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Create a document checklist for your clients

Print-ready checklists of the documents your clients should bring or send for their appointment, matched to profession and country.

Country
Handover
Checklist items

12 of 12 items selected

  • General
  • Income
  • Expenses

Deselected items do not appear on the checklist.

Tips for your checklist
  • Send the checklist with the appointment confirmation, not the day before.
  • A few items that are really needed are better than a long list that puts people off.
  • Use the note to name a secure way of sending documents, such as your client portal.
  • Save the list as a PDF in the print dialog and put it on your website.
  • Use the same list every year for recurring occasions: it creates a routine on both sides.

Preview of your checklist

Language of the checklist

Use the language your client reads best. The German version helps when documents have to be found under their German names.

Steuerberatung Muster

Documents for your tax return

With these documents, we can prepare your tax return in full. Tick off what you enclose and leave out whatever does not apply to you.

Please send us the documents as soon as you have gathered them.

General

  • Social security number and, if you have one, FinanzOnline access (Austrian tax portal)
  • Your latest tax assessment
  • Bank details for the refund
  • Changes during the year: marriage, birth, move, change of job

Income

  • Lohnzettel (annual payslip) from all employers (usually already available in FinanzOnline)
  • Confirmations of unemployment benefit, sickness benefit or childcare allowance (Kinderbetreuungsgeld)
  • Investment income from abroad or without KESt (capital gains tax) deducted

Expenses

  • Printout from the Pendlerrechner (commuter allowance calculator)
  • Number of days worked from home
  • Receipts for training, specialist literature and work equipment
  • Medical costs that were not reimbursed
  • Childcare costs and details for the Familienbonus Plus (family tax credit)

Copies are fine; please only bring originals after checking with us. Questions? You can reach us at +43 1 234 56 78, office@kanzlei-muster.at.

Made with meine-kanzlei-website.com

“What should I bring?” is the most common question before an appointment, and missing documents are the most common reason for a second one. With the generator, you put together a checklist in a minute that fits the occasion, your profession and your country: to print, as a PDF or as text for your email.

Why a checklist saves time

Clients who know before the appointment what is needed arrive prepared. That saves follow-up questions, documents sent in later and extra appointments, and it shows that your office is well organised. Especially in tax advice and bookkeeping, where the same documents are needed every year, a tedious hunt for papers becomes a routine.

The templates contain the documents needed for the most common occasions and distinguish between Austria and Germany: for example the Lohnzettel (annual payslip) and Pendlerrechner (commuter allowance calculator) in Austria, the Lohnsteuerbescheinigung (annual wage tax certificate) and tax ID in Germany. Deselect items that do not fit and add your own, one per line.

Print, save as PDF or send by email

“Print or PDF” outputs only the checklist, without the rest of the page. Choose “Save as PDF” in the print dialog if you want to send the list by email or offer it as a download on your website. “Copy as text” pastes the list with checkboxes straight into an email, ideal for the appointment confirmation.

Data protection when documents are sent

Tax documents, payslips or court orders contain sensitive data. Ask clients to send documents through a client portal or an encrypted upload rather than as an ordinary email attachment. Use the “Note” field to name the way you prefer documents to be sent.

In brief

Questions on this topic

Which occasions are there templates for?

For law firms: initial consultation, dismissal, divorce and road traffic accident. For notaries: property purchase, GmbH formation and bereavement. For mediation: separation and conflicts within a company. For tax advice: tax return for employees, the self-employed and rental income. For auditing: the annual audit. For bookkeeping offices: ongoing bookkeeping, new employees and year-end accounts.

Are the lists complete?

They cover the usual cases. Every case is different, so you deselect items and add your own. Which documents you need in an individual case is still up to you.

Can I put the checklist on my website?

Yes. Save it as a PDF in the print dialog and link to it from your services or contact page. Clients then find the list before they even book an appointment.

Is the checklist available in other languages?

Yes. On this page and on the Turkish, Croatian, Polish and Russian pages, the checklist is created in that language, and one click switches it to German. This helps clients match the documents more easily in their native language.

Free website preview

A preview of your firm website: free, in 3 days

All we need is your name, email, profession and area of practice, plus the address of your current website if you have one. From that we create a preview for your firm and send you the link by email. No cost and no obligation.

  • Free preview in 3 days
  • Built in Vienna
  • GDPR-friendly
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  • 6 languages

A no-obligation preview of how your firm website could look with us.

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