You can manually export a DATEV-ready XML file with a list of all your transactions and invoice and then share it with your tax advisor.

Note: Make sure to only export time periods that were not uploaded to DATEV yet, otherwise it will result in duplicates.

1. Click on Accounting via the navigation menu on the left.

2. Click on Export on the dashboard on the right.

3. Click on Download files.

4. Select your file format and determine the settings (Export period, consultant number, client number). You can choose whether you want to include the invoice files by (de)selecting the checkbox. Then click on Start download.

Note: Make sure to ask your tax consultant for the correct consultant number (Beraternummer) and client number (Mandantennummer). Having the right numbers on hand will save you time and hassle later.

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