The consequences range from avoidable — a 30% US withholding that should have been zero — to expensive: phantom income tax on money you have not yet received. To genuinely difficult to fix: a filing obligation gone unmet for years.
Organised by when each item needs to happen: before you invest, at onboarding, every year, and at exit.
Covering the Rechtstypenvergleich classification analysis, W-8BEN/E filing requirements, the §180 AO unified tax assessment obligation, AStG threshold monitoring, K-1 preparation for German tax returns, and exit documentation. Twelve items in total. Free.
Fifteen minutes to read. It could save you significantly more than that.
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No follow-up sequence. We will only contact you again if you ask us to.
Plainly LP is a separate company from Finally Fund Admin and Clearly Tax. Registered at plainlylp.com.