Why use the Document Repository?
The Document repository is your digital assistant for maintaining tax compliance and ensuring your VAT settings are correct. Think of it as your personal tax document analyser that helps prevent costly mistakes and ensures you're following the right tax rules for your business.
The key benefits are:
✅ Automatic document analysis that helps verify your VAT status.
🔎 Early detection of potential mismatches between your settings and official documents.
😮💨 Simplified tax compliance management.
⚠️ Reduced risk of incorrect tax submissions.
What documents can you upload?
The Document repository accepts various official documents that help verify your tax status. Here's what you can upload:
Document type | Why it's important |
Confirmation letter from the Finanzamt regarding your self-employment registration | Confirms your official self-employed status and includes your tax number |
Business registration from the Gewerbeamt | Proof that your business is also registered with the Gewerbeamt |
Letter from the tax office regarding tax pre-payments | Shows which pre-payments you’re required to make for income tax, VAT, or trade tax |
Tax assessments | Contain important information about your tax situation |
Examples:
Letter regarding the Kleinunternehmer (small business owner) regulation
Confirmation of your VAT-ID
General communication with the tax office
How it works
Our AI performs several key functions:
1. Automated Document Scanning
Identifies key VAT-related terminology;
Recognizes VAT ID numbers and formats;
Detects references to specific tax laws.
2. Status Verification
Compares document information with your current settings;
Flags potential mismatches;
Suggests corrections when needed.
Step-by-Step upload guide
Select the "Document Repository" option in your dashboard
Click "Upload Document" and choose your file (pdf, jpg)
Select the document type from the dropdown menu
Wait for the AI analysis to complete
Review the suggested actions based on the analysis
Understanding your documents
The system helps you interpret important information found in your documents:
What We Look For | Why It Matters |
Tax number | Confirms your official registration |
Tax status information | Indicates whether you are subject to VAT or exempt |
Revenue Thresholds | Crucial for determining which VAT rules apply to you. |
Legal References | Ensures compliance with specific regulations |
Best Practices
Upload documents as soon as you receive them from authorities
Ensure documents are clear and readable
Keep your Document Repository up to date with your latest tax documents
Review AI suggestions promptly and make recommended changes
💡 Pro Tip: Regular document uploads help maintain accurate tax settings and prevent compliance issues before they occur.
Don’t hesitate to contact us whenever you have a question at tax-coach@accountable.eu.
We’re here to help and guide you further 😊