Are you a self-employed and your tax advisor is gone?
6 steps to overcome the crisis

Are you a self-employed entrepreneur desperately looking for a new tax advisor? Here are 6 steps that can help self-employed entrepreneurs get through such crises and overcome the time without a tax advisor with no negative consequences:

1. Ask for all documents from the old tax consultant.

This includes not only the submitted tax statements, but also accounting evaluations such as BWA, lists of totals and balances, asset and account lists. These documents will ensure a smooth transition to a new tax advisor. These documents enable a smooth transition to a new tax advisor.

2. get access to Elster.

The tax office’s Elster online portal offers the option of submitting tax returns digitally. Registration is simple and self-explanatory. After registering, you will receive a certificate file that you can use to log in to the Elster portal. This file can also be linked to most accounting software solutions if you want to do your own bookkeeping.

3. set up a separate business bank account.

A bank account statement is an important document for determining business income and expenditure and for reconciling accounts. If you ensure at the end of each month that there is a receipt for every transaction on the business account (contract, invoice, receipt, etc.), your record keeping is complete and can be processed more quickly by a tax consultant or accountant. Mixed bank accounts complicate this process and lead to additional coordination with the new tax advisor.

4. archive your receipts digitally in a cloud storage.

A clear folder structure in cloud storage enables efficient collaboration with accountants and tax advisors from any location, which makes you more attractive as a customer.

5. introduce a digital cash register.

Digital cash register solutions offer considerable advantages over traditional cash registers. Seamless cash register management is automatically guaranteed, and digital sales reports enable sales to be quickly determined, including the number of transactions. VAT. When choosing a provider, make sure that it meets the legal requirements.

6. build up a cooperation with an accountant.

Many self-employed accountants work together with tax firms and can help you prepare your receipts for the annual financial statements. This will increase your chances of getting access to a good tax firm.

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