From version 7.4. on, you can set DATEV accounts for the turnover of your folders and items in your MINI by orderbird, and download the DATEV exports via MY orderbird.
Please note: Changes to DATEV account numbers will not be effective until September 1, 2021, for a clean change in reporting at the beginning of the month.
Define DATEV accounts for folders
- Go to Inventory > Folders in the main menu and select the folder for which you want to make DATEV settings.
- Tap on "Edit Folder" at the top.
- Under "DATEV account numbers", enter the DATEV accounts for in house (regular VAT) and out of house (reduced VAT) transactions
Tip: If you are not sure which account numbers are the correct ones, ask your tax advisor for help. - Tap on "Save" in the upper right corner.
Apply DATEV account settings from folders to items
By default, the DATEV settings of the folder in which the items are located, are adopted for all items within. The items "inherit" the DATEV accounts of their folder. This is practical, because you don't have to make the same DATEV settings for each item individually.
Assign different DATEV accounts for individual items
If you have an item in a folder that does not share the fiscal fate of the other items in the folder, then you can deactivate the "Inherit DATEV account settings" option for this item and assign your own DATEV settings.
- Go to Inventory > Folders in the main menu and select the folder in which the item in question is located.
- Tap on the item.
- Deactivate the option "Inherit DATEV accounts".
- Under "Default tax rate", enter the DATEV account for in-house (regular VAT) transactions.
Tip: If you are not sure which account numbers are the correct ones, ask your tax advisor for help. - Enter the DATEV account for to go (reduced VAT) transactions under "To Go Price and Tax Rate".
- Tap on "Save" in the upper right corner.
DATEV accounts for free-floating items
- Go to Menu > Inventory > Free-floating items.
- Enter the DATEV accounts for in house (regular VAT) and out of house (reduced VAT) transactions
Tip: If you are not sure which account numbers are the correct ones, ask your tax advisor for help.
Please note: If you need to use 0% VAT with free-floating items, please set up a separate item with custom price instead so that sales are tracked in the right DATEV - accounts. Otherwise, for free-floating items, sales with 7% and 0% VAT will go to the same DATEV account (to go - VAT) and cannot be evaluated separately.
All DATEV accounts saved? Bravo! Give yourself a break :) Or find out where you can download your monthly DATEV Exports next: Download DATEV Export
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