All tax documents perfectly prepared
Your comprehensive checklist for all necessary tax documents related to real estate. Auctoa helps you stay organized and be optimally prepared.
Ensure completeness
Save time
Avoid errors
Why a checklist for tax documents in real estate is essential
Gain clarity
Meeting Deadlines
Meet the obligation to provide proof
Basis for Decisions
Inheritance Tax: Which Documents You Need as an Heir
Inheriting a property is a complex process that also involves tax obligations. To accurately declare inheritance tax and optimally use potential allowances, it is essential to compile all relevant documents carefully. The most important documents include the certificate of inheritance or the will, the property's land register extract, a current market value appraisal (Auctoa offers AI-supported valuations here), proof of property debts, as well as records of gifts from the deceased. Funeral expenses can also be relevant. Start collecting early to meet deadlines. Our checklist guides you through all the necessary steps and documents for inheritance tax.
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Your Documents, Our Expertise
Land Registry Extract
Central document for proof of ownership.
Energy Performance Certificate
Mandatory for sale, rental, or leasing.
Declaration of Division
Important for condominiums and fractional ownership.
Blueprints
Floor plans, elevations, and sections as a basis.
Tenancy agreements
Proof of rental income.
Loan agreements
Relevant documents for financing.
Invoices
Proof of advertising costs or renovations.
Tax assessments
Previous decisions as reference and basis.
Valuation report
Professional assessment as a basis for tax matters.
Everything for your tax security
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Property tax declaration: These documents are now crucial
The reform of property tax requires all property owners to submit a declaration of assessment. The necessary documents for this vary depending on the federal state but are often based on similar data. Core information is typically found in the land register extract (district, corridor, parcel), in the notice of assessed value or in the information letter from the tax office. Other important details are the land area, the living and usable area, the year of construction of the property, and the standard land value. A precise compilation of these documents is crucial for an accurate calculation of the new property tax. Our checklist helps you identify all the necessary documents specific to your federal state and avoid mistakes.
Property Sale: Tax-Relevant Documents for Sellers
When selling a property, various documents are relevant not only for the buyer but also for tax purposes. It is crucial to determine whether the sale is subject to speculation tax. For this, you need proof of the acquisition date (purchase contract) and the acquisition costs, as well as, if applicable, evidence of personal use or the rental period. Other important documents include the notarial sales contract, invoices for sales-promoting measures, or broker fees. Comprehensive documentation is essential to accurately represent your tax situation and precisely determine any gains or losses. The Auctoa checklist assists you in gathering all sales-related tax documents.
Rental & Leasing: These documents are required by the tax office
If you earn income from renting and leasing, it must be declared in your income tax return. The tax office requires a detailed breakdown of all income and advertising expenses for this purpose. The most important documents include rental contracts, proof of rent receipts, service charge statements, as well as all invoices for maintenance expenses, repairs, management fees, property taxes, and insurance. Interest expenses for loans used to finance the property are also deductible. An accurate and complete collection of these documents is essential to claim all allowable advertising expenses and optimise your tax burden. Use our checklist to ensure you don't overlook any important items.
Energy Renovation: Secure Documents for Tax Benefits
Energy-efficient renovation measures on owner-occupied residential property can be tax-deductible. To take advantage of these benefits, precise documentation is essential. You will need certificates from professional contractors according to official templates, which list the eligible measures and costs in detail. The invoices from the craftsmen and proof of payment (bank statements) are also important. The energy certificate can document the condition before and after renovation. These documents are crucial for the correct entry in your tax return (Energetic Measures annex). Our checklist helps you gather all the necessary evidence for the tax recognition of your renovation costs.
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Digital Document Management: Efficiency and Security for Your Tax Documents
Digitising your tax documents offers significant advantages: you save space, improve organisation, and enable quick access whenever needed. Scan important documents such as purchase contracts, land registry excerpts, invoices, and tax certificates, and store them systematically, ideally with a clear folder structure and descriptive file names. Cloud storage solutions provide additional security through backups and remote access. Ensure good readability of the scans when digitising. Special retention obligations apply for electronically received invoices in their original format. A digital document management system greatly simplifies the preparation of tax returns.
Common Mistakes in Tax Documents and How to Avoid Them
When compiling tax documents for real estate, mistakes can easily occur, leading to queries from the tax office, delays, or even financial disadvantages. Common errors include missing proof for deductible expenses, incomplete details of acquisition or production costs, overlooking deadlines (such as for the property tax return), or incorrectly assigning costs. Failing to observe retention periods can also become problematic. A detailed checklist, like the one from Auctoa, helps avoid such errors by reminding you of all relevant documents and aspects. A thorough review of all documents for completeness and accuracy before submission is essential.
Auctoa Document Check: How we support you professionally
Auctoa understands that compiling and reviewing tax documents can be time-consuming and complex, especially for heirs or laypeople. Besides our comprehensive online checklist, we therefore offer you the Auctoa Document Check as an optional service. Our experts review your collected documents for completeness and plausibility with regard to tax requirements. We will point out any missing papers and provide you with specific instructions on how and where to obtain them. This service gives you peace of mind, reduces your effort, and helps you be optimally prepared for tax obligations.
Future Changes in Tax Law: Stay Informed
The tax law, particularly in the real estate sector, is subject to constant changes. New laws, court rulings, or administrative instructions can affect your tax obligations and opportunities. For example, the property tax reform, changes in inheritance tax, or new funding programs for energy-efficient renovations are topics that property owners should keep an eye on. To always stay up to date on taxes, it is advisable to follow specialist information or seek professional advice. Auctoa provides you with important updates on its platform and in the newsletter, so you can react in time.
