Reports HR
As of: 07/2025
Benefits and Requirements
Reports HR in DATEV Personal offers our clients the following advantages:
- Efficient Access & Flexibility
- Digital creation and provision of payroll reports.
- Payroll reports are accessible anytime and from anywhere.
- Search and filter functions.
- Extensive Reporting Options
- Provision of various reports such as gross/net statements, payroll journals, payment lists, or personnel cost overviews.
- Security and Data Protection
- Secure data exchange in the DATEV Cloud.
- Access control – manage which users can view which data.
- Optimized Collaboration
- Digital provision of reports without email dispatch.
- Central data availability.
A DATEV authentication medium and the right to access are required to use Reports HR. If additional users are required, the form to apply for a DATEV access medium can be completed quickly and easily.
If you have any questions or problems, pleas contact us by email: it@jakus.tax
Introduction
We have put together some practical tips and tricks to help you make the most of the benefits.
To open the program, first start DATEV Personal.
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
In the overview please first click on the “open” button in Reports HR.
Search and Filter
Reports can be specifically searched for or filtered using the top bar. The following options are available:
- Search: Enter a term in the search bar to directly search for a specific report
- Filter: Narrow the view, e.g., by time period, report type, or employee
Note: Using the “Favorites” button, certain reports can be saved as favorites. If favorites are saved, the view is automatically filtered accordingly upon opening. Favorites can be edited at any time.
Reports
Below are some reports that are used or requested particularly frequently.
- Fehler- und Hinweisprotokoll/Error and Notification Log:
After each payroll run, relevant errors and notifications are displayed here. Please check these regularly and provide feedback if necessary. For example, a note can be uploaded to the personnel file or – in case of errors in employee master data – a correction can be made directly via the Mitarbeiter/Employees application.
Practical tips and tricks can be found in our step-by-step guide for Personal online – Employees.
Note: Common notifications/errors include missing employee data (e.g., address, IBAN) or exceeding mini-/midijob thresholds.
- DÜ Zahlungen/Übersicht Zahlungen/DÜ Payments/Payment Overview:
In the DÜ Zahlungen/DÜ Payments report, you can view payment suggestions that have already been created and provided in DATEV Unternehmen online via the Banking online application.
If the bank is not linked with DATEV Unternehmen online, no payment suggestions will be generated. In that case, the Übersicht Zahlungen/Payment Overview report helps. It shows how much must be transferred to which recipients.
For questions about Banking online and possible linking, practical tips and tricks can be found in our step-by-step guide for Banking online.
- BEA Arbeitsbescheinigungen/Employment Certificates:
If we are commissioned to create an employment certificate or a certificate of additional income for an employee, we send it electronically to the Employment Agency.
A copy of the certificate is also provided in the reports.
Note: The request can be made by uploading the relevant letter – or, if no letter is available, a short PDF note – to the Personalakte/personnel file. Processing will occur with the next payroll run.
- Lohnsteuerbescheinigungen/Income Tax Certificate:
Income tax certificates can also be found in the HR Reports section.
They are usually created and made available in December.
If an employee leaves during the year, the income tax certificate is generated and provided in the month of departure.
Note: Payslips and income tax certificates are also available for employees in DATEV Arbeitnehmer online.
For questions, practical tips and tricks can be found in our step-by-step guide for Arbeitnehmer Online Cockpit.