The Jahresbeleg: What is it, why do you need it, and how does it work?

Written by Jens B.

Last published at: March 13th, 2025

The Jahresbeleg (annual receipt) is printed once a year, always in December. It also serves as the Monatsbeleg (monthly receipt) for December.

We recommend storing the Jahresbeleg in a safe place so that you have it available in case of a tax audit. Additionally, it must be submitted to the Finanzamt. The process for creating and submitting your Jahresbeleg depends on the RKSV-Paket you have purchased.

  1. If you purchased the Sorglos-Paket, take a look here: Sorglos-Paket | How do I create an annual receipt? 
  2. If you are a Basis-Paket user, read this article:  Basis-Paket | How do I create a Jahresbeleg? 

In case you forgot which package you, purchased, check this article: I forgot which fiskaltrust package I purchased. How can I find out?


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