If you run a German GmbH or UG and invest with Vivid, your activity may create a securities bookkeeping or tax filing obligation in Germany. To make this easier, Vivid integrates with two partners:

Lineo Finance GmbH — automated securities bookkeeping. Lineo reads your transaction data directly from supported brokers.
steueragenten.de Consulting StB GmbH — a licensed German tax advisor (Steuerberatungsgesellschaft) for ongoing bookkeeping, annual reports, and tax filings.

Both partners are independent third parties you contract with directly. Vivid sets up the connection but isn’t part of the tax-advisory mandate.

Who is this for?

German tax residents with a Vivid business account (GmbH, UG) who use the Business Brokerage or Model Portfolio accounts

Where to find it in the app?

Open Model Portfolios or Business Brokerage → More → Taxes.

Which option fits you?

Option A — Lineo + steueragenten.de (full package). Lineo handles securities bookkeeping; steueragenten.de takes care of bookkeeping, annual reports, and tax filings. Best if you don’t already have a tax advisor, or want everything in one place.

Option B — Lineo + your existing tax advisor. Lineo handles securities bookkeeping; your own Steuerberater handles bookkeeping, annual reports, and filings using Lineo’s output. Best if you already work with an advisor you want to keep.

You can switch between options later — just reach out to support.

What’s covered

Automated securities bookkeeping (Lineo).
Ongoing financial bookkeeping / Finanzbuchhaltung (steueragenten.de — Option A only).
Annual report / E-Bilanz / EÜR.
Corporate tax (KSt), trade tax (GewSt), and VAT filings.
Representation before tax authorities (Vollmacht).
Submission to the Bundesanzeiger / Unternehmensregister.

What’s not covered

These can be requested separately and are billed separately:

Tax audits (Betriebsprüfungen).
Legal advice, payroll, Umwandlungen.
Filings outside Germany.
Objections and appeals (Einsprüche).

How much does it cost?

All amounts are net (excl. VAT). Expenses (Auslagen) are billed in addition.

Note: if your average depot value is above EUR 5M per quarter, pricing is agreed between our partner and you individually.

Item	Fee
Initial setup (Ersteinrichtung)	EUR 500 one-off — only for newly-founded GmbHs without prior bookkeeping. Otherwise billed by time.
Basispaket for GmbHs (annual report + E-Bilanz + KSt + GewSt + Bundesanzeiger filing)	EUR 1,999 / year
Securities bookkeeping (automated, per quarter)	From EUR 125 to EUR 450, depending on your average depot value (EUR 100k to EUR 5M).
Interactive Brokers (IB) depots	Aggregated into a single fee across all your IB accounts.
Ongoing bookkeeping	EUR 3.50 per entry (1–100), EUR 2.00 (101–200), EUR 1.25 (201–1,000), EUR 0.75 above. Minimum EUR 100 per period.
Transparenzregister filing	EUR 50 per update (EUR 150 first-time).
Hourly rates	EUR 115 (Fachangestellte) / EUR 130 (Fachwirte) / EUR 210 (Steuerberater). EUR 300 for Umwandlungen.

How do I pay?

Invoicing: steueragenten.de invoices you directly — usually after a task is completed or at month-end. The Basispaket can be billed in advance at the start of the financial year.
Bank transfer: you pay manually, per invoice.
SEPA direct debit: you may be offered a SEPA direct debit mandate as a separate optional step after onboarding, so steueragenten.de can collect fees automatically. It’s not part of the initial onboarding document pack.
VAT: German VAT is added where applicable.