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Prinz.tax New Client Onboarding

For new clients, tax regulations require us to go through an onboarding and identification process. As a tax advisor, we need further information and documentation to get you fully on board and prepare your power of attorney. Please carefully review the following list and provide the required information.

Most clients prefer completing this form on their smartphone, using their camera to upload images of their documents. You can start preparing this form, and your data will be saved in your browser. During submission, all information is encrypted, and can only be accessed by Prinz.tax.

1. Personal Identification

Please upload a copy of the front and back of your valid official identification document (passport, national ID card, residence permit, or other approved identification documents)

2. Residence Address

Please upload documents as proof of current address (e.g. registration document, German Anmeldebestätigung, or similar)

3. Tax Registration

Please complete this section to the extent possible and provide related documentation, if available.

German Tax ID (Steuer-Identifikationsnummer)

I do not have a German Tax ID

German tax number (Steuernummer from the local tax office)

Optional

Optional

Optional
I do not have a German tax number

German tax registration for self-employed / freelancer

I am not working as a self-employed / freelancer I have not yet registered and would like Prinz.tax to assist me I have registered as a self-employed / freelancer and have received a tax number

If available, please upload your registration with the tax office (Fragebogen zur steuerlichen Erfassung), confirmation letter from tax office (Mitteilung über die steuerliche Erfassung), and letter concerning VAT reporting requirements

Other Communication from the tax office

⚠️ Please note that missing a deadline may result in fines or even in losing your right to appeal or making justified changes to your tax assessment.

No relevant communication from the tax office

4. Church Tax

Not applicable

5. Your Bank Details

Bank details for a tax refund, if any:

I do not have a bank account in Europe (SEPA banking area)

6. Marital Status

I am NOT married / in a registered partnership I am married / in a registered partnership I am separated I am divorced
I intend to file jointly I intend to file separately

Spouse Information

Please provide the following information for your spouse:

1. Spouse Personal Identification

Please upload a copy of the front and back of your spouse's valid official identification document

2. Spouse Residence Address

Spouse has the same residence address Spouse has a different residence address

Please upload your spouse's registration documents including proof of current address

3. Spouse Tax Registration

Please complete this section to the extent possible and provide related documentation, if available.

Spouse German Tax ID (Steuer-Identifikationsnummer)

Spouse does not have a German Tax ID

Spouse German tax number (Steuernummer from the local tax office)

Spouse has the same German tax number (joint tax filing) Spouse has a different or no German tax number
Spouse does not have a German tax number

Spouse German tax registration for self-employed / freelancer

Spouse is not working as a self-employed / freelancer Spouse has not yet registered and would like Prinz.tax to assist Spouse has registered as a self-employed / freelancer and has received a tax number:

If available, please upload registration and confirmation documents

Spouse has registered as a self-employed / freelancer and has received the following VAT ID number:

If available, please upload letter from tax office concerning VAT reporting requirements

Spouse Other Communication from the tax office

⚠️ Please note that missing a deadline may result in fines or even in losing your right to appeal or making justified changes to your tax assessment.

No relevant communication from the tax office for spouse

4. Spouse Church Tax

Not applicable

7. Children

If you have children aged up to 18 years, or up to 25 years if still in education or vocational training, please provide their information below:

8. Questions and Comments

We want to make the onboarding process for you fully transparent and as smooth as possible. If you have questions or comments concerning any of the above, please include them here.

9. Completeness and Accuracy

I have completed the above questions and provided all relevant documentation to the best of my knowledge.

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