DATEV

As part of our commitment to providing you with the best possible support, we are pleased to give you access to DATEV’s high-quality services. DATEV is a renowned platform for tax consulting, accounting and auditing, providing innovative solutions for businesses and tax professionals. Use the following links to access DATEV’s external services:

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All of the following programs can be accessed via the MyDATEV Portal:

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Area	Program	Usage
	MyDATEV Communication	General communication Upload letters from the tax office Approve tax returns and financial statements
	MyDATEV MyTaxes	Create assessment years Upload income tax-related documents Review and update private tax data
	DATEV Business Online	Upload relevant accounting data Provide bank and cash data Retrieve evaluations digitally
	DATEV Personnel	Manage personnel files Create employee profiles Record and update master data
	Client Dialogue JA	Coming Soon

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Overview of the DATEV apps:

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DATEV made easy – practical tips and tricks:

With our tips and tricks, you’ll find your way around the MyDATEV Portal even more easily. Here we show you step by step how to make the most of the key applications – from uploading documents to writing messages. This way, you stay in control and can handle your tax documents conveniently and securely in digital form.

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Communication and Approvals

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With MyDATEV Communication, secure and direct contact with us is possible. Messages, questions, or notes on tax-related topics can be transmitted via the portal in an encrypted and data protection-compliant manner. Follow-up questions regarding uploaded documents or missing information can also be clarified quickly and easily through this channel.

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Here is a step-by-step guide for using DATEV Communication:

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Income Tax and Other Personal Tax Returns

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In Meine Steuern/My Tax, you can create individual tax years and upload the relevant documents. Tax-related data, such as your address or bank account, can also be reviewed and updated here.

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Step-by-step guide for preparing your income tax return:

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Financial Accounting

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DATEV Unternehmen online is the central platform for optimal preparation of digital bookkeeping. Here, documents, invoices, and contracts can be uploaded, and banking or cash data can be made available. We also provide reports to our clients here.

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Step-by-step guide for preparing your financial accounting:

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Payroll Accounting

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With DATEV Personal, you can manage personnel files, add new employees, and enter their data. It is also used to edit existing employee data and to enter wages and hours.

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Step-by-step guide for preparing your payroll accounting:

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Annual Financial Statements

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Through the DATEV Mandantendialog Jahresabschluss/Client dialogue annual accounts, we can quickly and easily ask questions about individual balance sheet items and request missing documents, especially for larger companies.

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Step-by-step guide for preparing annual financial statements:

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Good things take time – the guide will be available soon.

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