My DATEV Portal for private clients
As of: 09/2025
With the MyDATEV Portal, collaboration between private clients and our firm becomes even easier, faster, and more secure. The platform brings together all essential functions related to your income tax return in one place: from uploading documents to communication and digital approval of your return.
Benefits and Requirements
MyDATEV Portal offers our clients the following benefits:
- Digital Processes
- Documents can be uploaded quickly and directly.
- Saves time and reduces paperwork.
- Tax returns can be digitally approved with a single click.
- Communication
- Direct communication via secure DATEV channels is possible.
- Direct exchange of provided documents via a chat function.
- Feedback
- Faster feedback on inquiries or missing documents.
- Transparency and Overview
- All documents in one place.
- Overview of pending tasks and open tax returns with deadline and reminder function.
To use MyDATEV Portal, a DATEV authentication medium is required.
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 process has proven to be the simplest way to a finalized tax return for both our clients and us, based on practical experience with many clients.
If you have questions or issues regarding the use of the program, we’re happy to help via email at: it@jakus.tax
If you have content-related questions, you can either upload a PDF with your questions in Meine Steuern/my tax or start a new conversation in MyDATEV Kommunikation/Communication.
- Upload documents, review and correct tax data if necessary. You can use the previous year and the available checklists as a guide. If you have questions, feel free to contact us and we’ll assist you.
- Notify us to begin processing your return with a click in Meine Steuern/my tax.
Follow-up questions from the JAKUS team. If questions arise during processing, we’ll start a conversation with you in MyDATEV Kommunikation/Communication. If certain documents are missing, we’ll assign you a task. - Approve the tax return. Via a specific task in MyDATEV Kommunikation/Communication, you’ll receive the final tax return for review and approval. If you have questions, you can start a conversation or schedule an online appointment with us.
MyDATEV Portal – practical tips and tricks:
Practical step-by-step guides – clearly explained and ready to use.
Meine Steuern/my tax
In Meine Steuern/my tax, documents for income tax can be uploaded – sorted and secure. Using a provided form, tax information can be added or corrected directly online. At the end, just one click is needed to notify us that everything is ready. How it works can be found in our step-by-step guide for DATEV Meine Steuern/my tax.
MyDATEV Kommunikation/Communication
MyDATEV Kommunikation/Communication is the successor to DATEV Messages. Here, questions on specific topics can now be asked or documents submitted. If we have follow-up questions about the tax return, we’ll start a conversation. If documents are missing, we’ll create a task.
Once the tax return is complete, we’ll make it available digitally via MyDATEV Kommunikation/Communication for approval.
Help with implementation can be found in our step-by-step guide for MyDATEV Kommunikation/Communication.