Compare tax assessments with the tax return

Tax advisers check tax assessment notices for discrepancies

Ready to goAI Act: no extra obligationsChecking & moderating contentLaw & tax

Fits: Finance & accounting · Legal & compliance

Every discrepancy between the tax return and the assessment notice is in one table, including those the tax office does not explain. The firm decides earlier within the objection period and with less searching.

Is this for you?

  • You regularly check many tax office assessment notices, e.g. for income tax, corporation tax or VAT, or trade tax base assessments.
  • Tax returns and assessment notices are available digitally, ideally as electronic assessment data in the firm’s software.
  • You have a tool that is approved for client data, or you test with made-up cases.
First step today

Recreate a small case with made-up figures and without name, tax number and address, e.g. five items from the tax return and the assessment notice with an explanation from the tax office. Use the template below to have it compared, and compare the table with your usual review note.

How to go about it

  1. Define checkpoints for assessment notices
  2. Bring the tax return and the assessment notice together
  3. Set up the comparison
  4. Pass unclear discrepancies to the adviser
  5. File an objection or accept the discrepancy with reasons
  6. Add typical cuts to the checklist

Templates to copy

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The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

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Same approach, other use cases

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RS-04 · Legal status 08.10.2026