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Year-end documents checklist

Collection list for year end: income and expense receipts, accounts, contracts and hand-over to your tax adviser. In German.

The year-end documents checklist (Jahresabschluss-Unterlagen-Checkliste) helps you gather everything at year end: income and expense receipts, bank statements, contracts, purchases, official letters and a hand-over list for your tax adviser. You tick items off and note where they are kept.

A collection list for organising, as of November 2026, not legal or tax advice. It names no deadlines on purpose. All labels are in German.

€4.90 Final price · VAT exempt under § 19 of the German VAT Act (small business scheme, Kleinunternehmerregelung) – no VAT is charged.

Instant download after payment · delivered by email link · pay with PayPal or Stripe (card, Apple Pay, Google Pay, Klarna, SEPA)

Product language: German – based on German law

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Everything together: the Everything bundle: all 35 products contains this and 34 more products for €89.00 (€194.50 separately) – you save €105.50. → View the everything bundle

Cheaper together: The Freelancer filing bundle contains Folder spines for freelancers, 60 topics and Receipt filing system for the self-employed and Retention periods compass for freelancers and Year-end documents checklist and Project file set and Client file set for €24.90 instead of €32.40 separately – you save €7.50. → View the complete bundle

Preview

Year-end documents checklist: preview
Year-end documents checklist: preview
Year-end documents checklist: sample page
Year-end documents checklist: sample page
Year-end documents checklist: detail view
Year-end documents checklist: detail view

What you get

  • PDF, 4 A4 pages (incl. cover)
  • Checklist for income and expenses
  • Accounts, contracts, purchases, official letters
  • Hand-over sheet for your tax adviser and open-items list
  • Printing guide, LIESMICH.txt (readme), LIZENZ.txt (licence)

Format & technical details

Format
PDF (A4, vector), as a ZIP file
Scope
4 pages, under 0.1 MB
Requirements
PDF viewer and A4 printer
Product language
German – based on German law
Version
1.0

Licence (right of use)

Simple, unlimited right of use for you or your own business: print and use as often as you like. You may not pass on, resell or publish the files.

The full licence is included as LIZENZ.txt in the download and set out in the terms and conditions.

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