Exact Globe

Exporting data for tax audit submission for Digitaler Prüferzugriff (DPZ) (German legislation)

Menu path

System ➔ General ➔ Digital access for auditors (DPZ) 

Introduction

This document provides you the steps to exporting data for the tax audit submission. 

As of product update 419, the Digitaler Prüferzugriff (DPZ) solution has been made available in Exact Globe Next (EGN). The solution has been implemented to replace the need to install the external DPZ tool to export the tax relevant data for the tax audit submission. 

Note that with this change in EGN, the existing requirement that was applicable when using the external DPZ tool also applies to this new functionality in EGN, whereby you are still required to copy the IDEA folder into a DVD for the submission to the tax auditors.

Note: This functionality is applicable to the German legislation and SE1099 - Data exchange with Digitaler Prüferzugriff (DPZ) module.

How do I define the settings for the data that will be exported?

1. Go to System ➔ General ➔ Digital access for auditors (DPZ).
2. Click the Settings button.
3. At the Export directory field, define the folder in which the IDEA, LOG, and PRF files will be stored.
4. Click the Basic tab to select the necessary tables and fields to be included during the export.
5. Click the Extra tab to add or remove recipients of the tax relevant data.
6. Click the Logbook tab to view the logs of the export.
7. Click Save

How do I export data for the tax audit submission?

1. Go to System ➔ General ➔ Digital access for auditors (DPZ).
2. Under the Filter section, define the relevant fields.
3. Under the Show section, select the Include : transactions of previous year check box to include transactions of the previous year in the exported data.
4. Click Finish.