Sectors

Occupational safety for tax and audit practices

The duties are the same for every office and administrative business. What differs for tax and audit practices is where the risk assessment puts its focus.

  • Tax & audit firms

What is different here

The workload is seasonal, not steady. Year-end accounts and filing deadlines produce the same predictable peaks every year. Predictable means manageable, so they belong in the assessment.

The four points that matter

  • Seasonal peaks as a permanent topic. Recurring busy phases with overtime and postponed breaks are the central point of the assessment of mental stress under section 5 paragraph 3 ArbSchG. Because they are in the calendar, they can be planned for in advance.
  • Audits at the client. Audit work takes place over weeks in someone else's premises, often at improvised workstations. What you cannot shape yourself must be assessed and agreed with the client.
  • Document archives and transport. Folders, boxes of receipts and data media get moved, often between practice and client. Manual handling and transport in your own vehicle belong in the assessment.
  • Long screen time with figures. Hours of spreadsheet work at high visual detail. The focus is monitor size, viewing distance, lighting and the offered eyesight screening.

What a walkthrough typically turns up

In the practice the findings are boxes of documents on traffic routes, folders above head height and overloaded power strips. What is regularly missing from the walkthrough is the on-site audit: there is no assessment for the workstations at the client, even though teams sit there for weeks, and no agreement on how an accident there is reported.

What that means for safety training

Training needs a section on working at the client: signing in, their house rules, setting up the improvised workstation, the reporting route after an accident. Add the rules for the busy phases, meaning breaks, availability and cover, and how to lift and transport boxes of documents.

Related

Frequently asked questions

Do different rules apply to tax and audit practices?
No. The Occupational Health and Safety Act, the Occupational Safety Act and DGUV Regulation 2 apply equally to all office and administrative businesses. What differs is where the risk assessment puts its focus.
Do we need a separate risk assessment per location?
What is assessed are workstation types, not addresses. Where locations differ in premises, activities or public access, they must be considered separately. Where they are identical, one assessment with a note on the differences is enough.
From when do we need an occupational safety specialist?
From the first employee. The Occupational Safety Act has no lower threshold. Up to 50 employees the Unternehmermodell is permitted, from 51 standard support with a formally appointed specialist.
What does support cost for a business our size?
Basic support in support group III is 0.5 hours per employee and year, shared between the specialist and the physician. Your figure comes from the support-hours calculator.
Process

Worry-free occupational safety in 4 steps

A simple path from the first conversation to audit-proof documentation.

Get a consultation
1
Week 0

Free initial consultation

We set out what the law requires, what you don't need and what we deliver. Clarity from day one.

2
Within 5 working days

Contract signed

One contract, predictable annual costs, booked directly with us. First contact to signature: five working days at most.

3
Within 10 working days

Occupational safety specialist on site

Your specialist visits for the walkthrough, produces the risk assessment and checks: what is there, what is missing?

4
Ongoing

Audit-proof documentation in the portal

Every record sits in the client portal: digital, complete, current, easy to share.

Contact

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