Collect the documents
We bring the records and files you identify into an agreed folder structure and flag missing or unreadable documents.
Documents for your external tax adviser
Gather the records. Make outstanding questions clear.
Missing invoices and scattered files slow down preparation. We help your business assemble documents and keep track of the information requested by the external tax adviser you have already appointed.
What matters
We organise files and document handovers. Tax classification, bookkeeping and professional advice remain with appropriately authorised specialists.
Our approach
How we work together
Agree the requirements
You explain which records your appointed tax adviser needs. We agree the filing structure, responsibilities and timetable for preparation.
Complete the collection
We list the files provided and request missing documents from the people you have designated for the task.
Make documents available
Once you approve, the collected files and outstanding question list are passed on through the agreed channel to the recipient.
Services
How we can help
Route outstanding questions
Questions about missing details are linked to the relevant document and contact so your team can provide the required information.
Record the handover
We prepare an index of the supplied documents and record which files were handed over, when and to the designated recipient.
How a project could work
Example: organising a monthly document handover
A business could gather invoices from several departments for its external tax adviser. A shared index shows missing files and responsible contacts. Only the appointed specialist carries out professional checks and tax-related processing.
Contact
Let’s talk about your project.
Which records need to be ready for your external tax adviser? Describe the organisational task without sending confidential documents at this stage.
Positive Group Deutschland GmbH
Freiburg im Breisgau · Germany