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Tax & reports

Open Tax & Reports:

  • Records: your cash book (Kassenbuch). Counter sales and voucher sales appear here. Add record for anything else. A cancelled entry gets a “Storno” line; nothing is deleted.
  • Booking payments: payments by month, with Export CSV.
  • Reports & Documents: EÜR summary, DATEV export, default tax rates and accounts.
  • Import: bring in records from Treatwell, Planity or any CSV.

Invoice details (your legal name, tax number, VAT rate, Kleinunternehmer) are set in Settings → Invoices.