Upload to DATEV

With DATEV connected, you send the month's payroll file straight to your tax firm. It is the same file as the download. It is part of the Suite plan.

The DATEV connection is in a pilot. We switch it on for your workspace on request. Downloading the file always works.

Connect

Open Settings → HR and payroll and find DATEV payroll.
Enter the Consultant number and Client number from your tax firm.
Click Sign in at DATEV and sign in with your DATEV login.

Your tax firm has to allow the upload for your client in DATEV.

Send a month

Under Send a month, pick the month.
Click Send to DATEV.

If the month was already sent, meetergo asks first, because your tax firm would get a second file.

Sent files lists each upload: Sending, At DATEV, Imported, File invalid, Deleted or Not sent. Update status asks DATEV for the latest state. meetergo also checks every hour.

Personnel file and monthly values

The DATEV Lohn exportieren dialog lists two more transfers for the chosen month below the hints:

Personnel file: files each person's timesheet of the month and every approved absence in DATEV Personalakte, for everyone with a personnel number. The personnel number leads the file name so your tax firm can assign it. A document goes out only once.
Monthly values: sends the hours per wage type straight to the payroll program, the same values as the payroll file. Send a month either as a file or as monthly values, not both. meetergo asks before a month goes out a second time.

Personnel numbers from DATEV

Under Settings → HR and payroll → Personnel numbers, From DATEV takes the personnel numbers from the payroll program. meetergo matches by name and shows what changes first. A number you already entered is only replaced when you tick it on purpose.

meetergo can also fetch electronic sick notes (eAU) through DATEV. That needs one more permission in your DATEV login. If your login is older, the card shows Sign in to DATEV once more to fetch eAU. For the personnel file and monthly values it shows Sign in to DATEV once more to use all transfers. Click Sign in again and sign in as before. Often the hint goes away on its own the next time DATEV renews the login.

Disconnect

Disconnect revokes the DATEV login. Files already sent stay with your tax firm.