Tax advisor
The package for your tax advisor. Ready when you are.
Per month, quarter or year Folnaro bundles invoices, receipts, journals and the DATEV export into one package. It checks for gaps first.
- DATEV export
- A package per period
- Checked before handover
- Answer questions directly
01
One package per period
Invoices, receipts, statements, journals and a cover letter in one folder. You see what is missing before you hand it over.
02
Questions without email ping-pong
When your tax advisor asks for a receipt, you record the request in Folnaro and send what is missing.
Why it matters
At the end of the quarter your tax advisor wants everything at once. Usually a receipt is still missing, and the question comes weeks later. Folnaro checks the package for gaps before handover and records requests with the documents asked for, so you send exactly what is missing.
Good to know
Your tax advisor imports the DATEV export directly. When you explain a gap in a number series, the explanation goes into the cover letter of the package.
Questions
Which files does my tax advisor get?
The DATEV entries, the customer master data if you like, invoices and receipts, per account and month the bank statement with its receipts, journals as CSV and a cover letter with the open points. You decide once what goes into the package.
Does it work with DATEV Unternehmen online?
Yes. Folnaro exports DATEV XML with receipt images for upload. With DATEV Upload Mail it sends invoices and receipts straight into your tax advisor’s document management.
What happens if the package still has gaps?
Blocking points, such as an unexplained gap in invoice numbers, you fix before the export. Folnaro puts warnings and notes into the cover letter. The year archive can always be exported.
Is Folnaro GoBD certified?
There is no official GoBD certification. Folnaro assigns numbers on finalizing, locks finalized documents and logs changes. A template for your procedure documentation is included. You stay responsible for your books.
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