Tax Declaration

Business transactions at the touch of a button

With Effizo, you can prepare your personal tax return quickly, completely, and accurately. The accounting software allows you to generate all relevant income and expense reports for a financial year or any other freely selectable period.

Income & expense reports for any period

Effizo provides structured income and expense overviews – optionally:

for a complete financial year
for individual quarters or months
for freely definable time periods

Ideal as a basis for year-end closing and tax filing.

PDF report of income and expenses summarized by category

Category-based reports

You also receive reports with totals per category. This allows you to clearly see how your income and expenses are structured – transparent, traceable, and tax-compliant.

Download receipts in one click

All related invoices and receipts can be downloaded:

as a PDF document
or bundled as a ZIP archive

with just one click. This gives you all supporting documents fully and neatly organized.

Perfectly prepared for your tax return

The generated reports and receipts can be directly attached to your personal tax return as financial statements or forwarded to your trustee or tax advisor – without manually gathering documents.

Less effort, fewer follow-up questions

Thanks to clear reports and a complete collection of receipts, you reduce follow-up questions from tax authorities or trustees and save valuable time.

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