The monthly run
At the start of the month the schedule exports the previous month and mails the file to the tax firm.
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Examples What it looks like day to day.
Five situations as they happen in shops - from the ordinary month through switching over to a year caught up. Each with the steps in the admin and what the export does along the way.
The five examples
Switching over
Test export, trial import and reconciliation before the first binding run counts.
Several companies in one shop
One tenant per company with its own accounts, its own advisor number and its own channels.
Selling into the EU
A revenue account per destination country and a delivery threshold that warns before it is crossed.
Catching up a year
A fiscal year in one run, in steps and in several files if needed.
From the situation to the example.
| Your situation | The example |
|---|---|
| The shop is running, and the tax firm should get its file every month. | The monthly run |
| The tax firm books from a list or from the invoices so far. | Switching over |
| Two companies sell through one Shopware installation. | Several companies in one shop |
| Sales to private customers in other EU countries are growing. | Selling into the EU |
| A past fiscal year is still missing in DATEV. | Catching up a year |
Three things always stay the same.
The tax firm decides
Accounts, cancellation method and rhythm follow the tax firm. The plugin suggests the standard accounts; what applies is up to the tax advisor.
Check first, then write
Preview and test export run through any period without locking anything - as often as needed.
Nothing twice
By default, every further run of the same period skips what has already been exported bindingly.