DATEV on behalf of our partner tax firm TABAK Steuerberatung · Self-bookkeeping setup & ongoing support

Use DATEV.
Without your own licence.

You want to do your own bookkeeping — but DATEV licences are reserved for licensed professionals. TABAK Consulting sets up your DATEV access on behalf of the tax firm, trains your team and supports your ongoing use. Discreet. Professional. With a clear separation between the tax engagement and tool provision.

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DATEV-Certified Partner
Digital document processing
GoBD-compliant
Real-Time BWA
ERP integration
Year-end compliant
— DATEV partnership

Bookkeeping
that works.

DATEV is the standard in German tax advisory — and TABAK Consulting has worked with it for decades. Fully digital document processing through DATEV Unternehmen online gives clients access to current figures at any time — no waiting for the next monthly close.

As a certified partner, we know the systems in depth: DATEV Kanzlei-Rechnungswesen, Lohn und Gehalt, EO comfort, DMS and the entire interface landscape. For clients, that means no media breaks, no double entry, no reconciliation losses — and monthly management reports (BWA) that actually enable decisions.

Seamless integration with TABAK Steuerberatung ensures your bookkeeping data flows directly — without any transfer losses — into tax planning, annual financial statements and holding-level reporting.

Two brands, clear responsibilities: DATEV provisioning, setup and training are the responsibility of TABAK Consulting GmbH. Reserved tax services under § 33 StBerG (German Tax Advisory Act) are provided by our partner tax firm TABAK Steuerberatung — Fatma Tabak, tax advisor (Nordbaden Chamber of Tax Advisors), Mannheim.
DATEV services at a glance
01
Financial accounting via DATEV Ongoing bookkeeping with monthly management reports (BWA), VAT advance returns and a complete DATEV workflow. From €299/month.
02
Payroll & Salary Administration Accurate, on-time payroll including wage tax filings and social security notifications. From €39/employee/month.
03
Digital document processing DATEV Unternehmen online — upload, approve and review documents. A paperless office without switching systems. GoBD-compliant.
04
Annual financial statements under HGB Balance sheet, P&L, notes and management report — audit-proof, DATEV-compliant, filed on time with the tax office and the commercial register.
05
ERP interfaces Connections to SAGE, Lexware, SAP, Shopify and WooCommerce via the DATEV interface — no manual transfers.
06
Digital document management Audit-proof archiving of all documents in DATEV DMS — accessible at any time, 10-year retention, no paper archive.
— DATEV products

The DATEV ecosystem.
Fully mastered.

DATEV isn't one system — it's a world of modules. TABAK knows every relevant component, selects the right ones for your situation and integrates them seamlessly into your workflow.

UO

DATEV Unternehmen online

Client portal for digital document submission, commissioned data processing and real-time communication with the firm.

KR

Kanzlei-Rechnungswesen

Core module for financial accounting, fixed-asset accounting and cost accounting — the basis for BWA, P&L and balance sheet.

LG

Lohn und Gehalt

Complete payroll with social security notifications, DEÜV, wage tax filings and certificates.

EO

DATEV EO comfort

Electronic filing of all tax returns via ELSTER — corporation tax, trade tax, VAT, income tax and all notifications.

DMS

DATEV DMS

Audit-proof document management — GoBD-compliant archiving with 10-year retention and instant access.

BI

DATEV Controlling & Analytics

Reports, cost-centre analyses and business intelligence evaluations for data-driven decisions.

— DATEV in action

Reports
that show where you stand.

This is what comes out of DATEV in our hands — not generic standard reports, but analyses tailored to each client's needs. Key figures, trends, asset positions as a basis for decisions, not as compliance paperwork.

  • Liquidity planning with an 8-week forecast
  • Budget vs. actual comparisons by cost centre
  • Industry benchmarks and trend analyses
  • Bank reporting at the push of a button
— Financial accounting

Monthly management reports —
not next April.

If you only see your numbers once a year, you're flying blind. TABAK delivers monthly management reports (BWA) — by the middle of the following month at the latest.

What the digital bookkeeping workflow means

With DATEV Unternehmen online, document submission is fully digital: your bookkeeping assistant scans or photographs documents — or invoices arrive in the system directly by email. We post, review and produce a complete monthly BWA with liquidity statement.

