The most important tasks when changing tax advisors

When changing tax advisors, a number of things need to be taken into account to ensure everything goes smoothly . Not only the new tax advisor, but also the old tax office must fulfil their duties. The first step is usually the transfer of information between the tax offices.

We have summarized the most important tasks for a change of tax advisor:

Handover of documents:

All relevant documents, such as the latest tax returns , accounting documents , contracts and other tax- relevant documents are handed over to the tax advisor.

Grant power of attorney:

In order to be able to represent you or your company with the tax authorities and other relevant bodies, the new tax advisor needs a power of attorney . In order to start work as quickly as possible, this should be one of the first steps in the collaboration .

Tax office:

The responsible tax office must be informed about the change of tax advisor . If the new tax advisor already has a power of attorney from you, he can also do this for you.

Social insurance providers:

If the tax advisor takes on tasks in the social insurance sector, the responsible social insurance provider (e.g. health insurance, pension insurance) must also be informed of the change.

Banks and business partners:

If the new tax advisor is responsible for financial matters , business partners and banks should also be informed if necessary.

Internal Management

Internal communication:

Also remember to inform the employees involved about the change and about any new internal processes and procedures that may arise as a result .

System adjustments:

If necessary, adapt your internal accounting and tax systems so that the new tax advisor can access them. It is important to clarify in advance whether the tax advisor recommends a system change .

Specify handover period:

To ensure a smooth handover, it makes sense to agree on a handover period and to define which tasks will be taken over by the old tax advisor and up to what point in time. Especially in the case of annual financial statements, it often makes sense for the previous tax advisor to take over this task.

After the change

Regular communication:

In order for the tax advisor to be able to provide the best possible advice , it is important that he is informed about relevant business developments and changes at an early stage. To this end, it is a good idea to exchange information at regular intervals.

Feedback and review:

To ensure that both sides are satisfied with the collaboration , it is advisable to meet again after a few months and provide feedback . This way, any necessary adjustments can be made in good time.

If the above points are taken into account, careful planning and communication can ensure a smooth change of tax advisor.