In the test phase
Interface to your tax adviser: data your tax firm can work with better.
WorkOrderAgent is not tax firm software and does not try to be. It makes sure your tax adviser receives complete, pre-assigned entries with the matching receipts in their usual software, and it takes their entries back in. Your tax firm reviews, posts and advises, with less retyping and fewer queries.
Back and forth between business and tax firm
Each side does what it does best. In between, the data travels back and forth without media breaks.
- Capture in the businessQuotes, orders and invoices are created in WorkOrderAgent. Incoming receipts are added by photo, scan or email, and the document management system archives them in line with GoBD (German rules for digital bookkeeping).
- Hand over to the firmAt month end a pre-assigned batch of entries goes to the firm as DATEV CSV (DATEV is the accounting software most German tax advisers use), with the receipts included as Factur-X.
- The firm books and advisesYour tax adviser reviews, posts the closing entries and prepares annual accounts and tax returns in their usual software.
- Back into the businessYou re-import the firm’s batch. Differences are rebooked to the firm’s accounts after you confirm, and a learning report shows which accounts fit in future.
What your tax firm gains
A tax adviser can only work as well as the data they receive.
- Complete receipts
- Every entry comes with its receipt. The firm does not have to chase missing documents.
- Pre-assigned instead of retyped
- Outgoing invoices and bank transactions are already booked, and for incoming invoices the system suggests the account. The firm reviews instead of entering data.
- Their software stays
- The data arrives in DATEV format. The firm keeps working in its usual software and does not have to change anything.
- Their account assignment wins
- What the firm books differently comes back to the business by re-import. Both sides work with the same figures, and the pre-assignment fits better next time.
- Questions cleared up quickly
- Receipts go to the firm by email straight from the document management system. For a short talk there is the video conference, no account or app needed.
- The firm’s own receipt portal
- If your tax firm uses its own portal or software for receipts, that stays. An interface to Simba is planned.
Who does what
A typical split. Exactly what your tax firm takes on is something you agree with them.
| Task | In the business with WorkOrderAgent | At the tax firm |
|---|---|---|
| Quotes, orders, invoices | create and manage | receives the entries |
| Incoming receipts | capture, archive, pre-assign | reviews and posts |
| Bank transactions | reconcile with open items | reviews |
| Advance VAT return | calculate as a proposal | reviews and submits, if agreed |
| Payroll | keep timesheets | runs payroll, if agreed |
| Annual accounts, tax returns | provide the data | prepares |
| Tax advice | – | advises |
Are you a tax adviser?
If you look after clients from the trades and small and medium-sized businesses, we are happy to agree the export and the process with you directly, so the data reaches you without rework. Tell us what you are missing in client data today. We can also show you WorkOrderAgent in a video conference.
Frequently asked questions
Does WorkOrderAgent replace my tax adviser or their software?
No. WorkOrderAgent prepares the bookkeeping in your business and supplies it to the firm. Annual accounts, tax returns and advice stay with your tax adviser, in their own software.
Does my tax firm have to change anything?
No. The firm receives the entries as DATEV CSV with the receipts and keeps working in its usual software.
Which tax firm programs are supported?
Today the export as DATEV CSV, the format widely used by German tax firms. An interface to Simba is planned.
My tax adviser books some things differently. What then?
Upload the firm’s batch via DATEV import. Differences are rebooked to the firm’s accounts after you confirm. A learning report shows which accounts fit in future.
Is the interface ready yet?
The ERP module with the DATEV export is in its testing phase. In a demo you see the current state with a sample company set up.
Related
Show the process to your tax firm.
Request a free demo and check the DATEV export together with your tax adviser.
0173 644 22 17