Assign receipts to lines
The agent reads the property's receipts and assigns each one to a line of Anlage V. Receipts with no matching line are filed separately.
Property Lindenau 3: 312 receipts assigned, 6 with no matching lineGetting the total right is not enough. The last cent ends up with nobody, or with two people.
Assigns every receipt to its line and allocates the totals to several co-owners to the cent.
Public administration
Four processes that take up the most time today
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Advisory and implementation for the public sector, starting with the AI readiness assessment.
One receipt, one line of Anlage V, four co-owners, and in the end the total has to add up.
The property's receipts are filed by date; they are needed sorted by line of Anlage V (the rental income schedule). Whoever prepares the determination return assigns each receipt to a line, totals each line and splits the total by the shares in the land register. Rounding leaves a difference that someone ends up assigning to one co-owner by hand.
312receipts per yearService charges, interest, repairs and depreciation accrue for the property at Lindenau 3.
19lines of Anlage VBy type of expense, the receipts are spread across that many lines.
4co-ownersEvery line total is split by the shares in the land register.
7rounding differencesOn seven of these lines the split does not come out evenly and has to be assigned to one co-owner.
55% of the preparation effort disappears because the tax specialist starts from a return under § 180 AO in which 312 receipts are assigned and the 19 lines are split across four co-owners.
The 55% reduction in preparation effort is this agent's headline figure. The numbers of receipts, lines and rounding differences reflect a typical year for a co-ownership property and are not measured values.
Three steps through the process.
The tax specialist decides the co-owners' shares; the agent assigns every receipt to its line and calculates the allocation to the cent.
Calculate the allocation to the co-owners
The agent splits every line total by the shares on record. Rounding differences are shown openly rather than quietly spread around.
19 lines allocated, 7 rounding differences totalling 0.11 eurosPrepare the determination return for signature
The agent fills in the lines of the return under § 180 AO with totals and allocation and attaches the receipt mapping. The tax specialist reviews and signs it.
feststellung_lindenau-3_2025.pdf, 19 lines, 4 share columnsWhat the agent does not do.
It does not file the return.
It prepares it with totals and allocation. The tax specialist submits it after signing.
It does not set the co-owners' shares.
It calculates with the shares from the property's master record. If the four owners have agreed a different ratio, the tax specialist enters it.
It does not distribute the seven rounding differences itself.
It shows each one with line and amount, 0.11 euros in total. The tax specialist decides who gets the cent.
Connected systems
- Property management software
- the property's receipt archive
- practice software for determination returns
Operations
- Deployment modelEU cloud, private cloud or on-premises
- Data processingGDPR-compliant, no model training on your data
- Responsible teamsTax Firms, Co-ownership Associations
The questions that come up before the first meeting.
How quickly is the Determination and Allocation Agent ready to use?
A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.
Where is the data processed?
EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
Where does the figure “55% less preparation effort” come from?
It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.
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