What are the benefits of granting smarta Steuerberatung access to my accounting software?
If you grant us access to your accounting software, we can retrieve all relevant information for your tax return. This is the standard procedure, and you don’t have to worry about anything.
If you prefer not to grant access, we kindly ask you to provide us with all relevant accounting data yourself. Please submit a DATEV export (in the form of one or more accounting batches in CSV format). Keep in mind that all your transactions in your accounting tool must be linked to an invoice and a payment date. Otherwise, the export will be incomplete.
In addition to the export, please upload the following documents to the folder for your tax return for the relevant year during the data collection for the annual financial statement. The questionnaires will inform you about the required documents, such as:
Incoming invoices
Outgoing invoices
Bank statements
List of assets from the previous year
You can upload your receipts, invoices, bank statements, and fixed asset register in all common formats, such as PDF, PNG, JPG, JPEG, CSV, and DOC.
This is the only way smarta Steuerberatung can take all relevant income and expenses into account for your tax return.
Please note that this upload folder is only accessible via desktop and is only available after the end of the relevant tax year.
How can I grant access?
For lexoffice:
In the menu, go to "Settings" and select "My tax advisor".
Click on "Work with a tax advisor" and enter lexware@smarta-steuern.de.
Click "Send invitation".
For sevDesk:
Go to the "Settings" menu and select "Integrations".
Open the "Invite tax advisor" tile and click "Set up".
Enter the email address sevdesk@smarta-steuern.de.
For Papierkram:
Go to "Settings" and select "Tax Consultant"
Activate access there.
The smarta email address is: papierkram@smarta-steuern.de.
For Fastbill:
Enter your tax consultant’s email address and a password under "Tax Consultant Access" in the basic settings.
Share these login details directly with your tax consultant.
The smarta email address is: fastbill@smarta-steuern.de.
If you use another accounting tool or have any questions, we’re happy to help! Simply contact our support team – either via the messenger in the app or by email at kontakt-team@smarta-steuern.de.