Data exchange between businesses and tax advisors
Data exchange between businesses and tax advisors is the transfer of supporting documents and agreed accounting information into the receiving workflow. A useful arrangement identifies which system supplies each value and how both parties recognize a complete delivery before processing the next accounting period.
Small companies may send information from several applications while their tax advisor works in a separate accounting system. The technical project begins with an agreed sample and the receiving requirements, so that a successful transfer also produces information the receiving team can actually process.
Agree the receiving workflow with the advisor
Ask the tax advisor which existing service can accept the required documents and data. In Germany, DATEV Unternehmen online provides a shared data platform for companies and their tax advisors.
Compare an existing connector with a file-based exchange before commissioning a new integration. Identify required fields and the person who approves accounting mappings, because technical delivery and accounting treatment require separate decisions by the responsible people.
Keep source documents and data connected
Retain a stable reference connecting a transaction to the supporting document supplied with that transaction. Agree how corrected invoices and credit notes refer to an earlier record, including the case where the first delivery has already been imported.
A format check should cover required values and the accepted file structure. Use a representative sample that includes an incomplete document, then record who requests a correction and which records remain on hold until that correction arrives.
Reconcile imports and repeat failed deliveries
Compare the number of supplied records with the number accepted by the receiving system. Investigate rejected items separately and agree when a delivery may be repeated without creating another copy of an already accepted record.
DATEV data services transfer images of supporting documents together with accounting and invoice data into accounting systems. Select the actual receiving route with the advisor and test the result inside that route before accepting the integration.
Define responsibility after the first import
Assign a contact for a missing delivery and a contact for a rejected accounting value. The handover should explain how the company can see the delivery result without needing direct access to the accounting application.
Document the transfer schedule and the location of retained originals with the responsible advisor. For Austria and Switzerland, confirm the applicable receiving systems and local requirements with that advisor before reusing a workflow designed for Germany.
A defined assignment with Gateflow
Gateflow develops CSV and XML integrations with checks before import and visible handling of rejected records. Companies can ask Gateflow to implement the agreed technical exchange while their tax advisor approves accounting requirements and the receiving process.
Frankfurt base and DACH delivery
Gateflow is based in Frankfurt and focuses primarily on projects in Germany, Austria and Switzerland. Remote work, on-site visits, travel and availability are agreed for each project before dates are confirmed. A project brief should state the system access available and the people who authorize work at the customer location.
Professional technology decisions and Finance Loop
Finance Loop publishes independent guidance for professionals making technology decisions across European business networks. Gateflow is the service provider for the technical assignments described here and agrees any implementation directly with the commissioning organization. Finance Loop connects professionals working in these fields: Investment & Digital Assets, Payments & Digital Money, Digital Infrastructure & Sovereignty, and Risk & Compliance.