Assign tasks to the right people
Which question belongs with your register provider, and which with your tax adviser? Use this conversation guide to separate technical tasks from the tax assessment of your individual circumstances.
This overview helps you prepare. It is not a full assessment or individual legal or tax advice.
Worksheet to take with you
During the meeting, it is unclear who handles what. Separate technical demonstrations, tax assessment and business organization.
The examples show one way to organize the information. Print the sheet and add your details on paper. No information is collected or stored here.
For your register provider
ExampleProvider team: demonstrate a data export on Register A; management notes the filing path.
Your notesFor your tax adviser
ExampleTax adviser: discuss how the rules apply to the business; compile unresolved factual information beforehand.
Your notesClarify jurisdiction
ExampleManagement: explicitly agree responsibility for the notification and document the feedback.
Your notes
What you take away
An allocation of tasks, contacts and expected feedback. It records agreements and does not transfer statutory responsibilities.
For your conversation
Create an equipment list.
Which registers, apps and connected payment systems do you use at which locations?
For your register provider
Can you show us our system's TSE status, receipt provision, cancellations and a complete data export?
For your tax adviser
Discuss how the rules apply to your business with your tax adviser. Your register provider is the right contact for technical questions about your system.
Clarify jurisdiction
Technical protection and notification to the tax office are separate tasks. Explicitly clarify who submits the notification and where the evidence is kept.
Official sources
- Current lawSection 146a of the German Fiscal Code (AO)
- Official notification procedureELSTER: notification of electronic recording systems
An information resource from moaby, a provider of cash-register systems.
Individual tax questions belong with a tax adviser.