Checklists & documents
Practical checklists and all important association documents to download.
Checklist for your consultation
Every service begins with a consultation. To ensure your case is processed quickly, we recommend good preparation. This checklist is here to help.
Please always bring the following:
- ID card
- Previous year's tax assessment
- Proof of changes in marital status (e.g. marriage certificate)
Depending on your situation, also
Children
Birth certificate(s), the child's tax ID, proof of childcare costs and school fees and, where applicable, the degree of disability. For children aged 18–25 in training, also the training contract or enrolment certificate, wage-tax statements and BAföG notices.
Salary & wage-replacement benefits
Wage-tax statements; notices for parental, maternity, sickness, injury, insolvency or transitional benefits; contributions to professional associations/unions; receipts for work equipment, home office and training; legal-protection and accident insurance; tax-preparation costs; documents on a second household.
Capital assets
Tax certificates from banks, building societies and life insurers.
Renting & leasing
Proof of running costs (property tax, service charges, insurance), maintenance costs, loan interest and depreciation. For the first time, also the purchase contract, land-transfer-tax notice and broker, notary and court fees.
Special expenses & extraordinary burdens
Contributions to Riester or Rürup pensions, donation receipts (up to €300 a bank statement is sufficient), disability ID, proof of maintenance payments, and medical and care costs.
Pensions
Pension notifications for the statutory pension (incl. widow's and reduced-earning-capacity pensions), foreign pensions, civil-service and company pensions, private pension insurance, and occupational, Riester and Rürup pensions.
For landlords & crypto investors
For specific types of income we provide additional checklists and information sheets.