Blog
3 valuable tips for saving money with a tax advisor. Time is money — even as a direct marketer!
Sebastian Terlunen
Taxes are an issue that very few people like to deal with. Especially for regional direct marketers, tax advisor That's why it's a big help. But unfortunately, the tax advisor also costs a lot of money. It is therefore all the more important to outsource as little work as possible to the tax advisor. In this blog post You will learn 3 helpful tips and tricks on how you can save time and therefore also costs with a tax advisor.
The right bookkeeping That's the be-all and end-all. With a fixed order, you avoid chaos. If your documents are properly sorted and complete, this saves you a lot of time with a tax advisor. This applies both to offline documents in paper form and to your data submitted online. Let's show you an example of a possible sorting that saves you time.
In this folder (whether offline or digital), you collect all your invoices and receipts about your cash income and cash expenditure. With a cash register system Will your Cash book automatically created digitally, which saves you a lot of work.
Here you can collect all important account statements with your income and expenses. It's best to always sort everything by date.
Outgoing invoices Denote all invoicesthat you issued to your customer. It is important here that you pay attention to the invoice number, as this may only be issued once and must be consecutive. By the way: Freight pilot automatically creates yours for you Outgoing invoices in legally compliant format. that saves A lot of work for you!
When you receive invoices from vendors or service providers, they are categorized as business expenses. However, it is important that you can only record these costs with the invoice. That is why a folder of Incoming invoices also important.
Newly drafted contracts are particularly suitable for tax advisor important. A little tip: It is best to send a copy to your tax advisor after concluding a contract. In this way, you can reduce inquiries and any associated costs. If you want to save time and money, it can also be useful to give your tax advisor a Receiving power of attorney to give. He is then entitled to receive notifications and correspondence about you directly from the tax office. This way, you won't miss a deadline and save possible reminder fees. If you comply with this order, your tax advisor should ideally only Financial statements or the UVA accrue. For the Accounts receivable page Here, too, FrachtPilot can automatically create and export the annual financial statements digitally.
Die sales taxThat you collect when you sell your products is usually added to your net price in the amount of 7 or 19 percent. This tax must be passed on to the tax office. At the UStVA Can you actually save time and money with a tax advisor if you simply do them yourself. However, you should definitely clarify this with your tax advisor beforehand, as not everyone is prepared to hand over this task.
Die Advance sales tax return Can you use official software from the Ministry of Finance get it done. With the software MAGPIE It is important that you enter all important data in the right place. But be careful: If you are completely haphazard when using the software, there will be no advice when using it and you will not find any active help. So if you want to be on the safe side, it's better to have the VAT done by your tax advisor.
Regardless of whether you or your tax office completes the advance sales tax return. Freight pilot Saves an enormous amount of time here too. Because with FrachtPilot, you can do everything you need tax data or export a chart of accounts with one click. It is best to see our blog post about DATEV.
Do you have a modern cash register system, it has a digitally created cash book. All data and receipts are digitally transferred from your cash register to the financial accounting system. In this way, you can be sure that your documents are always complete and organized. It also saves you a lot of time and ultimately money again with the tax advisor. Some cash register systems can also immediately forward your data to the tax advisor.
Even the FrachtPilot can effectively save you time with a tax advisor because he helps you with proper bookkeeping and helps you spend less time in the office. Even on the subject Cash register systems The FrachtPilot can help. question here Simply and without obligation set up your ideal cash register system and make your bookkeeping even easier.
The FrachtPilot supports you with all tasks, which at your regional direct marketing accrue. From online store for pre-orders, via reckoning and inventory management up to Route planning. We automate recurring tasks for you, such as recording and billing pre-orders.
Just get in touch with us and we We would be happy to advise you about that, Like the FrachtPilot You and your company Can help. How FrachtPilot can help you with your Direct marketing ready for the digital future to design.
Of course she is free and non-binding consultation. In addition, in an equally free and non-binding test period Put the FrachtPilot through its paces!
