DATEV

Overview

With the DATEV export, you send invoices from Orbance straight to your tax advisor. You download a ready-made package: postings for DATEV Kanzlei-Rechnungswesen and documents for DATEV Unternehmen Online.

This feature is in beta. Please review the export with your tax advisor before you rely on it in your regular process.

What the export does

• Booking batch in DATEV format
• Documents including invoice PDFs for DATEV Belegtransfer
• Link between posting and document
• Collective account for customers
• Accounts by VAT rate (19%, 7%, tax-free, small-business exemption)

Requirements

• An Orbance account with invoices
• Your tax advisor’s details: consultant number, client number, and accounts
• DATEV Kanzlei-Rechnungswesen or DATEV Unternehmen Online at your tax advisor

Getting started

1. In Orbance, add the numbers and accounts under Settings → Documents → DATEV for your tax advisor.
2. Open Invoices and choose Export.
3. Select For your tax advisor (DATEV) and the period.
4. Download the package and send it to your tax advisor.
5. Unzip the downloaded archive once. Do not unzip the DATEV_Rechnungsausgang.zip file inside it.

Tips

• The accounts must match what your tax advisor uses in DATEV. The chart of accounts provides suggestions you can adjust.
• Drafts are not exported.
• If anything is unclear, check with your tax advisor.