Personal online – Monatsdaten/Monthly data
As of: 01/2025
Benefits and requirements
Monatsdaten/DATEV Monthly data in DATEV Personal offers the following advantages:
- Simple payroll accounting
- Monthly transmission of all relevant personnel data directly to us – no manual effort.
- Automatic consideration of changes such as salary adjustments or bonuses.
- Transparency and better control
- Insight into the transmitted monthly data at any time – full control over personnel and payroll data.
- Uniform and up-to-date database between client and tax consultant.
- Faster feedback and fewer queries thanks to a clear data structure.
- Time savings and less administrative work
- No more manual compilation and forwarding of data – everything runs digitally and automatically.
- Faster processing of payroll accounting by the tax consultant without additional work for the client.
- Safety and legal conformity
- DSGVO-compliant processing and secure storage of sensitive personal data.
- Traceability of all transmitted data for legally compliant documentation.
A DATEV authentication medium and the right to access are required to use Personal online – Monatsdaten/Monthly data. If additional users are required, the form for requesting a DATEV access medium can be completed quickly and easily.
Notice: Unfortunately, a review of the current version of the application by our employees has shown that its use is only advisable to a limited extent and only under certain conditions in the daily practice of payroll accounting. If you still wish to use this application, please contact us to discuss how we can organise a logical and efficient payroll accounting system.
Introduction
We have put together some practical tips and tricks to help you make the most of these benefits.
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
To open the programme, first start DATEV Personal.
In the overview, please first click on the “Monatsdaten erfassen”/”Enter monthly data” button in the Monatsdaten/monthly data box.
Notice: If a new employee has been created in Personaldaten/personell data, no monthly data can be recorded until we have transferred the employee to our payroll accounting programme. For new employees, the monthly data is recorded by us in the first month. From the second month onwards, this can be done independently.
Notice: The activity data can also be recorded and saved for subsequent months. Changes are possible until the data is released. Approval of a month is only possible if the previous months have already been approved.
Enter hours
Notice: We should have already defined the wage types here. If this is not the case, please send an e-mail to: lohn@jakus.tax
Employees’ working hours can be recorded in the “Stunden”/“Hours” Wage types configured by us such as sick hours, holiday hours or hourly wages are available.
Enter amounts
Notice: We should have already defined the wage types here. If this is not the case, please send an e-mail to: lohn@jakus.tax
Fixed payments that the employee should receive, such as salaries, holiday pay, Christmas bonuses and other bonuses, can be entered in the “Beträge”/“Amounts” tab.
Important: Data from previous months is not saved, so the salary must be re-recorded for each employee each month.
Approve data
As soon as all data has been entered correctly, please switch to the “Freigabe”/“Approval” tab. There you can check all the details again and then approve them for us.
Notice: A month can currently only be approved once. If changes are required, please contact us. The recalculation function is still to be activated by DATEV – we will inform you as soon as this happens.
Important: Please check the data carefully before approval. Corrections require a great deal of effort and may lead to higher costs.