Preparing the declarations of assessment as part of the property tax reform is made quick and easy with the Opti.Tax hybrid solution and the Opti.Tax Cloud. What’s more, one thing is certain: the firm retains control over its data.
Opti.Tax Property Tax 2026
Description
The calculation of property tax based on completely out-of-date data has been declared unconstitutional – and the property tax reform has been approved. This means that affected clients will be contacting you to have their property tax recalculated. Time is of the essence: the filing period for the assessment declarations begins as early as 2022. With Opti.Tax Property Tax, you can handle all tasks relating to the property tax reform more efficiently, conveniently and securely.
What can Opti.Tax Property Tax do?
Opti.Tax Property Tax handles all tasks relating to the property tax reform – here is an extract:
- Import client master data from the practice management software, e.g. via DATEVconnect
- Import property information from the practice management software, e.g. from fixed assets or income tax returns
- Involve the client in the preparation of the declarations of assessment
- Validation of the data recorded and, consequently, technical oversight to identify which data is missing
- Retrieving standard land values
- Retrieval/request of missing documents via an interface directly from DocEstate
- Obtain the client’s authorisation to transfer the data to the tax authorities
The service package
- Opti.Tax, Property Tax Module
- Opti.Tax Cloud for client communication
- hsp.community with
- Resources
- Checklists
- Process description
- E-learning courses
- Sample cover letter
- Order & Power of Attorney Template
- Discussions with advisers
Why is Opti.Tax Property Tax the better choice?
15 of the 16 member associations of the German Association of Tax Advisers (DStV) and the Institute of Auditors in Germany e.V. recommend Opti.Tax Grundsteuer as a software solution. There are many reasons for this:
- Your law firm retains control over the data at all times
- Integrated d.velop sign for legally valid digital signatures
- Interfaces with DATEV, ADDISON, tse:nit, BMD and more
- Unique efficiency features
- Seamless collaboration with clients via the cloud
- Easy to use, with built-in help and guidance
Product video
Digital signatures
What is a digital signature?
In legal terms, a digital signature is what is known as an electronic signature. The provisions that were previously laid down at national level in the German Signature Act are now set out in the eIDAS Regulation on electronic identification and trust services, which applies across the EU. With a digital signature, you can sign a document (e.g. a loan agreement) online without using paper. This speeds up processes and saves costs. The legal framework for this is provided by the EU-wide eIDAS Regulation. It defines the legal effect of electronically signed documents and their evidential value in court. With d.velop sign, you can create simple, advanced and qualified signatures.How does a digital signature work?
You upload your document to the Opti.Tax Cloud, which incorporates d.velop sign technology. When you upload the document and request a digital signature, a hash value is sent to a trust service provider for certification. The provider verifies your identity and then returns the hash value. You can then download your signed document along with the corresponding certificate. By simplifying the signing process in this way, you not only increase your level of digitalisation but also save valuable time and money.Is it permissible to sign contracts digitally?
Legislation can now be enacted using remote signature services. You affix your signature to the document using a signature certificate. This certificate verifies your identity through a third party and is time-stamped. The qualified electronic signature is legally valid in court and is therefore suitable for signing contracts.What types of digital signatures are there?
A simple electronic signature does not provide any added value in terms of security for businesses and is subject to the court’s discretionary assessment of evidence (Section 286 of the German Code of Civil Procedure (ZPO)). The advanced electronic seal signature is also subject to the court’s discretion in assessing evidence (Section 286 of the German Code of Civil Procedure (ZPO)) and ensures the integrity of the document by means of a certificate. Only the qualified electronic personal signature (QeS) replaces the statutory written form (Sections 126 and 126a of the German Civil Code (BGB)) and is therefore equivalent to a handwritten signature.System requirements
Windows client PC (single-user and multi-user)
- Windows 10/11 (64-bit)
- RAM: at least 2 GB, 4 GB recommended
- Hard disk space: 2 GB free
- Resolution: 1920 × 1080 or higher recommended; minimum 1280 × 1024
- In single-user mode, the built-in H2 database can be used
Database server
- Approx. 1 MB of database storage per project; possibly more if there are additional attachments, transmission logs, footnotes, assignments, S+E projects, property tax, etc.
- MS SQL Server 2017 (Express, Standard, Enterprise) or later
Terminal Server / Citrix
- RDP from Windows Server 2016 R2 or later
- 2 GB of free hard disk space
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