Clients

A client is the bracket around everything that goes to a particular tax firm or accounting client. It carries the DATEV identifiers – consultant and client number – and the fiscal year, without which DATEV cannot assign a delivery.

What is this for?

• Maintain consultant number, client number and fiscal year.
• Allow individual mappings and transport routes per client.
• Operate several clients from one installation.

How to set it up

1. Create the client and enter the DATEV identifiers provided by the tax firm.
2. Set the fiscal year – it goes into every delivery.
3. Define the transport route for this client.
4. The client configuration is stored as its own file per client; mappings live below it.