Forms
If you have any questions about the content of the forms, simply create a Conversation in MyDATEV Kommunikation.
If you have questions about how to use the forms, please send us an email at: it@jakus.tax
Notice about uploads:
Please upload the completed form to DATEV Unternehmen online, DATEV Personnel or DATEV Meine Steuern – depending on which portal you use.
If you’re unsure, simply Create Conversation in MyDATEV Kommunikation.
Forms for General Topics
Apply for a DATEV Access Medium
With this form, a new user for DATEV programs can be requested.
The access medium will then be ordered by us directly from DATEV. The registration data will be sent by DATEV via post to the address linked to the advisor number.
You can view and, if necessary, update this address on DATEV’s advisor number management page.
This form must be signed by the taxpayer personally, by their legal representative, or by a person authorized by them.
The tax advisor is not liable for any security measures not taken by the client.
The signer acknowledges that this authorization can be revoked at any time.
Notice: This form does not need to be uploaded to the online programs.
DocuSign automatically sends it to us directly. We will process it promptly and send the user an email once setup is complete.
Forms for Business Topics
Travel Expenses
Use this form to provide all relevant details regarding your business trips – for example, visits to clients, events, or training sessions.
This ensures that the expenses are correctly considered in your bookkeeping or tax return.
Notice: This form is not intended for employees, but for you as a business owner or self-employed person.
Home Office
Use this form to provide all relevant information about your home office.
The data helps us determine whether and to what extent the expenses can be considered for tax purposes.
Payroll Master Data
For new payroll mandates, we need some master data about your company and your employees. Please enter the details here so we can set up payroll correctly.
Employee Questionnaire
Please complete the employee questionnaire in full so we have all relevant master data for payroll and the personnel file.
Important: Please make sure to fill in all mandatory fields. These fields are marked in red in the form – without them we cannot process the questionnaire.
Termination Questionnaire
Notice: This questionnaire is currently available in German only.
Please complete the termination questionnaire in full so we can process the employee’s departure correctly in our payroll system and prepare the deregistration and final payslip.