You can grant your tax advisor its own access to your financial statements. This access does not provide any insight into your calendar, but it allows your tax advisor to access current and past financial statements at any time and make account settings.
Financial data access for your tax advisor (example view)
Set up data access
- Click on "Settings" in the main navigation and then on the "Tax Advisor" module.
- Enter your tax advisor's details here.
- After saving, a link will automatically be sent to the email address provided. This message grants the recipient permanent access to your cash register system. Please proceed carefully.
Revoke data access
Once the message has been sent to your tax advisor, you will find a new login under Settings › Tax Advisor.
To revoke this person's access rights, you can delete the access by clicking the X 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 advisor or the Belbo team!
