Money · For your tax advisor

Export for your accountant: CSV, receipts as ZIP, DATEV

Hand everything over without the paper chase

At year end everything goes to your tax advisor in one go – or you simply give them their own read-only access.

ExampleFor your tax advisor
Invoice
RE-2026-0014
Service period
01/09/2026 – 30/09/2026
Item
Maintenance & support · 49.00 €
Cash discount
2 % if paid within 7 days
Total
58.31 € incl. 19 % VAT

Sample data from the demo.

What projectxy takes care of

  • CSV lists for invoices, payments, expenses, contacts and products – with amounts, tax rates and status.
  • All document files as a ZIP: your invoices as PDFs and the incoming receipts you recorded.
  • Cash-basis income statement (EÜR) and advance VAT return prepared – as a basis for your tax advisor, not a tax return.
  • DATEV posting batch in EXTF 700 format for SKR03 or SKR04, for a year, quarter or month – without guarantee, please agree it with your tax advisor.
  • A dedicated “Accounting” role: your tax advisor sees documents, contacts and payments and exports them, but changes nothing.
  • If your access ends, you can still export in read-only mode: CSV lists, DATEV batches and every document as a PDF, and in Business and Team also the accountant package.