¶¶Òõ¶ÌÊÓƵ

All Countries
International Trade
Tax Consulting Engagement Letter

Tax Consulting Engagement Letter Template for Germany

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Tax Consulting Engagement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Tax Consulting Engagement Letter

"I need a Tax Consulting Engagement Letter under German law for my tech startup GmbH, including specific provisions for international tax advisory services and cryptocurrency taxation, with the engagement starting January 2025."

Celebrated by
Collaborations with
Investors
Document background
A Tax Consulting Engagement Letter is a foundational document required in Germany before commencing professional tax advisory services. This document, regulated by the Steuerberatungsgesetz (German Tax Consulting Act) and related legislation, establishes the formal relationship between a tax consultant and their client. It is essential for both individual and corporate clients seeking professional tax advice, compliance services, or representation before tax authorities. The letter must address specific German legal requirements, including GDPR compliance, anti-money laundering regulations, and professional standards set by the German tax consulting profession. It serves as the primary reference point for the scope of services, professional fees, and mutual obligations throughout the engagement.
Suggested Sections

1. Parties: Identification of the tax consultant/firm and the client, including professional registrations and contact details

2. Background: Brief context of the engagement and client's need for tax consulting services

3. Definitions: Key terms used throughout the engagement letter

4. Scope of Services: Detailed description of tax consulting services to be provided

5. Client Responsibilities: Client's obligations regarding information provision, documentation, and cooperation

6. Professional Fees: Fee structure, billing arrangements, and payment terms according to StBVV

7. Confidentiality and Data Protection: GDPR compliance and professional confidentiality obligations

8. Duration and Termination: Term of engagement and termination provisions

9. Professional Liability: Extent of liability and professional insurance coverage

10. General Terms: Standard terms including governing law, jurisdiction, and entire agreement provisions

Optional Sections

1. International Services: Additional terms for clients requiring cross-border tax services

2. Electronic Communication: Specific terms for electronic document exchange and virtual meetings

3. Power of Attorney: Terms regarding representation before tax authorities

4. Specialized Services: Additional terms for specific tax advisory services beyond standard scope

5. Third-Party Service Providers: Terms regarding cooperation with other professionals

6. Conflict Resolution: Detailed dispute resolution procedures beyond standard terms

Suggested Schedules

1. Schedule A - Service Description: Detailed breakdown of specific tax services to be provided

2. Schedule B - Fee Schedule: Detailed fee structure and rates for different services

3. Schedule C - Required Documentation: List of documents and information client must provide

4. Appendix 1 - General Terms and Conditions: Standard terms and conditions of the tax consulting firm

5. Appendix 2 - Data Protection Notice: Detailed GDPR-compliant data protection information

6. Appendix 3 - Power of Attorney Form: Standard form for tax authority representation

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions






























Clauses


























Relevant Industries

Financial Services

Manufacturing

Retail

Technology

Healthcare

Real Estate

Professional Services

Construction

Energy

Agriculture

Education

Non-Profit

Entertainment

Hospitality

Transportation

E-commerce

Relevant Teams

Finance

Accounting

Legal

Compliance

Treasury

Tax

Corporate Governance

Executive Management

Administration

Risk Management

Relevant Roles

Chief Financial Officer

Finance Director

Tax Manager

Financial Controller

Accounting Manager

Business Owner

Managing Director

Finance Manager

Treasury Manager

Compliance Officer

Legal Counsel

Company Secretary

Head of Finance

Partner (Professional Services)

Senior Tax Consultant

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Transfer Pricing Agreement

A German law-governed agreement establishing transfer pricing methodology between related entities, ensuring compliance with German tax regulations and OECD guidelines.

find out more

Engagement Letter For Tax Services

A German law-governed engagement letter establishing the terms and conditions for professional tax advisory services between a tax advisor and client.

find out more

Tax Sharing And Funding Agreement

A German law-governed agreement establishing tax sharing and funding arrangements between group entities, aligned with German fiscal regulations.

find out more

Settlement Agreement Tax

A German law agreement that resolves tax disputes between taxpayers and tax authorities (Finanzamt), establishing settled tax liabilities and payment terms.

find out more

Tax Installment Agreement

A German-law governed agreement between a taxpayer and tax authority establishing structured payment terms for outstanding tax liabilities.

find out more

Tax Consulting Engagement Letter

A German law-governed engagement letter establishing the terms and conditions for professional tax consulting services between a tax consultant and client.

find out more

Unilateral Advance Pricing Agreement

A binding agreement with German tax authorities establishing approved transfer pricing methodologies for intercompany transactions under German law.

find out more

Tax Allocation Agreement

A German law agreement governing tax allocation within corporate groups (Organschaft), establishing tax liability distribution between parent companies and subsidiaries.

find out more

Tax Payment Agreement

A German law agreement between taxpayer and tax authority establishing structured payment terms for outstanding tax obligations.

find out more

Advance Price Agreement

A German-law governed agreement between a taxpayer and tax authorities establishing approved transfer pricing methodologies for cross-border intercompany transactions.

find out more

Fuel Tax Agreement

A German law-governed agreement establishing fuel tax obligations, compliance requirements, and operational procedures between contracting parties under the Energiesteuergesetz.

find out more

Tax Indemnification Agreement

A German law-governed agreement establishing tax indemnification obligations between parties, typically used in corporate transactions to allocate tax-related risks and liabilities.

find out more

Tax Sharing Agreement

A German law-governed agreement establishing tax sharing arrangements between group companies under German corporate tax consolidation rules.

find out more

Installment Agreement

A German law-governed agreement establishing terms for payment in scheduled installments, complying with BGB requirements and consumer protection provisions.

find out more

Installment Payment Agreement

A German law-governed agreement setting out terms for scheduled installment payments, including payment structure, interest rates, and consumer protection provisions.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.