Simple Year
US$59 one-time
For a straightforward year with a few bank or card accounts.
150 processing pagesUp to 3 accounts
First Simple Year: US$59 founding price; regular price US$79.
Germany profile · Per fiscal year
Turn Germany bank statements into tax-ready books
Upload the fiscal year, review uncertain transactions, and download organized books built around the entity and year-end requirements in the Germany profile.
Files stay private in your workspace Free preview US$59 · one-time
01
Upload the year
Add bank and credit-card statements for one business and fiscal year.
02
Review only exceptions
Transfers, equipment, and low-confidence items are queued. Everything else is organized.
03
Download the package
Get a country-aware 16-file year-end ZIP your accountant can use.
Free previewPreview is free. Unlock one completed fiscal year when the books look right.
Start a fiscal year with the Germany profile
One person or business. One fiscal year. Germany is preselected, and you can change it before creating the workspace.
Founding priceUS$59 · one-time
Upgrade later by paying only the tier difference.One-time pricing sized to your fiscal year
Choose a plan and pay now, or use the free preview first to estimate the right tier. Every plan includes the same bookkeeping features.
Business Year
US$129 one-time
For an active business with more statements and accounts.
350 processing pagesUp to 6 accounts
High-Volume Year
US$229 one-time
For statement-heavy businesses that still fit self-serve processing.
750 processing pagesUp to 12 accounts
Every tier includes categorization, reconciliation, exception review, the 16-file ZIP, and accounting exports. Upgrade later by paying only the tier difference.
Your Germany accountant handoff package
16 core PDF and Excel files, including a country-aware checklist and schedules for the business activities you select.
Financials4
Financial summary and draft profit and loss.
Transaction ledger4
Categorized activity, expense detail, exclusions, and transfers.
Reconciliation2
Account-by-account statement balance checks.
Accountant checklist6
Country/entity checklist, missing records, and review items.
See all 16 files in the ZIP16
Financials4
Financial summary
Financial_Summary.pdf
Draft profit and loss
Profit_and_Loss.xlsx
Statement-based balance sheet workpaper
Balance_Sheet_Workpaper.xlsx
Draft trial balance workpaper
Trial_Balance_Workpaper.xlsx
Transaction ledger4
Categorized statement ledger
Statement_Ledger.xlsx
Expense detail
Expense_Detail.xlsx
Excluded items and transfers
Excluded_and_Transfers.xlsx
General ledger workpaper
General_Ledger_Workpaper.xlsx
Reconciliation2
Statement reconciliation
Account_Reconciliation.xlsx
Year-end adjusting entries workpaper
Adjusting_Entries_Workpaper.xlsx
Accountant checklist6
Country and entity tax checklist
Country_and_Entity_Tax_Checklist.pdf
Balance-sheet and missing-record checklist
Missing_Records_and_Adjustments.xlsx
Items needing accountant review
Needs_Accountant_Review.pdf
Country and entity tax-mapping workpaper
Tax_Filing_Mapping_Workpaper.xlsx
Country-aware year-end preparation workpaper
Year_End_Preparation_Workpaper.xlsx
Complete unresolved-items register
Unresolved_Items.xlsx
Germany bookkeeping preparation
What does tax-ready bookkeeping mean for the Germany profile?
Tax-ready books organize a fiscal year of bank and credit-card activity into categorized income and expenses, transfers, a draft profit and loss report, statement reconciliations, and a list of records still needed by your accountant. The Germany profile tailors that handoff to the selected entity and filing context; it does not prepare or file a tax return.
Built for Germany filing profiles
Choose from the supported legal and filing profiles: Individual / personal tax, Sole proprietorship (Einzelunternehmen), Freelancer (Freiberufler), Partnership (GbR / OHG / KG), UG (haftungsbeschränkt), GmbH, AG, Non-profit / association. The selected profile changes the preparation target, indirect-tax terminology (VAT (Umsatzsteuer)), missing-record checks, and questions included in the package.
How transaction categorization works
Rules and remembered merchant decisions run first. AI suggestions use the transaction date, description, amount direction, account type, currency, country, entity, accounting method, and business profile. Low-confidence items stay in the review queue, and the system does not infer tax deductibility from a bank description alone.