For you, that means: you can see how your business is doing at any time. No surprises at year-end. No retroactive back payments. No panic in tax season.

For holding structures with multiple companies in particular, the DATEV workflow enables consolidated reporting across all entities — so shareholders see overall performance without any manual consolidation effort.

1
Document capture (ongoing)

You upload documents to DATEV Unternehmen online — or we set up automatic email import for digital incoming invoices.

2
Posting & account coding

Our bookkeepers code every document correctly — with cost centres, projects and tax classification.

3
BWA by mid-following month

Monthly management report, liquidity status and variance analysis against the prior year.

4
Annual accounts & taxes

A seamless transition from the ongoing workflow to the annual financial statements — no data loss, no re-entry.

— Payroll & salary administration

Payroll
that misses nothing.

Payroll errors cost more than time — they create back-payment risks, employee conflicts and tax arrears. DATEV Lohn und Gehalt eliminates these risks.

Monthly payroll

Complete payroll for all employees (full-time, part-time, mini-job, midi-job) — on time for every pay date.

Wage tax filing

Electronic submission of wage tax filings to the tax office via ELSTER — on time, error-free.

Social security notifications & DEÜV

Complete notifications to health insurers, accident insurance (BG) and pension insurance — registrations, deregistrations, annual notifications.

Certificates

Employment certificates, social security certificates, parental benefit certificates — available immediately on request.

Digital payroll file

Audit-proof archiving of all payslips in DATEV DMS — for employees, tax auditors and internal audits.

Short-time work allowance

Accurate settlement and application support for short-time work — including Kug settlement with the Federal Employment Agency.

— Annual accounts

Your annual accounts:
the foundation for everything.

Clean DATEV annual financial statements aren't just an obligation — they're the foundation for bank meetings, investor enquiries and tax optimisation decisions.

Run your annual accounts on our DATEV system and you benefit from a fully seamless workflow: the annual financial statements flow directly from the ongoing bookkeeping — no data migrations, no re-entry, no reconciliation effort between different systems.

For holding structures, we prepare consolidated financial statements across all entities — with full group simulation for banks and investors.

  • Balance sheet and P&L under HGB
  • Notes and management report
  • Corporation and trade tax returns
  • Filing with the commercial register (XBRL)
  • Consolidation for holdings
  • Bank-ready documentation for financing discussions

Year-end filing deadlines 2026

VAT advance return (monthly) 10th of the following month
Wage tax filing 10th of the following month
GmbH annual accounts 2025 31.12.2026
Corporation & trade tax returns 2025 With a tax advisor: extended

With TABAK, you benefit from automatic deadline extensions — as the client of a licensed tax advisor.

— Interfaces & integration

Your ERP.
Seamlessly connected to DATEV.

Manual data transfers between ERP and bookkeeping are error-prone and time-consuming. TABAK sets up the DATEV interface — once, cleanly, permanently stable.

SAGE & Lexware

Direct DATEV interface for accounting exports — no CSV files, no manual transfers.

SAP Business One

DATEV export from SAP B1 for SMEs — full account mapping and automatic posting transfer.

Shopify & WooCommerce

Automatic import of online-shop transactions into DATEV — including allocation by tax rate and payment method.

Sevdesk & Lexoffice

Migration of existing accounting data from cloud-based tools — including legacy data transfer.

Banking & HBCI

Automatic bank statement import via HBCI/FinTS — payment transactions posted directly to the books.

Custom interfaces

Specialist industry solutions (hotels, hospitality, construction) on request — delivered by our in-house IT team.

— Strategic value

Why DATEV bookkeeping is more
than compliance accounting.

Bookkeeping is the obligation. DATEV is the tool. But real value only emerges where postings become a basis for decisions . Six levers we use consistently with our clients.

— 01

Real-time BWA instead of year-end shock.

Monthly management reports show you within 5 working dayswhere you stand — not just at year-end. See margins slipping too late and you can no longer react. See it in May and you still have 7 months to course-correct.

— 02

Bank-ready numbers.

Banks lend against balance sheets, not against hopes. DATEV bookkeeping to professional standard strengthens your creditworthiness, reduces rating discounts and noticeably improves your terms — often 0.5–1.5 percentage points on the interest rate.

