Export for the tax adviser

Your invoices of a month, quarter or year as files for the import into DATEV, for your tax adviser.

Set up the account mapping

Open Invoices, then Export for the tax adviser. The first time, the app asks for the Adviser number (Beraternummer) and the Client number (Mandantennummer); your tax adviser gives you both. The accounts are DATEV's standard accounts for SKR 03 or SKR 04 as a suggestion. Agree them with your tax adviser and save with Save account mapping.

Create an export

Choose the period, optionally Also export received invoices as documents, and click Create export. After a few seconds the export appears in the list with its files:

• the booking batch and the customer and supplier accounts in the DATEV format,
• the documents as a ZIP file with your archived invoices,
• the protocol: what was exported, totals per VAT rate and documents not booked, with the reason.

Pass the files on to your tax adviser. They stay available for a few days; the list shows until when. After that, simply create the export again. A new export of the same period replaces the earlier one once it is finished. When very many exports are being built, an export waits a little longer, or the app asks you to try again later. An export never changes your invoices in the archive.

Each customer gets an account number once; it stays the same in every export.

The export is not tax advice.