DATEV Export — Transfer Accounting Data Automatically
The AutoPult DATEV interface exports your posting data in a DATEV-compatible format. Posting batches, invoices and receipts are automatically prepared and can be imported directly by your tax advisor into DATEV Unternehmen online or DATEV Kanzlei-Rechnungswesen.
Posting Batches in DATEV Format
AutoPult automatically creates posting batches in the standardized DATEV CSV format. All invoices, credit notes and incoming payments are correctly assigned to accounts and provided as an importable file. Your tax advisor can import the data into DATEV without any manual rework.
Automatic Account Assignment
Every posting transaction is automatically assigned to the correct account. Revenue, input tax, VAT and margin taxation are correctly posted.
Periodic Exports
Create posting batches monthly, weekly or daily. Automatic exports can be configured on a schedule.
SKR03 and SKR04 Support
AutoPult supports both standard chart of accounts frameworks: SKR03 and SKR04. You select the chart of accounts used by your tax advisor in the settings, and all postings are exported with the corresponding account numbers. Custom account mappings are also possible.
- Full support for SKR03 and SKR04
- Custom account mappings for special cases
- Correct handling of margin taxation under §25a UStG
- Separate posting areas for vehicle trading and workshop
- Automatic tax code detection
Automatic Export and Workflow
Set up an automatic export schedule: AutoPult generates the posting batches at defined intervals and makes them available for download or sends them directly via email to your tax advisor. The entire workflow — from invoice creation to handover to accounting — is automated.
1. Create Invoice
Create invoices in the invoicing module — account assignment is handled automatically.
2. Generate Export
AutoPult creates the posting batch automatically or at the click of a button in DATEV format.
3. Import into DATEV
Your tax advisor imports the file into DATEV — without manual data entry or rework.
Tax Advisor Workflow
The integration is optimized for collaboration with your tax advisor. Export files contain all necessary information: receipt numbers, posting texts, cost centers and tax codes. Your tax advisor can import the data directly and immediately has a complete overview of your business transactions.
- Receipt number assignment for complete documentation
- Descriptive posting texts with vehicle and customer reference
- Cost center assignment for branch reports
- Export log for traceability
Frequently Asked Questions About the DATEV Export
What file format is generated during export?
AutoPult generates the standardized DATEV CSV format (ASCII), which can be imported by all DATEV products. Optionally, PDF receipts can also be provided as receipt images.
How is margin taxation handled in the export?
Vehicles under margin taxation (§25a UStG) are exported with the correct tax code and separate revenue accounts. The margin is calculated automatically. You can also use the margin taxation calculator for preliminary calculations.
Can I review the export before sending it to my tax advisor?
Yes. AutoPult displays a preview of the posting batch with all posting entries. You can correct or exclude individual postings before export.
Are incoming invoices also exported?
Yes. Incoming invoices recorded in the system are also included in the posting batch and correctly assigned to accounts.