Holvi offers two DATEV-compatible reports that contain all your banking and accounting data. Most tax consultants and accountants in Germany work with DATEV, so Holvi lets you export reports in a DATEV-compatible format – for easy access by your accountant. Your tax advisor can upload these exports directly to DATEV to do your accounting.
What are DATEV reports?
DATEV accounting report – Contains a list of your transactions categorised according to SKR 03/04 and VAT rate.
DATEV payments report – Contains only a list of your transactions, similar to an account statement.
Where can I find the DATEV reports?
Log in at Holvi.com and go to Reports. Scroll down to the Exports section of the page and choose the DATEV report you wish to export.
How do I use DATEV reports?
- Create your accounting categories in Holvi, in consultation with your accounting professional. For each category, enter the corresponding SKR 03/04 account number. These numbers will be included in your DATEV accounting report and can be transferred directly from your tax consultant to DATEV.
- Categorise each transaction and add the correct VAT rate so it displays correctly in DATEV reports. Or you can grant your accountant access to Holvi and have them categorise your transactions
Find out how to invite your accountant to Holvi, so your accountant can download DATEV reports themselves. In addition to transactions, your accountant will need all incoming and outgoing invoices. Download them at Reports > Exports > Dropbox > Invoices.