Once all daily closures for a month have been created, you can submit the data to your tax office. You can download and send this data manually or grant your tax office its own access so that your employee can independently access current and past closures.
Monthly Overview and Download
In the cash register, you will find the "Closures" menu item with the submenu "Monthly Overview". Here you will get an overview of all transactions made and your employees' sales, divided into service sales and product sales.
- To download your closures, select the "Export" button
- Click on the desired closure to save it on your computer.
- You can then send the data to your tax office by email or printed. You can find out how to grant your tax office its own access to the special financial data access in the section "Own Access for Your Tax Office".
- You can find out what exports are available and how to use them in the article Exports.
Own Access for Your Tax Office
You can grant your tax office its own access to your closures. This access does not provide insight into your calendar, but allows your employee to access current and past closures at any time and make account settings.
You can find more information here.
Important information about DATEV export can be found here.