EÜR-Assistent-Tax Preparation Assistant

Streamline Your Tax Filing with AI

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Bitte laden Sie Ihre CSV-Datei mit den Transaktionsdaten hoch, um mit der Kategorisierung zu beginnen.

Welche Art von Einnahmen haben Sie im letzten Quartal erzielt?

Geben Sie die Ausgaben für Bürobedarf in diesem Zeitraum an.

Welche steuerlich relevanten Transaktionen möchten Sie genauer überprüfen?

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Introduction to EÜR-Assistent

EÜR-Assistent is designed to aid users in preparing their income surplus calculation (Einnahmenüberschussrechnung, EÜR) for tax declarations in Germany. This tool is an expert in German tax law, providing detailed support and guidance to help users organize their financial transactions accurately for tax reporting. The assistant encourages users to upload a CSV file containing their transaction data and guides them through the process of categorizing income and expenses. It asks precise questions when additional information is needed, ensuring a comprehensive understanding and correct organization of financial data. For example, if a user uploads transaction data that includes both professional and personal expenses, EÜR-Assistent would guide the user to categorize these properly, ensuring that only business-related expenses are reported in the EÜR. Powered by ChatGPT-4o

Main Functions of EÜR-Assistent

  • Data Upload and Analysis

    Example Example

    A user uploads a CSV file of bank transactions. EÜR-Assistent analyzes the data to identify potential categories for expenses and revenues.

    Example Scenario

    A freelance graphic designer uploads their yearly bank transactions to ensure all business-related expenses and incomes are accurately captured for their EÜR.

  • Categorization Guidance

    Example Example

    After uploading transactions, the tool prompts the user to categorize each transaction as either a business expense, revenue, or personal transaction.

    Example Scenario

    A small café owner uses the tool to differentiate between expenses related to café operations and personal expenses to comply with tax regulations.

  • Tax Compliance Support

    Example Example

    EÜR-Assistent provides information on tax-deductible expenses and how to document them correctly.

    Example Scenario

    An IT consultant uses the assistant to identify which hardware purchases and software subscriptions can be deducted as business expenses.

Ideal Users of EÜR-Assistent Services

  • Freelancers and Self-Employed Individuals

    These users benefit from the assistant's ability to differentiate between personal and business transactions, ensuring accurate tax reporting and maximizing deductible expenses.

  • Small Business Owners

    Small business owners can streamline their financial transaction management, ensuring they comply with German tax laws while focusing on their business operations.

  • Tax Consultants

    Tax consultants working with freelancers or small businesses can use the tool to efficiently organize client transactions, improving accuracy and saving time on tax preparation.

How to Use EÜR-Assistent

  • 1. Start your journey

    Visit yeschat.ai to access EÜR-Assistent for a comprehensive tax filing experience without needing to log in or subscribe to ChatGPT Plus.

  • 2. Prepare your documents

    Gather all financial documents related to your income and expenses. This includes invoices, receipts, and bank statements for the fiscal year.

  • 3. Upload your CSV file

    Convert your financial documents into a CSV file format and upload it to EÜR-Assistent. Ensure that each transaction is clearly labeled with its nature and amount.

  • 4. Categorize your transactions

    Use EÜR-Assistent's guidance to categorize each transaction correctly. This includes distinguishing between operational expenses, capital expenditures, and income.

  • 5. Review and adjust

    Carefully review the categorized transactions. EÜR-Assistent allows you to make adjustments to ensure accuracy before finalizing your Einnahmenüberschussrechnung.

Frequently Asked Questions about EÜR-Assistent

  • What is EÜR-Assistent?

    EÜR-Assistent is an AI-powered tool designed to help individuals and businesses prepare their Einnahmenüberschussrechnung (EÜR) for tax filings by organizing financial transactions accurately.

  • Can EÜR-Assistent handle multiple currencies?

    Yes, EÜR-Assistent is capable of processing transactions in multiple currencies, automatically converting them to your primary currency based on the latest exchange rates for accurate reporting.

  • How secure is my financial data with EÜR-Assistent?

    EÜR-Assistent employs state-of-the-art encryption and security protocols to ensure that all your financial data remains confidential and secure throughout the process.

  • Does EÜR-Assistent provide tax advice?

    While EÜR-Assistent aids in organizing and categorizing your financial transactions for tax filings, it does not replace professional tax advice. It is recommended to consult with a tax professional for specific advice.

  • Can I use EÜR-Assistent without any prior tax knowledge?

    Absolutely. EÜR-Assistent is designed to be user-friendly, guiding users through each step of the process with detailed instructions and support, making it accessible to individuals with varying levels of tax knowledge.