When your tax consultant asks you to provide them with an export of your accounting information, you can easily provide these files through the DATEV export in Sage Active.
To perform the DATEV export:
- Access Export to tax consultant.
Reports and exports > Exports – Export to tax consultant
- Check the box in front of each item you want to include in the export (Journal entries, Third parties and Chart of accounts).
When you check a box, you can do additional fine tuning of the selected item, such as applying a date range or deciding on the inclusion of inactive elements. - Generate the files for the chosen items.
The amount of time needed for the export to complete greatly depends on the number of journal entries, third parties and ledger accounts in your business.
The grid contains separate rows for Journal entries, Third parties and Chart of accounts exports.
When the column Status in the grid is Completed, you can download your file through the icon at the end of the row for your chosen export.
Follow all the news from Sage