.
Further documents (optional)