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Questions for your tax adviser

Prepare for your conversation with questions arising from your activities, figures and processes. Keep existing documents and uncertainties clearly separate.

Current lawGovernment draft · not yet lawAs of 13.10.2026

This overview helps you prepare. It is not a full assessment or individual legal or tax advice.

Worksheet to take with you

Time is limited at the advisory meeting. Prepare three specific questions and identify the documents missing for each answer.

Illustrative example, not a case assessment

The examples show one way to organize the information. Print the sheet and add your details on paper. No information is collected or stored here.

Location / date

  1. Clarify business location and activities

    Example

    Circumstances: shop and an additional service. Question: which activities need to be considered together in the assessment?

    Your notes

  2. For your tax adviser

    Example

    Documents: annual analysis and register reports. Question: which figures and period are relevant to the draft?

    Your notes

  3. Questions for your business

    Example

    Uncertainty: cash acceptance and turnover allocation. Question: which conditions must be assessed together?

    Your notes

What you take away

A meeting agenda with circumstances, question and missing document. Record the answer and agreed next step alongside each item.

Still open / contact person

For your conversation

  1. Clarify business location and activities

    Clarify with your tax adviser which German or foreign rules cover your activities.

  2. For your tax adviser

    Clarify with your tax adviser which turnover and activities belong together and which reference year would apply to your case.

  3. Questions for your business

    Turnover definitions, reference periods, boundary cases and possible exemptions.

  4. What still needs clarification

    Your existing systems and documents, and the specifics of your activities.

Official sources

kassenpflicht-fragen.de

An information resource from moaby, a provider of cash-register systems.

Individual tax questions belong with a tax adviser.