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Task guides

Enter the DATEV numbers for a client

Step-by-step task guide: VAT and DATEV.

  • Open Settings, then the DATEV tab.
  • Enter the Consultant number: digits only, 1000 to 9999999, without a leading zero.
  • Enter the Client number: digits only, 1 to 99999, without a leading zero.
  • Both numbers are assigned by the firm in DATEV (the accounting software the tax advisor uses). If you do not know them, ask your tax advisor.
  • Choose Save. Saved appears. If a number is outside its range, the app tells you which one.
  • Under Account length choose how many digits the ledger account numbers have in the DATEV files, 4 to 8 (4 is the DATEV default). Personal accounts carry one digit more.
  • The length can only be changed until the first entry or export exists. After that the app says it is fixed. Only owners and admins can change it.
  • Until both numbers are saved, DATEV would reject the batch, so the export stays locked.