My DATEV Portal
As of: 04/2025
The MyDATEV Portal makes collaboration between clients and our tax firm even easier, faster and more secure. The platform bundles all the important functions relating to your income tax return in one place: from uploading documents to communication and digital approval of your tax return.
Benefits and requirements
MyDATEV Portal offers the following advantages:
- Digital processes
- Documents can be uploaded quickly and directly.
- Saves time and reduces paperwork.
- Tax returns can be approved digitally with a simple click.
- Communication
- Direct communication via secure DATEV channels possible
- Feedback
- Faster feedback in the event of queries or missing documents
- Transparency and overview
- All documents in one place
A DATEV authentication medium is required to use MyDATEV Portal.
Process
Notice: Unfortunately, DATEV has not yet fully translated the programme. To make it easier to use, we write all untranslated words in the following form: German/English
The following is our intended procedure, which is the easiest for us and our clients. If you have any questions or problems regarding the use of the programme, we will be happy to help you by e-mail to: it@jakus.tax
If there are any questions regarding the content, you can either upload a PDF with the questions in Meine Steuern/My taxes or open a new conversation in MyDATEV Kommunikation.
- Upload documents, check, correct and supplement tax data and then notify the law firm with one click in Meine Steuern/My taxes.
- Clarify questions & complete tasks in MyDATEV Kommunikation/Communication.
- Check and sign declaration in Freizeichnung Online/signing online.
MyDATEV Portal – practical tips and tricks:
Practical step-by-step instructions – clearly explained and ready to use.
Meine Steuern/My taxes
Documents for income tax can be uploaded to Meine Steuern/My taxes – sorted and secure. ax information can be added or corrected directly online using a form provided. At the end, just one click is needed to notify us that everything is ready. You can find out how to do this in our step-by-step guide to DATEV Meine Steuern/My taxes.
MyDATEV Kommunikation/Communication
MyDATEV Kommunikation/Communication is the new communication tool that replaces DATEV Nachrichten/DATEV Messages. Among other things, questions on individual topics can now be asked here or documents can be submitted later. If we have questions about the tax return, we start a conversation. If, for example, documents are missing, we create a task. You can find help with using the programme in our step-by-step guide to MyDATEV Kommunikation/Communication.
Freizeichnung Online/Release online
As soon as the tax return is ready, we make it available digitally for electronic approval via Freizeichnung Online/Release Online. This step will soon be integrated directly into MyDATEV Kommunikation/Communication. Until then, here is a brief guide to using the programme in the form of a step-by-step guide to Freizeichnung Online/Release Online.