DATEV export: your tax adviser gets clean data instead of folders going back and forth.
You run your business in WorkOrderAgent. Your tax adviser receives the booking records as DATEV CSV, correctly coded and with no rework. DATEV is the accounting software most German tax advisers use. No third party sees your data.
There and back between your business and your tax adviser
No more shoebox and folders going back and forth. Receipts and bookings are already in the system.
- Upload receiptsBy photo, scan or email. Document management archives them in line with GoBD (German rules for digital bookkeeping) and sorts them by date and supplier.
- Book with account codesFor incoming invoices, the system suggests the right supplier account. Outgoing invoices and bank transactions are already booked.
- Export the batchAt the end of the month, a booking batch goes to your tax adviser as DATEV CSV, including the receipts as Factur-X.
- Re-importBatches from your tax adviser can be re-imported and automatically matched with your bookings.
Your tax adviser remains important.
- Better data, better advice
- A tax adviser can only work as well as the information they receive. WorkOrderAgent gives them a clean, complete overview of your figures, straight from your system.
- Preparatory bookkeeping
- If you want your tax adviser to keep handling the annual accounts, you give them a clean package at the end of each month.
- When the tax adviser prescribes a tool
- Some tax advisers only work with one specific platform. We provide DATEV export. If your tax adviser only accepts its own tool, that is the pragmatic choice.
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Month end without folders going back and forth?
Try WorkOrderAgent free for 20 days or let us show you the DATEV export.
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