“What should I bring?” is the most common question before an appointment, and missing documents are the most common reason for a second one. With the generator, you put together a checklist in a minute that fits the occasion, your profession and your country: to print, as a PDF or as text for your email.
Why a checklist saves time
Clients who know before the appointment what is needed arrive prepared. That saves follow-up questions, documents sent in later and extra appointments, and it shows that your office is well organised. Especially in tax advice and bookkeeping, where the same documents are needed every year, a tedious hunt for papers becomes a routine.
The templates contain the documents needed for the most common occasions and distinguish between Austria and Germany: for example the Lohnzettel (annual payslip) and Pendlerrechner (commuter allowance calculator) in Austria, the Lohnsteuerbescheinigung (annual wage tax certificate) and tax ID in Germany. Deselect items that do not fit and add your own, one per line.
Print, save as PDF or send by email
“Print or PDF” outputs only the checklist, without the rest of the page. Choose “Save as PDF” in the print dialog if you want to send the list by email or offer it as a download on your website. “Copy as text” pastes the list with checkboxes straight into an email, ideal for the appointment confirmation.
Data protection when documents are sent
Tax documents, payslips or court orders contain sensitive data. Ask clients to send documents through a client portal or an encrypted upload rather than as an ordinary email attachment. Use the “Note” field to name the way you prefer documents to be sent.
