Start with the essential documents
For many employees, salary certificates, insurance statements and pension records form the foundation. Depending on your situation, add bank and securities statements, deduction receipts, and any relevant property or mortgage documents.
- Salary certificates and other income records
- Insurance and pension statements
- Bank, securities and relevant cryptoasset summaries
- Property, mortgage and applicable deduction records
Begin with what is available
Not every document must be ready at the first step. local.tax lets you begin with the records already available. Missing items can be added later through a secure supplementary link.
Flag special situations early
Self-employment, foreign income or assets, rental property, inheritance and other special cases should be flagged early. Diversus can then review the scope and propose the appropriate package or an individual quote before additional work begins.