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Payroll preparation for tax firms

No data-entry effort in payroll.

We capture incoming payroll data and prepare it for your review. Review, approval, and client contact remain with your firm.

Your existing submission channelsReview stays with your firmPrepared for DATEV and AgendaGDPR compliant in EU data centres
Controlled preparation · Compare the original and the captured change directly

Review onboarding

Check the captured details. The original stays visible on the right at all times.

9 of 46 reviewed
TH

Thomas Hoffmann

New hire · 01/08/2026 · Fritz GmbH

AI-extracted
  • FamiliennameHoffmann
  • Geburtsname (ggf.)
  • VornameThomas
  • Geburtsdatum12.03.1990
  • Geschlechtmännlich
  • GeburtsortStuttgart
  • Familienstandledig
  • StaatsangehörigkeitDeutsch
  • Schwerbehindertnein
  • IBANDE12 3456 7890 1234 5678 90
  • Versicherungsnummer (SV-Ausweis)noch nicht bekannt

Hover over a field — the matching entry in the questionnaire is highlighted.

Personalfragebogen_Thomas_Hoffmann.pdf1/ 1100%
Employee questionnaireName: Hoffmann, ThomasPers.-Nr.: MA-2051
Persönliche Angaben
Familienname / ggf. Geburtsname:Hoffmann / –
Vorname:Thomas
Straße und Hausnummer:Hauptstraße 47
PLZ, Ort:70174 Stuttgart
Geburtsdatum:12.03.1990
Geschlecht:männlich ☑
Versicherungsnummer:noch nicht bekannt
Familienstand:ledig
Geburtsort, -land:Stuttgart
Schwerbehindert:nein ☑
Staatsangehörigkeit:Deutsch
Arbeitnehmernr. Sozialkasse Bau:
IBAN:DE12 3456 7890 1234 5678 90
BIC / Bank:MUSTERBANK · Musterstadt
Employment
Eintrittsdatum:01.08.2026
Ersteintrittsdatum:01.08.2026
Betriebsstätte:Stuttgart – Hauptlager
Berufsbezeichnung:Lagerist
Ausgeübte Tätigkeit:Lagerlogistik
Hauptbeschäftigung:☑ ja
Weitere Beschäftigungen:nein ☑
Wöchentliche Arbeitszeit:40,0 Std. · Vollzeit
Schulabschluss:Hauptschulabschluss
Berufsausbildung:Anerkannte Berufsausbildung
Urlaubsanspruch:24 Tage
Kostenstelle:LAGER-01
Abt.-Nummer:05
Personengruppe:101
Befristung:unbefristet ☑

Compare the original and the captured change directly

Questionnaires, changes, and supporting documents are captured and assigned. Originals, details, and open items remain traceable.

Document assignedReady for review

Original + change

Captured information remains linked to the original document.

Standard case or review case

Standard and review cases remain clearly separated.

DATEV & Agenda

Approved data is prepared for DATEV or Agenda.

Before payroll

A lot of time is lost to preparation.

Before payroll starts, your team collects, checks, and captures details from various documents.

01

Documents from various sources

Emails, PDFs, spreadsheets, and photos must be brought together each month.

02

Recurring follow-ups

Missing information leads to questions and reminders.

03

Time spent on data capture

Data capture takes time away from review and advisory work.

Your operational support

We prepare. You review and approve.

CELDON LOHN takes on the preparatory work and keeps every step traceable.

No change for your clients: Documents continue to be submitted through the existing channels.
  1. 01

    Assign incoming documents

    Documents are assigned to the client, employee, and month.

  2. 02

    Capture the information

    Master data, changes, hours, and one-off payments are captured.

  3. 03

    Reconcile the information

    Information is reconciled and discrepancies flagged.

  4. 04

    Compile open items

    Missing details are compiled and prepared for follow-up.

  5. 05

    Submit for review

    Your team reviews changes and open items before approval.

Product demo

See the payroll service in action.

See how documents are structured and cases prepared for review.

Process

Familiar workflows. Clear preparation. Clear approval.

CELDON LOHN reduces preparation work. Responsibility and client contact remain with your firm.

  1. 01

    Client submits

    Documents arrive through the familiar channels and formats.

  2. 02

    We prepare

    Data is captured and open or review-relevant details are flagged.

  3. 03

    Your team reviews

    Documents, changes, and open items are reviewed together.

  4. 04

    Your firm approves

    Approved data is ready for further processing.

Scope

What we prepare — and what stays with your firm.

We prepare standard cases. Professional review and complex matters remain with your payroll team.

We prepare

Preparatory capture

  • Questionnaires and employee setup
  • Addresses, bank details, cost centres
  • Working time, hours, and pay types
  • One-off payments and premiums
  • Questions about missing information
You review

Professional review

  • Insurance status, multiple employment
  • Mini-jobs, students, and pensioners
  • Maternity, parental leave, absences
  • Occupational pensions, company cars, garnishments
  • Retroactive or conflicting changes
Individual review

Special cases

  • Construction payroll and levies
  • International work, assignments, shadow payroll
  • Short-time work and insolvency payments
  • Tariff and net-pay models
  • Partial retirement and value accounts

Data protection & security

Clear data protection and confidentiality.

Payroll data is processed in line with GDPR and in EU data centres.

GDPR compliant

Processing under a data processing agreement pursuant to Article 28 GDPR.

EU data centres

Processing and storage exclusively within the EU.

Access control

Access limited to authorised staff and fully logged.

Confidentiality

Everyone involved is contractually bound to confidentiality.

Relief for your payroll team

More time for review and payroll.

We handle recurring preparatory work so your payroll team gains time for review and payroll.

Employee onboarding
Review instead of capturing yourself
Monthly changes
Changes captured in one batch
Open information
Open items at a glance
Working with clients
Existing channels remain in place
Price
from approx. €5 per payroll

Use professional time effectively.

We handle preparation. Review, control, and approval remain with your payroll team.

FAQ

The key questions before a pilot.

Do we have to introduce new software?

No. CELDON LOHN is an operational service. We adapt the technical connection to your workflows.

Do clients need new forms or a portal?

No. Your clients can continue using their familiar channels and formats.

Who communicates with clients?

Your firm remains the point of contact. Questions are prepared and used only after your review.

Which data can be prepared?

Primarily standardised master and transaction data. We agree the scope based on your system, interfaces, and case mix.

Does the service replace professional payroll review?

No. Assessment, approval, and responsibility remain with your firm.

What can a pilot look like?

We start with a typical client and payroll month. This makes the right service scope clear.

What does the service cost?

Billing is per prepared payroll, typically around 5 to 8 euros per payroll. We agree the exact price based on your case mix and scope.

Pilot with one client

Start with a typical payroll month.

See exactly which preparation we handle and how the process fits your firm.