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Checklist: changing your tax advisor.

The switch step by step — without a support gap and without friction.

  1. 01

    Engage the new advisor first — then terminate

    No gap: the new engagement stands before the old one ends.

  2. 02

    Grant powers of attorney

    Receipt and representation authority — templates from us.

  3. 03

    End the existing engagement

    Informal text form usually suffices; open work is either finished by the previous firm or taken over.

  4. 04

    Have records and data handed over

    Between DATEV firms this runs as a complete migration.

  5. 05

    Inform the tax office

    The new receipt authority is filed; mail now runs via the new firm.

  6. 06

    Set up document flows

    DATEV access, bank feeds, rhythms for documents and payroll.

  7. 07

    Check open deadlines

    Running extensions and upcoming filings are taken over and scheduled.

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