What are annual financial statements and why should you work with a tax advisor?
The annual financial statements show your company's position at the end of the fiscal year. Depending on the legal form, they include a balance sheet, income statement and other components.
Your tax advisor will ensure compliance with the requirements (HGB/GOB), reduce errors and maximise tax efficiency. Integral makes the process digital and transparent.
Benefits of financial statements with a tax advisor
Having your tax advisor prepare the annual financial statements saves time, reduces risks and can optimise your tax burden. Our partner tax advisors provide professional expertise, and the Integral platform ensures digital efficiency and transparent processes.
Plausibility checks by our partner tax advisors uncover discrepancies early on and help to avoid costly additional claims or checks.
Legal certainty
HGB, IFRS (if required) and GoBD under control:
Your annual financial statements meet the relevant standards and ensure reliable compliance.
Trust
Professional financial statements create trust among banks and investors and facilitate investments or lending.
Constituents and creation of the financial statements
Balance sheet
A detailed presentation of your company's assets, liabilities, and equity that gives a clear picture of your financial position.
Profit and loss statement (P&L)
A comprehensive report on income and expenditure that documents your economic success in the reporting period.
Attachment
Mandatory for corporations, contains additional information and explanations on balance sheet and income statement positions, which ensure transparency and traceability.
Management report
A report on business development and future prospects, required for larger corporations.
YOURS
A simplified income surplus statement for microenterprises or freelancers who do not need comprehensive accounting.
Legislative basics and policies
HGB
Regulates accounting and disclosure requirements and provides the framework for preparing and publishing annual financial statements.
GOB/gobd
Ensures proper, verifiable and audit-proof bookkeeping — even in digital processes.
IFRS
International accounting standards are mandatory for listed companies, optional for others.
Financial statements deadlines
Depending on the type and size of the company, financial statements must be prepared and submitted within specified deadlines (within 6—9 months, depending on company size).
01
Preparation of annual financial statements abschlusses
Our partner tax advisors review documents, carry out plausibility checks and prepare the annual financial statements.
02
Coordination
You get insights into the design and can answer questions directly via the platform: Review draft documents, provide feedback and resolve outstanding issues immediately via our secure communication channels, without any delays.
03
Submitting your financial statements abschlusses
Your tax advisor will disclose the information in the company register. We ensure timely delivery. Legally compliant and timely.
3 reasons for financial statements with Integral
Personal contact
Direct communication with your tax team via the platform: Ask questions or clarify details immediately via our secure, user-friendly interface, without any on-site appointments.
Transparent overview
Keep an eye on deadlines and processing status: The Integral platform dashboard shows you all important deadlines and the status of your financial reports at a glance.
Digital processes
Upload documents online and see the processing status of your annual financial statements in real time. Digital, easy and without unnecessary waiting times.
Bookkeeping, payroll and taxes, on one smart platform
Tax registration
We handle your registration with the tax office – from tax registration to your tax number. Along the way, we work through the key decisions that will matter later.
Bank matchedInvoices codedReceipts reviewedKONTORRunningReady
VAT returns
We handle your advance VAT returns (UStVA), Zusammenfassen Meldung (ZM), and all other filings directly with the tax office. Should any questions come up, we'll coordinate with you
Ongoing payroll for your employees and you – simple, digital and via app. Integral handles all communication with the authorities and social insurance funds for you.
Tax teamBWAYour BWA shows €24k in overpaid taxprepayments.KCKCYes, please adjust.Adjustment submitted€24k in liquidity secured
With Integral, I have the perfect partner for accounting, payroll, and taxes. Fast, simple, and proactive.
With Integral, I have the perfect partner for accounting, payroll, and taxes. Fast, simple, and proactive.
Felix Rösner, Founder & CEO
I recommend Integral to founders and managing directors who are looking for state-of-the-art tax advice and an efficient accounting solution.
I recommend Integral to founders and managing directors who are looking for state-of-the-art tax advice and an efficient accounting solution.
Hans Peter Frank, Founder & CEO, multiple companies
“As managing director of a start-up, I barely have time to deal with additional topics. Integral takes optimal care of my holding company by taking care of all related tasks for me.”
“As managing director of a start-up, I barely have time to deal with additional topics. Integral takes optimal care of my holding company by taking care of all related tasks for me.”
Rap Paulavicius, Founder
“In the past, communication with our tax advisor was difficult. With Integral, we exchange questions and documents directly via the platform, get quick answers and save time and nerves.”
“In the past, communication with our tax advisor was difficult. With Integral, we exchange questions and documents directly via the platform, get quick answers and save time and nerves.”
Magnus Grünewald, Founder, Lyceum
“Before Integral, our accounting was stressful and time-consuming. Thanks to seamless integration, we now save a lot of time and have full transparency about tax deadlines and processes. This allows us to focus on our growth again.”
“Before Integral, our accounting was stressful and time-consuming. Thanks to seamless integration, we now save a lot of time and have full transparency about tax deadlines and processes. This allows us to focus on our growth again.”
Dr. Patrick Gassmann, Founding Team, Co-Power Energy
Everything about financial statements with tax advisor
Why hire a tax advisor for the financial statements?
Mit Integral unterstützen wir Sie bei der intelligenten Kategorisierung und Ihr Steuerteam kümmert sich um den größten Teil davon. Es gibt jedoch Dinge, die nur Sie bereitstellen können, wie bestimmte Dokumente und Informationen, die Ihr Steuerteam für den Kontext benötigt. So können Sie sich voll und ganz auf Ihr Kerngeschäft konzentrieren – mit der Sicherheit, immer einen starken Partner an Ihrer Seite zu haben.
How much does an annual financial statement with a tax advisor cost?
The costs depend on the item value (e.g. turnover) and expenditure. With Integral, after a free initial consultation, you will receive a transparent offer based on the Tax Consultant Remuneration Ordinance (StBVV).
What are my responsibilities when it comes to financial statements?
In order to be able to complete the financial statements, your tax advisor will have a few questions about your operational changes and future obligations. With your help, he can correctly record all changes relevant to commercial law.
What if I have questions about my financial statements?
Of course, you can provide this to our partner tax advisor at any time. They will be happy to help you with any unanswered questions so that you can review your annual financial statements.
How quickly can I expect to have financial statements ready?
That depends on your help, of course. In principle, your tax advisor works as quickly as possible to complete this. You can also view all deadlines and what is expected of you at any time via our platform.
EFFORTLESS MANAGEMENT
Bookkeeping and taxes, reimagined. With Integral.
Over 600 entrepreneurs already rely on Integral for bookkeeping, payroll or taxes.