Accounting
Digital Collaboration with Your Tax Advisor: DATEV Export and More
No more binder chaos and email clutter. How to digitize collaboration with your tax advisor.
Markus Wagner
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·10 min read
Collaboration with your tax advisor can be much simpler digitally than with binders and email attachments.
DATEV Export
DATEV is the standard in German tax consulting. With a DATEV-compatible export, you transfer:
- All invoices and receipts digitally
- Correctly formatted booking data
- Automatic account assignment
Benefits of Digital Collaboration
| Aspect | Analog | Digital |
|---|---|---|
| Time spent | 3-5 hrs/month | 30 min/month |
| Receipt loss | Possible | Impossible |
| Overview | Retrospective | Real-time |
How DATEV Export Works
- Capture receipts digitally
- Categorize income and expenses
- Generate DATEV export
- Transfer via DATEV Unternehmen Online or email
Tips for Collaboration
- Agree on clear processes with your tax advisor
- Monthly handover instead of quarterly
- Deliver all receipts completely
Frequently asked questions
Does my tax advisor need DATEV?
Over 90% of German tax advisors use DATEV. But ask beforehand.
Do I need to keep paper receipts?
Not with GoBD-compliant digital archiving.