Traceable down to the receipt
Cash, bank transactions, receipts, invoices and payroll preparation come together in one shared operating record.
BuchhaltIQ helps hospitality businesses bring together cash, bank transactions, receipts, payroll preparation and open tasks as they arise – and prepare approved data for further processing.
From the business to the tax firmOne shared record
BusinessPrepare
BuchhaltIQReview & approve
Tax firmContinueControlled handover
A clear record for both sides.
Not more functions for the tax firm, but traceable preparation within the business.
Clear roles and approvals
The business prepares and reviews. The tax firm handles the professional processing.
Structured for the tax firm
Approved data is provided for further processing.
See what is prepared – and what remains with the tax firm.
Four typical workflows show how BuchhaltIQ structures the preparation without anticipating the professional review.
Open items become a prepared month-end close.
Cash balances, bank transactions, receipts and invoices are reviewed and brought together in one traceable operating record.
Month-end closeOperating record
In the businessCashBank transactionsReceipts
In BuchhaltIQReviewMatchOpen items
For the tax firmPrepared month-end record
The tax firm performs the professional review and further processing.
The business prepares. The tax firm reviews.
For hospitality businesses
Preparation stays where the information originates.
The business sees its current status, resolves open items earlier and prepares the month in a traceable way.
- Bring cash, banking and receipts together
- Prepare employee and payroll data in a structured way
- Keep missing supporting documents visible
- Prepare month-end close step by step
For tax firms
DATEV remains the tax firm's target system.
BuchhaltIQ supports preparation in the business. The tax review and further professional processing remain with the firm.
- Receive approved data in a structured way
- Understand the prepared operating record
- Continue working in the familiar tax-firm process
Control begins with roles, approvals and documented safeguards.
A data processing agreement (AVV) is available for processing on behalf of customers. Documented safeguards include authentication, roles and permissions, encrypted data transfer, security logging, and backup and recovery processes.
What businesses and tax firms should know.
Does BuchhaltIQ replace the tax firm?
No. BuchhaltIQ supports preparation within the business. Tax review, advice and further professional processing remain the responsibility of your tax firm.
Does the tax firm have to introduce a new system?
No. DATEV remains the tax firm's target system. Depending on the agreed workflow, approved data is provided through configured DATEV data services for further processing.
Which tasks does BuchhaltIQ support?
The app supports the ongoing capture, review and matching of cash, bank transactions, receipts and invoices, as well as the preparation of employee and payroll data and month-end close.
Does BuchhaltIQ produce tax returns or payroll accounting?
No. Tax returns, ELSTER submissions and complete payroll accounting are not produced directly in BuchhaltIQ.
How is data protected?
A data processing agreement (AVV) is available for processing on behalf of customers. Documented measures include authentication, roles and permissions, encrypted data transfer, security logging, and backup and recovery processes.