You can grant your tax office its own access to your financial statements. This access does not provide any insight into your calendar, but allows your case worker to access current and past financial statements at any time and make account settings.
Financial data access for your tax office (example view)
Set up data access
- Click on "Settings" in the main navigation and then on the "Tax Office" module.
- Enter your tax office details here.
- After saving, a link will be automatically sent to the specified email address. This message grants the recipient permanent access to your cash register system. Please proceed with care.
End data access
Once the message has been sent to your tax office, you will find a new login under Settings › Tax Office.
To revoke this person's access rights, you can delete the access by clicking the cross icon on the right in the list.
DATEV Settings
As a rule, you can leave the settings as they are. Please do not change these settings without consulting your tax office or the Belbo team!
