Guide — Accountant Portal

Your accountant sees at a glance: invoice totals (net/USt/gross), expenses per category, the vehicle AfA table and loan interest for the year. Everything in one place.

All issued invoices with year and quarter filters, search and status. The accountant can edit status, amounts and notes — including their own accountant note.

All business expenses with category filter and search. The accountant can correct expenses (description, amount, USt rate, category) or create new ones — every change is logged.

The Kassenbuch with GoBD features, current balance, income/expense overview and daily closing status. Closed entries are locked — corrections only via reversal.

All income tax (ESt) and church tax (KiSt) Vorauszahlung entries with due date and status. The accountant can mark prepayments as paid — deadline tracking in one place.

All tax assessments (ESt, GewSt, USt) per year. The accountant can enter new Steuerbescheid records — type, date, amount. All assessments in one place.

The Einnahmenüberschussrechnung for each year: income, expenses, profit/loss and all line items. The basis for the tax return.

All trips with date, route, km and purpose. Summary: total km, business share as a percentage. Essential for the correct settlement of vehicle costs.

The accountant sees the list of the company's fixed assets (Anlagegüter) — machines, equipment, vehicles — with purchase value, depreciation (AfA) and current book value. Everything ready for the annual return and verification of write-offs.

All archived documents per quarter — split into income and expenses. Files available for direct download. Archiving with GoBD features.

All active subcontractors with documents (Freistellungsbescheinigung, A1, BG BAU, liability insurance) and incoming invoices with Bauabzugsteuer calculation.

A complete change log for transparency under the GoBD model: who changed what and when? Invoices, expenses, customer data — every change with its old and new value. Helpful during a Finanzamt audit.

Export of all bookings in DATEV EXTF format as a ZIP file — with year and quarter filters. Direct import into DATEV, Lexware and other accounting software.