Meine Steuern/my tax
As of: 04/2025
Benefits and requirements
Meine Steuern/my tax offers our clients the following advantages:
- Time savings
- Documents can be uploaded at any time and from anywhere.
- No need to physically submit documents to the tax consultant.
- Efficiency
- Faster and more precise processing thanks to digital transmission.
- Transparency
- Access to uploaded documents at any time.
- Security
- High data protection and security standards with DATEV Meine Steuern/my tax
- Encrypted transmission of sensitive tax data.
- Comfort
- Documents can be uploaded via smartphone, tablet or PC.
- No paperwork – everything stored digitally in one place.
To use Meine Steuern/my tax, you need a DATEV authentication medium and the right to access Meine Steuern/my tax. If you have any questions or problems, please contact us by e-mail: it@jakus.tax
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
Introduction
We have put together some practical tips and tricks to help you make the most of the benefits.
To access Meine Steuern/my tax, please click on “Meine Steuern”/”my tax” in the MyDATEV Portal applications.
Upload documents
- The first step is to select the tax year for which documents are to be uploaded.
There are two options available here:
- Opening an existing tax year
- Creating a new tax year
- Opening an existing tax year
- The next step is to click on “Upload document” to upload the desired documents.
- We recommend assigning the documents directly to the appropriate folders. This can be done in two ways: Either switch to the appropriate folder before uploading and upload the files there, or move the document to the correct folder after uploading.
It is also possible to use a phone or tablet to scan and upload documents. With the DATEV Upload Mobile app, the scans can be sent directly to My Taxes. Notes can also be added to help put the document in the right context.
The app can be downloaded here:
If you are unsure which documents need to be uploaded, you can use the checklist provided by DATEV. Simply click on the hint box.
Check your tax data
Have there been any changes since last year – for example, your address, bank details, or home office days?
The following guide or this video shows how to check and update them.
- In the overview, click on “Check tax data”.
- Then check the tax data and add or update it if necessary.
Note: On the right-hand side under Notes, you can see the status of the entered values.
- Please don’t forget to click “Confirm” and “Next”
Notice: If you have any questions about the data, we’re happy to help via email at: info@jakus.tax
Give the starting signal
Notice: For timely processing, the complete documents must be made available to us at least 8 weeks before the deadline. If accounting and/or an income statement still needs to be prepared, the documents should be submitted at least 12 weeks before the deadline. As there may be an accumulation of incoming enquiries and therefore longer processing times, particularly shortly before the deadline, we recommend that you provide the documents as early as possible.
As soon as all documents have been uploaded, a start signal can be given in the overview of the corresponding tax year by clicking on the “Notify tax consultant” button. The completed tax return and the tax assessment notice are also displayed in the overview.
Important: The tax assessment will only be uploaded there by us if we are authorised to receive it from the tax office.
In addition, all documents provided by us can be viewed in the inbox.
Notice: Sole proprietors should only use My Taxes for their private tax return, unless otherwise agreed with us.