Clear limits before filing — Finanzamt / ELSTER
The package is a statement-based bookkeeping draft, not a completed tax or statutory submission under the applicable requirements for tax returns, statutory accounts, and government filings and not an assurance engagement. Opening balances, invoices, payroll, inventory, capital assets, loans, owner activity, and final professional adjustments may still be required.
Inside the Germany profile
Country context that changes the accountant handoff
This page is backed by the same Germany profile used inside the workspace and generated package.
Entity-specific preparation targets
The target shown to you and your accountant changes with the legal and filing profile.
- Sole proprietorship (Einzelunternehmen): German income tax return with Anlage EÜR or financial statements, plus trade tax where applicable
- Freelancer (Freiberufler): German income tax return with Anlage EÜR or financial statements, plus trade tax where applicable
- Partnership (GbR / OHG / KG): German partnership profit determination and partner allocation, plus trade and VAT reporting where applicable
- UG (haftungsbeschränkt): German corporate and trade tax returns with statutory annual financial statements
- GmbH: German corporate and trade tax returns with statutory annual financial statements
- AG: German corporate and trade tax returns with statutory annual financial statements
- Non-profit / association: German non-profit or association reporting — professional review required
- Individual / personal tax: German individual income tax return — business schedules are not assumed
Germany profile year-end checks
The package asks questions that bank transactions cannot answer safely on their own.
- The accounting and tax regime that determines whether cash records, accrual accounts, or statutory statements apply
- Payroll, inventory, receivables, payables, and other balances that statements cannot establish
- Prior fixed-asset, depreciation, or capital-allowance schedules for additions and disposals
- Indirect-tax registration and filed returns (VAT (Umsatzsteuer)), payment records, and year-end balances to reconcile
Records still needed beyond statements
Missing records remain visible instead of being guessed from transaction descriptions.
- Opening balances, prior returns, and prior-year accounts or trial balances
- Invoices, receipts, accounts receivable, and accounts payable
- Payroll, inventory, capital assets, financing, and tax-payment records
- Final classifications, tax adjustments, financial statements, and filed returns
Tax Ready Books questions about the Germany profile
Straight answers about the Germany profile, entity-aware preparation targets, indirect-tax context (VAT (Umsatzsteuer)), missing records, and professional review.
What does the Germany profile produce?
It produces categorized statement-based books, a draft profit and loss report, account reconciliations, missing-record and accountant-review lists, and a PDF and Excel handoff package for the Germany profile. The exact checklist changes with the selected entity and business activities.
Does Tax Ready Books file a return under the Germany profile?
No. It does not complete, sign, certify, or submit a tax return, statutory account, or government form covered by the applicable requirements for tax returns, statutory accounts, and government filings. The taxpayer and an appropriately qualified professional must confirm tax treatment and complete the applicable filings.
Which entity profiles does the Germany profile support?
The setup supports these country profiles: Individual / personal tax, Sole proprietorship (Einzelunternehmen), Freelancer (Freiberufler), Partnership (GbR / OHG / KG), UG (haftungsbeschränkt), GmbH, AG, Non-profit / association. Each choice produces different preparation targets, year-end questions, and professional-review boundaries.
How does the package reflect the applicable requirements for tax returns, statutory accounts, and government filings?
The selected entity uses the relevant return or accounts framework as a preparation target for mapping and missing-record checks. The output is an accountant workpaper, not a completed filing or a decision about tax deductibility.
How does the package handle indirect tax (VAT (Umsatzsteuer))?
No. Registration status shapes the checklist and review context, but the package does not prepare or file an indirect-tax return. Filed returns, invoices, payment records, recoverable tax support, and adjustments must be reconciled separately.
Can bank statements alone produce complete financial statements with the Germany profile?
No. Statements support cash and credit-card activity, but complete accounts also need opening balances and records for receivables, payables, inventory, capital assets, loans, equity, payroll, and year-end adjustments where applicable.
Which records are usually needed beyond statements?
Common missing records include prior returns and accounts, opening balances, sales invoices, purchase receipts, payroll reports, inventory counts, asset schedules, financing statements, owner or director accounts, and filed indirect-tax records (VAT (Umsatzsteuer)).
Are the Germany profile checks based on official guidance?
The profile links to primary official guidance and other government sources. Primary authority: Finanzamt / ELSTER. Those references support the preparation context and do not imply government endorsement or replace advice from a qualified professional.