DATEV on behalf of TABAK Steuerkanzlei · Self-booker setup & support

Use DATEV.
Without your own license.

You want to book yourself — but DATEV licenses are reserved for professionals. TABAK Consulting sets up your DATEV access on behalf of the tax office, trains your team, and supports ongoing use. Discreet. Professional. With a clear separation between mandate and tool provision.

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DATEV-certified partner
Digital document processing
GoBD compliant
Real-time BWA
ERP connection
Annual financial statement compliant
— DATEV partnership

Bookkeeping,
that works.

DATEV is the standard in German tax consulting – and TABAK Consulting has been using it for decades. The fully digital document processing via DATEV companies online allows clients to access current figures at any time, without having to wait for the next monthly closing.

As a certified partner, we know the systems in depth: DATEV Kanzlei-Rechnungswesen, payroll, EO comfort, DMS, and the entire interface landscape. This means for clients: no media breaks, no double entries, no reconciliation losses – and monthly BWA that actually enables decision-making.

The seamless integration with TABAK Tax Consulting ensures that accounting data flows directly and without transmission losses into tax planning, annual financial statements, and holding reports.

Overview of DATEV services
01
Financial accounting via DATEV Ongoing accounting with monthly BWA, VAT advance returns, and complete DATEV workflow. From €299/month.
02
Payroll accounting Correct, timely payroll accounting including payroll tax registration and social security notifications. From €39/employee/month.
03
Digital document processing DATEV Companies online – upload, release, and check documents. Paperless office without system change. GoBD compliant.
04
Annual financial statement according to HGB Balance sheet, P&L, annex, and management report – audit-proof, DATEV compliant, submitted on time to the tax office and commercial register.
05
ERP interfaces Integration with SAGE, Lexware, SAP, Shopify, and WooCommerce via DATEV interface – without manual transfer.
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 is not just a system – it is a world of modules. TABAK knows all relevant components, selects the right ones for your situation, and integrates them seamlessly into your workflow.

UO

DATEV companies online

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

KR

Firm accounting

Core module for financial accounting, asset accounting, and cost accounting – basis for BWA, P&L, and balance sheet.

LG

Wages and salaries

Complete payroll accounting with social security notifications, DEÜV, payroll tax notifications, and certification management.

EO

DATEV EO comfort

Electronic submission of all tax returns via ELSTER – corporate tax, trade tax, VAT, income tax, and all notifications.

DMS

DATEV DMS

Audit-proof document management – GoBD-compliant archiving with 10-year retention and immediate access.

BI

DATEV Controlling & Analytics

Evaluations, cost center reports, and business intelligence analyses for data-driven decisions.

— DATEV in use

Evaluations,
that show where you stand.

What we produce from DATEV looks like this — no generic standard reports, but analyses tailored to client needs. Key figures, trends, asset positions as a basis for decision-making, not as mandatory documentation.

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

Monthly BWA –
not just in April.

Those who only know their figures once a year are driving blind. TABAK provides monthly business evaluations – at the latest by mid of the following month.

What the digital accounting workflow means

With DATEV Unternehmen online, document transmission is fully digital: Your accounting assistant scans or photographs documents – or you receive invoices directly via email into the system. We book, check, and create a complete monthly BWA with liquidity statement.

This means for you: You can see at any time how your company is doing. No surprises at year-end. No retroactive payments. No panic during the tax return period.

Especially for holding structures with multiple companies, the DATEV workflow enables consolidated reporting across all companies – so shareholders can see overall performance without manual consolidation effort.

1
Document entry (ongoing)

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

2
Booking & accounting

Our accountants properly classify all documents – with cost centers, projects, and tax classification.

3
BWA by mid of following month

Monthly business evaluation, liquidity status, and deviation analysis compared to the previous year.

4
Annual financial statements & taxes

Seamless transition from ongoing workflow to annual financial statements – without data loss, without re-entry.

— Payroll & salary accounting

Payroll accounting,
that forgets nothing.

Incorrect payroll calculations cost more than just time – they create payment risks, employee conflicts, and tax back payments. DATEV Payroll and Salary eliminates these risks.

Monthly payroll accounting

Complete payroll accounting for all employees (full-time, part-time, mini-job, midi-job) – on time for the payment date.

Income tax registration

Electronic submission of the income tax registration to the tax office via ELSTER – on time, error-free.

Social security notifications & DEÜV

Complete notifications to health insurance companies, BG, and pension insurance – registrations, deregistrations, annual notifications.

Certification management

Employment certificates, social security certificates, parental allowance certificates – available immediately upon request.

Digital payroll file

Audit-proof archiving of all payroll statements in DATEV DMS – for employees, tax auditors, and internal audits.

Short-time work allowance

Correct accounting and application support for short-time work – including Kug accounting with the Federal Employment Agency.

— Annual financial statement

The statement as
Basis for everything.

A clean DATEV annual financial statement is not only a requirement – it is the foundation for bank discussions, investor inquiries, and tax optimization decisions.

Those who prepare their annual financial statement with our DATEV system benefit from a completely seamless workflow: The ongoing accounting directly generates the annual financial statement – without data migrations, without re-entries, without reconciliation efforts between different systems.

For holding structures, we prepare consolidated financial statements across all companies – with complete group simulation for banks and investors.

