The personal checklist is an overview of documents that the tax advisor needs from you to prepare your return.
The checklist is created automatically based on your answers in the app. It therefore refers to your individual information.
Please upload all documents on your personal checklist completely and legibly in the Taxfix app. This will ensure that the expert gets the best possible result from your tax return.
🚨 Good to know
Some documents are mandatory for the preparation of your tax return. You can find out more about them here.
You can check the status of your personal checklist in the app at any time. Here you can see which documents are still missing and which you have already uploaded. You can submit the missing documents directly there.