Hand your bookings to the tax advisor with a DATEV export

DATEV is the software most German tax advisors work in. The export is a file with your bookings that they can load into it.
The first time, open Settings, then DATEV. Enter the Consultant number and the Client number (your tax advisor's firm assigns both in DATEV) and choose Save. Until then the export stays locked.
Open Bookings and choose DATEV. A dialog opens.
Choose the Year, the From month and the To month. One batch covers exactly one year.
The dialog shows how many bookings will be marked exported and which months will be locked. If it lists problems, such as a missing document date or open check findings, fix them first.
Choose Export and lock (or Export when no month will be locked). The file is downloaded to your computer.
Only roles allowed to lock months can lock them. If the dialog says your role cannot, pick months that are already closed or ask an owner, admin, accountant or the tax advisor.
If the export is refused because a tax key does not fit an account's DATEV function (output VAT only, input VAT only), open the listed bookings and correct the account or the VAT rate. On an account with automatic tax (Automatikkonto) the export leaves the tax key empty, because DATEV computes the VAT from the account.