TaxEinfach Invoicing & bookkeeping
Which invoices are still open? Keep track of every invoice you send and receive — and get your bookkeeping done automatically along the way.
How it works – dead easy
From incoming invoice to finished books – all in one place.
All your documents in one place
Every bit of income and every expense in your working day has a document behind it: the invoice you send your customer, the invoice you get from a supplier, the receipt from the shop.
TaxEinfach works with these documents – because the document is your proof. There are three ways to get it in:
Create invoices right here
Write your invoices right in TaxEinfach – as a PDF with a QR-bill. The document is recorded straight away, with nothing left to upload.
Or by email, without a second thought
When you send an invoice, put your personal TaxEinfach address in BCC – it goes to your customer and lands with you at the same moment. Supplier invoices? Just forward them to the same address.
Your personal TaxEinfach address
Dear Weber family,
please find attached the invoice for the wedding…
Or simply upload
Receipt, PDF or photo: drag your documents into the upload area or snap them with your phone. Choose income or expense – done.
What really happened in your account
A document tells you what was billed. Whether the money actually moved, your bank account shows.
Your bank statement brings the real transactions into TaxEinfach – every incoming payment and every debit.
Upload bank statement
Upload your bank statement once a month. Every transaction is recognised automatically.
Documents and transactions belong together
Now both sides come together: every bank transaction has a matching document – the invoice for your customer's payment, the receipt for the debit.
Link the two, and every income and expense is properly documented.
Review & link
For every transaction on your bank statement, you're shown the matching document. Check the suggestion and link it in one click – invoice and payment belong together.
And just like that, you've got the overview
Because documents and transactions are linked, you instantly see what's missing: the customer invoice with no incoming payment, or the debit with no receipt.
Overview
Spot instantly which invoices don't have an entry yet – has a customer not paid, or did you forget a supplier invoice? Nothing slips through the cracks.
At year end: ready for your taxes
Every document recorded, every transaction linked – your books are in order. At year end, export everything in one go, for your tax return or your accountant.
Tax return
And at year end, your bookkeeping is practically done – ready for your tax return or your accountant.
Why go double-entry when simple does the job?
Hey receipt, say cheeeeese!
Take it easy and upload your expenses as photos from your phone.
You don't have to love your bookkeeping. But you can take it easy.
Use TaxEinfach and save yourself time and stress.
Frequently asked questions
Answers to the most important questions about TaxEinfach