Die bookkeeping Is today usually used in companies with accounting software performed or with ERP software with a function to manage invoices and payments. For data processing in accounting, DATEV as standard enforced. Auch Freight pilot Allows you to DATEV export. You can read exactly what DATEV is and how exports work with FrachtPilot in this article.
DATEV Is a short word for data processing organization. The company is a cooperative, which is 1966 founded from 65 tax advisors. Back then, the company was still called Data processing organization of tax agents for relatives of tax consulting profession Limited liability cooperative registered in the Federal Republic of Germanyg.
The foundation was necessary because of the booming economy in Germany, which required more tax specialists than there were. The additional expenditure in bookkeeping did tax agents have to outsource or automate, which initially worked with punch cards. Since its founding, DATEV has developed more and more solutions for various sub-areas of accounting brought to market.
Members can include lawyers, tax advisors, tax agents, auditors and tax consulting firms. You become a member of the cooperative by completing the Accession of 765 euros Pay — of course, you also have to do a corresponding job. Today, the company has more than 40,000 members. Since most companies do their bookkeeping with DATEV solutions, it is considered in Germany as standard software.
Primarily use Tax advisors or lawyers DATEV solutions. As DATEV members, they are both Service users as well as owners. They use different solutions than their clients. For example, you can use the DATEV cloud use and also make them available to their clients. As a customer, you invite everyone Accounting documents up your own customers to get them in real time toward process.
To the interexchange between companies and tax office to enable, cloud software manufacturers offer APIs — application programming interfaces, or interfaces — for DATEV solutions. Auch Freight pilot than ERP software has such an interface so that you can work for your tax advisor Exporting booking files in DATEV format or you can import. The tax office therefore receives bookings, invoices and payments from your customers in order to securely archive them. These are in fact relevant to the annual financial statements.
If you want to do your bookkeeping for your company yourself, you can become a customer at the data processing organization and obtain their solutions. This is more suitable for smaller companies. As an entrepreneur, you are not required to hire a tax advisor if you can do the bookkeeping yourself. However, your tax obligations include, for example, the annual financial statements, which consist at least of the profit and loss statement. You can fulfill this obligation with or without a tax advisor.
Since most tax consulting professions use DATEV solutions, the solutions have become the German standard. Another advantage of DATEV is, for example, that it has data GoBD-compliant archiving. GoBD stands for the principle of proper management and storage of books, records and documents in electronic form as well as for data access. This means that the requirements for Data protection With DATEV, this is not an issue in accounting.
We use as a standardized file format for exchanging bookings with your tax office DATEV even with Freight pilot. We provide you 6 special features before.
You must first use it in your customer portal unlock. You do this under the Tax setting by entering the consultant number and client number there.
Under Settings > Taxes Can you also set at which level Invoices grouped should be. For example, by service date, product name, or position type. You can also adjust invoice entries to the total gross if rounding inaccuracies occur. Or use the tax code if the income account does not have a posting code.
Den DATEV export To export bookings to your tax advisor, you can find in the Invoice overview under actions. If you can't click on it, it means you haven't activated it yet. You then select the period for which you want to export bookings. The period may vary from one month to one year. To export the files, the Payment date used.
Die zip file, which you then download, contains customer master data, invoices and payments. You can also forward the zip file. This means that the tax office receives the bookings with the corresponding invoices directly.
The program remembers the exports so that it only automatically exports files that you haven't exported yet. You can change this setting manually. Do you want export all invoices, click on Include already exported ones.
You can also make payment transactions export one by one and submit as an XSLX file that you can open with Excel. You do this in your accounting department under Book payments. There you dial Exporting payment transactions off. Four fields appear where you enter the payment period, as well as the associated account and payment method. You then download the XSLX file.
DATEV stands for data processing organization and is the company for solutions in the bookkeeping. It has become a cooperative of many tax consulting professions than standard trained. That is why your Freight pilot A corresponding interface to make bookkeeping easier for you. In our help You can find all the information about it.
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