Working with your tax advisor without broken handovers
A good handover is a repeatable monthly process, not a file bundle assembled at year-end.
Agree on the target workflow
Agree with your tax advisor on responsibilities, chart of accounts, period conventions, document fields, and export formats. A test month exposes differences earlier than a year-end handover.
Define monthly handover readiness
Define readiness across bank activity, open items, record links, tax exceptions, and a technically verified export before handing a period over.
Keep questions with the transaction
Keep questions, comments, and decisions attached to the transaction so the reason for an accounting or tax choice remains traceable.
Use exports as a recurring control
Test DATEV exports throughout the year and confirm whether the advisor also needs source files, open-item data, or process evidence.
Editorial note
Reviewed against primary sources and the implemented product scope.
These articles provide general guidance and do not replace legal, tax, or business advice. Confirm your specific situation with a qualified professional.