With the Complete membership, you can easily submit the business portion of your tax return directly through Kontist. Please note that this feature is only available in your online banking; it is currently not accessible through your mobile app. This allows you to quickly and easily handle the following attachments:
Anlage EÜR (income-expenditure statement)
Umsatzsteuererklärung (annual VAT return)
If applicable, Gewerbesteuererklärung (only if you have registered a trade)
How do I submit my business tax declaration with Kontist?
Log in to your Kontist account on your computer.
On the left-hand side of the main navigation, click on the "Taxes" section.
Here, you'll find an overview of each year for which you can submit a business tax return.
Choose the year for which you want to create your tax return.
You'll see an overview with the following tasks: "Finalise and confirm Bookkeeping", "Add additional data for Business tax declaration" and "Check and submit Business Tax Declaration".
1. Finalise and confirm Bookkeeping
Click on the first step "Finalise and confirm Bookkeeping" in your overview of the selected year.
You'll be directed to an overview of your bookkeeping, summarizing the entire year with income, expenses, deposits, withdrawals, and your fixed assets.
If there are any open transactions for the selected year, this will be indicated.
By clicking on the "Confirm" button, you confirm the completeness of your bookkeeping.
After confirming, you will be automatically redirected to your overarching tax return overview and can proceed to the next step "Add additional data for Business tax declaration".
2. Add additional data for Business tax declaration
In your overview of the selected year, click on the second step, "Add additional data for Business tax declaration"
Here, you'll find four topic areas: "Master Data," "Vehicle Usage," "Home Office," and "Business Travel."
Click on each area and answer all questions.
Your entries can be saved continuously, so you can pause and come back at any time.
Once you have completed all entries, you will be automatically redirected to your overarching annual overview and can proceed to the next step "Check and submit Business Tax Declaration".
3. Review Business tax declaration
In your overview of the selected year, click on the second step, "Check and submit Business Tax Declaration".
In the "Check and submit Business Tax Declaration" overview, you'll see a summary of all automatically generated attachments that make up your business tax return.
Before you can submit a form, you need to click "Review" for each one to generate a preview PDF.
If any errors are detected during the automatic review, they will be displayed after the review.
Once everything is in order, you can proceed with the submission.
4. Submit each tax form
After successful review, the "Submit to Tax Office" button will be enabled for each attachment.
Click on this button to submit the form directly to your tax office.
Upon successful submission, a PDF of your submitted form will be automatically generated. You can also find this under "Downloads" in the main navigation.
Continue this process for each individual attachment.
Once you have successfully submitted all forms, you will be redirected to your overview, and you'll see that your business tax return is completed.
What happens next?
The business portion of your tax return is now complete. The tax office typically takes several weeks to process your submitted forms, so don't worry if you don't hear back for a while. You can find the PDFs of your tax return under "Downloads," which you can use as proof if needed.
Please note: Remember that you still need to create your personal income tax return, which includes the private portion of your tax return. Currently, you cannot do this directly through Kontist, but here we can show you simple ways to take care of it yourself.