A well-organized accounting process is the foundation for transparency and reliable business management. With the right modules, you can streamline your workflows and ensure that all data is accessible at any time.
You can export all your invoices and credit notes directly from the system and save them in their original format. Incoming invoices and liabilities can also be centrally archived as PDFs. This ensures that your documents are archived in an unchanged and traceable manner.
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Outgoing invoices and credit notes: Export of all documents per fiscal year
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Incoming invoices and liabilities: Export of all PDF files
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Further reading: Article PDF archiving
Your accounting data can be made available at any time as structured exports. This includes receivables with all invoices and bookings, liabilities with incoming invoices, and — if you use the bank integration — your bank transactions. These exports are the basis for exchanging data with your tax office and for audit-proof documentation.
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Further reading: Article DATEV Rechnungswesen Einzelplatz - DATEV Format, Article Overview of DATEV Integration, Live Banking Connection (finAPI) (Business account)
Using the reporting module, you can display your data in clear evaluations. Revenue overviews by customer or product are particularly helpful, as they provide quick answers to common queries. Even though these reports are not a legal requirement, they support you in daily practice and ensure transparency.
Recommended for quick answers:
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Annual revenue by customer
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Annual revenue by product
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Further reading: Article Reports (new) - Analyze Your Data
When a tax audit occurs, the same points are usually requested: original documents, machine-readable transaction data (via the financial accounting export), open-item lists from DATEV, revenue records from reporting, and bank transactions.
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Further reading: Article Overview of DATEV Integration, Article Reports (new) - Analyze Your Data
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Tax law and accounting obligations are subject to change.
Please note: This information is of a general nature and does not replace individual tax advice. For official questions about tax, accounting, or legal matters, always consult your tax office or a certified public accountant.