Managing trade tax can be very time-consuming. Inconsistent handling in the municipalities, numerous official responsibilities, the linking of chamber contributions (IHK and HWK) and a flood of notices: These factors alone make the management of trade tax complex. Add to this the regular registration, re-registration and deregistration of individual business establishments, different apportionment scales and several companies to be managed, and tax managers are faced with a time-consuming task that ties up a lot of their capacity. In addition, the preliminary calculation of trade tax with different assessment rates is tricky.

Software that supports

With the KPMG Trade Tax Monitor, you can manage the entire trade tax process – from registering permanent establishments and allocating taxable income to reviewing and paying tax assessments – efficiently and in compliance with the law.

A robust technical foundation is also the starting point for trade tax. Building on this, digital solutions make it possible to map trade tax processes in a centralised and consistent manner across all business premises.

Jens Schuld

Director, Tax

KPMG AG Wirtschaftsprüfungsgesellschaft

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Our technology

Dashboard & Overview
- Centralised overview of business premises, trade tax assessments and key performance indicators
- Transparency regarding advance payments, refunds and adjustments at company level
Business Premises & Master Data Management
- Structured management of companies, business premises and associated master data
- Mapping of employee numbers, wage bills and local authority allocation as a basis for breakdown, calculation and review of notices
Tax rates & breakdown
- Transparent presentation of local tax rates and chamber-specific levies (IHK/HWK)
- Automated calculation and presentation of the single- or multi-stage trade tax breakdown for each local authority
Decisions & Payments
- Digital capture, storage and verification of trade tax and allocation notices in a centralised system
- Traceable allocation of payments, refunds and adjustments, as well as the ability to compare data across different time periods
Calculation of business rates
- Calculation of trade tax on the basis of the relevant trade profit
- Determination of the proportionate tax assessment amount, taking into account the assessment rates

Your advantages

A comprehensive solution for effective trade tax management
End-to-end digital mapping of the entire trade tax process
A centralised overview of all relevant trade tax aspects
Location-independent access to all data via the cloud-based application
Efficient permanent establishment management
Minimal implementation effort thanks to Software as a Service
Ongoing maintenance and further development of the software by KPMG

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Our expertise

In-depth technical expertise as the starting point for consistent trade tax monitoring

The KPMG Trade Tax Monitor is designed for the digital mapping and management of key trade tax processes. The starting point is a technically sound classification of trade tax requirements, which is consistently translated into structured, digital workflows.

The focus is on the consistent processing of information relating to permanent establishments, allocation, tax assessment notices and payments within an integrated Software-as-a-Service solution. This ensures that trade tax is mapped in a transparent, structured and permanently manageable manner across all permanent establishments.

Technology-supported processing of tax assessment notices and data

Particular emphasis is placed on the automated and AI-supported processing of trade tax assessment notices. The contents of the notices are parsed in a structured manner and systematically mapped to the underlying master data, allocation information and payment flows. In addition, workflow-based processing logic supports the consistent maintenance and analysis of trade tax data, creating a robust foundation for transparency, control and further processing within the trade tax monitoring system.