  • Balance sheet and income statement according to HGB
  • Appendix and management report
  • Corporate and trade tax return
  • Submission to the commercial register (XBRL)
  • Consolidation for holdings
  • Bankable documents for financing discussions

Annual financial statement deadlines 2026

VAT return (monthly) 10th of the following month
Income tax registration 10th of the following month
Annual financial statement GmbH 2025 31.12.2026
Corporate tax & trade tax return 2025 With tax advisor: extended

With TABAK, you benefit from automatic deadline extensions – as a client of an approved tax advisor.

— Interfaces & Integration

Your ERP.
Seamlessly connected with DATEV.

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

SAGE & Lexware

Direct DATEV interface for accounting exports – no CSV files, no manual entry.

SAP Business One

DATEV export from SAP B1 for SMEs – complete account mapping and automatic posting transfer.

Shopify & WooCommerce

Automatic import of online shop transactions into DATEV – including categorization 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 booked directly into accounting.

Custom interfaces

Special industry solutions (hospitality, gastronomy, construction) available upon request – realizable with a dedicated IT team.

— Strategic added value

Why DATEV-FiBu is more than
mandatory accounting.

Accounting is the obligation. DATEV is the tool. But the real value arises where entries become decision-making bases. Six levers that we consistently utilize with our clients.

— 01

Real-time BWA instead of year-end shock.

Monthly BWAs show you after 5 working days, where you stand — not just at year-end. Those who see too late that margins are deteriorating can no longer react. If you see it in May, you still have 7 months to counteract.

— 02

Bankability of the numbers.

Banks finance based on balance sheets, not on hopes. DATEV-FiBu according to professional standards increases the creditworthiness, reduces credit discounts and significantly improves conditions – often by 0.5–1.5 percentage points on the interest rate.

— 03

Audit security from day one.

A tax audit can cost clients without proper documentation often €30,000+ in back payments.. With DATEV standards and GoBD-compliant documents, the audit becomes a prepared routine. The tax office finds little — and you little stress.

— 04

Liquidity planning with real data.

Most insolvencies are not loss insolvencies, but liquidity insolvencies. DATEV links your accounting with liquidity forecasting – you see 4–8 weeks ahead, whether you need to close a gap, instead of in a moment of surprise.

— 05

Tax forecasting, not hindsight.

Those who see a realistic tax result in November can still act.: Prioritize investments, review provisions, actively manage balance sheet policy. Those who see this in April are merely damage controllers.

— 06

M&A-Ready Accounting.

For every company sale, every investment round, every due diligence, there is a DATEV-compliant, accurately maintained accounting the entry price. Those who do not have it lose 10–30% of the purchase price in negotiations — solely due to trust depreciation.

The honest question: When did you last make decisions based on current figures — and not on figures from the last quarter? The difference between good and bad accounting processes is not the hours, but the decision quality, which arises from it.

— DATEV Configurator

Your DATEV setup.
Modular.

Self-booking license, training, support packages, and accompanying accounting — choose only what you really need. All services are provided on behalf of TABAK Consulting Steuerkanzlei.

Current DATEV usage

Your contact details

Confidential according to § 203 StGB. Call back within 15 minutes.

Thank you — we will call you back.

Your DATEV request has been received. We will get back to you within 15 minutes with setup details and an appointment.

— Transparent prices

DATEV services.
Clearly calculated.

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

Basic financial accounting

For small companies with manageable document volume

  • Ongoing financial accounting DATEV
  • Monthly BWA
  • VAT advance return
  • Digital document processing
  • DATEV companies online
Inquiries
39 €
/ employee / month · plus VAT.

Payroll

Available separately or as part of the Professional package

  • Monthly payroll accounting
  • Income tax registration
  • Social security notifications & DEÜV
  • Certification management
  • Digital payroll file
Inquiries
Service Price Unit
Basic financial accounting (up to 50 documents) from 299 € Month · plus VAT.
Financial Accounting Professional (up to 200 documents) from 599 € Month · plus VAT.
Payroll from 39 €/employee Month · plus VAT.
DATEV setup & migration from 1,200 € one-time · plus VAT.
ERP interface setup from 800 € one-time · plus VAT.
Annual financial statement (available separately) from 1,200 € per year · plus VAT.

All prices are net plus statutory VAT. Individual offers for holding structures and groups upon 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. The setup, including the transfer of existing data and initial configuration, starts from 1,200 € flat rate. A complete migration usually takes 2–4 weeks.

What does GoBD compliance mean – and why is it important?

The principles of proper accounting and data access (GoBD) regulate how digital documents must be archived and processed. Violations can lead to estimates of tax bases during an audit. DATEV Unternehmen online is fully GoBD-compliant – all documents are archived securely, unchanged, and promptly.

How does DATEV Unternehmen online work for clients?

You gain access to a secure online portal. There, you upload documents (via app, email forwarding, or manually), view bookings in real-time, can grant approvals, and have access to BWA, balance overviews, and archived documents at any time. We see the same data – and book in real-time.

Can DATEV also be used for holding structures with multiple companies?

Yes. DATEV allows the parallel management of multiple clients (companies) – with uniform account frameworks and consolidated reporting. For holding structures, we create monthly consolidated BWAs and annual financial statements that summarize all companies. Ideal for investors and family offices.

Do I need to have technical knowledge as a client?

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

— Digital Workflow

Your accounting.
In the best hands.

Talk to us about your current accounting workflow – we will show you how DATEV Unternehmen online simplifies your daily routine.

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