— 03

Audit-ready from day one.

Without clean documentation, a tax audit often costs clients €30,000+ in back payments. With DATEV standards and GoBD-compliant records, the audit becomes a well-prepared routine. The tax office finds little — and you feel little stress.

— 04

Liquidity planning with real data.

Most insolvencies aren't loss insolvencies — they're liquidity insolvencies. DATEV couples your bookkeeping with liquidity forecasting — you see 4–8 weeks aheadwhether you need to close a gap, instead of being caught by surprise.

— 05

Tax foresight, not hindsight.

If you can see a realistic tax result in November, you can still act: bring investments forward, review provisions, actively steer your balance-sheet policy. See it in April and all you can do is limit the damage.

— 06

M&A-ready bookkeeping.

For every company sale, every investment round, every due diligence, a DATEV-compliant, cleanly maintained set of books is the price of entry. Without it, you lose 10–30% of the purchase price in negotiations — through the trust discount alone.

The honest question: When did you last make a decision based on current figures — not figures from last quarter? The difference between good and poor accounting processes isn't the hours — it's the quality of decisionsthey produce.

— DATEV configurator

Your DATEV setup.
Module by module.

Self-bookkeeping licence, training, support packages and ongoing bookkeeping support — choose only what you actually need. All services are provided on behalf of the TABAK Consulting tax firm.

Current DATEV usage

Your contact details

Confidential under § 203 StGB (German Criminal Code). Call-back within one business day.

Thank you — we'll call you back.

Your DATEV enquiry has been received. We'll be in touch within one business day with setup details and an appointment.

— Transparent pricing

DATEV services.
Clearly priced.

299 €
/ month · plus VAT · up to 50 documents

Financial Accounting Basic

For small companies with a manageable document volume

  • Ongoing DATEV financial accounting
  • Monthly BWA
  • VAT advance returns
  • Digital document processing
  • DATEV Unternehmen online
Enquire
39 €
/ employee / month · plus VAT

Payroll

Bookable individually or as part of the Professional package

  • Monthly payroll
  • Wage tax filing
  • Social security notifications & DEÜV
  • Certificates
  • Digital payroll file
Enquire
Service Price plus VAT Unit
Financial Accounting Basic
(up to 50 documents)
from €299 month
Financial Accounting Professional
(up to 200 documents)
from €599 month
Payroll from €39/employee month
DATEV setup & migration from €1,200 one-off
ERP interface setup from €800 one-off
Annual financial statements (bookable separately) from €1,200 p.a.

All prices net, plus statutory VAT. Individual quotes for holding structures and groups on request.

— Frequently Asked Questions

DATEV questions,
clearly answered.

Can I switch my existing accounting software to DATEV?

Yes. TABAK handles the complete DATEV migration from SAGE, Lexware, SAP, Sevdesk, Lexoffice and other systems. Setup, including legacy data transfer and initial configuration, starts from a flat €1,200. A full migration typically takes 2–4 weeks.

What does GoBD compliance mean — and why does it matter?

The GoBD (Germany's principles for the proper keeping of digital books and records, and for data access) govern how digital documents must be archived and processed. During a tax audit, violations can lead the tax office to estimate your tax base. DATEV Unternehmen online is fully GoBD-compliant — all documents are archived audit-proof, unaltered and without delay.

How does DATEV Unternehmen online work for clients?

You get access to a secure online portal. There you upload documents (via app, email forwarding or manually), see postings in real time, grant approvals and have access at any time to BWA reports, balance overviews and archived documents. We see the same data — and post in real time.

Can DATEV be used for holding structures with multiple companies?

Yes. DATEV supports running multiple clients (companies) in parallel — with uniform charts of accounts and consolidated reporting. For holding structures, we prepare monthly consolidated BWAs and annual financial statements covering all entities. Ideal for investors and family offices.

Do I need technical expertise as a client?

No. DATEV Unternehmen online is designed for non-accountants. All you need is a browser. We set everything up, train you on document submission in 30 minutes and are always available for questions. The technical complexity sits with us — not with you.

— Digital workflow

Your bookkeeping.
In the best hands.

Talk to us about your current bookkeeping workflow — we'll show you how DATEV Unternehmen online simplifies your day-to-day.

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