DATEV, data export and tax advice
DATEV export and structured data for your tax adviser
Prepare invoices, receipts, payments and export files so your tax adviser can trace the underlying transactions.
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A good handover to your tax adviser starts not with the export, but with complete business data. Invoices, cancellations, documents, payments and open questions must fit together traceably. Motorica supports this preparation and provides DATEV CSV and LODAS files for further processing.
What Motorica currently provides for DATEV
Motorica structures ongoing business data and provides export files for further processing by your tax adviser. The specific processing steps and required scope are agreed with the firm.
- Export DATEV CSV data
- Provide LODAS or payroll CSV files
- Prepare invoices, cancellations and payment statuses traceably
- Assign receipts and documents systematically
- Check the period and data scope before handover
Direct DATEV document transfer is in beta
Direct document transfer to DATEV is in beta and is not generally available. You can still agree with your tax adviser on how to use the available export files.
- DATEV CSV and LODAS export are available
- Direct DATEV document transfer is in beta
- A user must deliberately initiate the transfer.
- Motorica does not replace complete DATEV accounting.
A clean month-end close reduces follow-up questions
Before exporting, check every business transaction in the period. Missing documents, unexplained payments or incorrect tax details create extra work regardless of the file format.
- Check outgoing invoices and cancellations
- File incoming documents completely and legibly
- Match payments to the correct transactions
- Mark partial payments and open items
- Check tax rates and amounts
- Document open technical questions for the firm
Agree the export format with your tax adviser
Not every firm uses the same handover process. Before the first export, clarify which data, periods and file formats are required and how documents should be provided.
- Clarify the required DATEV or CSV structure
- Define the period and posting scope
- Agree the document handover separately
- Review a test export with the firm
- Secure legacy data and archive access when changing software
FAQ
Frequently asked questions about DATEV and tax advisers
Does Motorica offer a DATEV export?
Yes. Motorica provides DATEV CSV data for further processing.
Can Motorica provide LODAS files?
Yes. Motorica supports LODAS or payroll CSV exports for the agreed further processing.
Does Motorica transfer documents directly to DATEV?
Direct document transfer to DATEV is in beta and is not generally available. You can still agree with your tax adviser on how to use the available export files.
Does the export replace review by a tax adviser?
No. The export transfers structured data, but it replaces neither the review of the source data nor the tax assessment.
Which data should I check before exporting?
Check invoices, cancellations, documents, payments, open items, tax rates and unresolved business transactions.
Do I need my own DATEV account?
That depends on the process agreed with your tax adviser. Clarify with the firm which access and handover channels are required for your case.
Do not wait until month-end to gather data for your tax adviser
Keep invoices, documents, payments and export data together in an ongoing, traceable office process.
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