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Certificates: DATEV certificate "DATEV financial accounting user"
DATEV training partner certificates of attendance -
Examination: Practical project work with final presentations
DATEV user financial accounting -
Teaching Times: Full-timeMonday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
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Language of Instruction: German
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Duration: 8 Weeks
Financial accounting with DATEV
Client master data (full-time approx. 1.5 days/part-time approx. 3 days)
Creation of a new client
Importing and saving client data
Account master data (full-time approx. 3 days/part-time approx. 6 days)
From chart of accounts to chart of accounts
Account functions
Creating individual accounts
Creating and managing current accounts
Account assignment of sample documents according to the SKR03 or SKR04 chart of accounts
Artificial intelligence (AI) in the work process
Presentation of specific AI technologies
and possible applications in the professional environment
Posting (full-time approx. 6 days/part-time approx. 12 days)
According to the DATEV posting logic
Posting with automatic accounts and tax keys
Posting with "posting batches"
Defining "posting batches"
Dialog postings and batch postings
Allocation and split postings
Reversal postings - general reversal (DATEV)
Posting intra-Community deliveries and intra-Community acquisitions
Posting for third country transactions
Posting by company code (incoming and outgoing invoices, bank, cash register)
Posting lists
Financial accounting evaluations (full-time approx. 2 days/part-time approx. 6 days)
Primanota and journal
Totals and balances list
Open item management (posting invoices, posting payments)
Advance sales tax returns
Summary reports (ZM)
Business analyses (BWA)
Controlling report
Year-end closing (full-time approx. 3 days/part-time approx. 6 days)
Closing entries
Balance sheet and profit and loss account
Statement of fixed assets
Annual financial statement evaluations
Printing evaluations
Special features (full-time approx. 1.5 days/part-time approx. 3 days)
Integration with the wage and salary program
Integration with asset accounting (ANLAG)
Project work, certification preparation (via the DATEV Students online platform) and certification exam "DATEV-Anwender Finanzbuchführung" (full-time approx. 3 days/part-time approx. 6 days)
Tax law and business taxation with DATEV
Introduction to taxation (approx. 0.5 days)
Classification of taxes
Tax laws
Implementing regulations
Administrative instructions
Working with tax laws
Tax Code (approx. 2 days)
Basics of the tax code
Legal bases of the AO
Responsibility of the tax offices
Definition and notification of administrative acts
Deadlines and dates
Tax obligations, taxpayers
Accounting, record-keeping and tax declaration obligations
Tax returns, tax assessment, tax assessment
Legal remedies
Objection
Valuation law (approx. 1 day)
Basics of the valuation law
Standard valuation
Needs assessment
Material value method
Comparative value method
Income capitalization approach
Artificial intelligence (AI) in the work process
Presentation of specific AI technologies
and possible applications in the professional environment
Recording and calculating income tax with DATEV (approx. 5 days)
Income tax basics
Legal bases of income tax
Personal tax liability
Material tax liability
Determination of taxable income
Income tax return forms and attachments in DATEV
Understanding the DATEV income tax program structure
Creating a new client in DATEV Income Tax
Separate and uniform assessment (approx. 0.5 days)
Basics of separate and uniform assessment
Forms and attachments of the P&L in DATEV
Recording and calculating corporate income tax with DATEV (approx. 3 days)
Corporate income tax basics
Legal bases of corporation tax
Corporate tax liability
Determination of taxable income
Forms and attachments for corporate tax returns in DATEV
Understanding the DATEV corporation tax program structure
Fiscal processes Workflows for the preparation of annual financial statements with DATEV
Transferring data from the annual financial statements to corporation tax
Income tax (approx. 1 day)
Payroll tax basics
Definitions of terms
Wage tax deduction
Wage tax classes
Flat-rate wage tax
Wage tax registration
Trade tax (approx. 2 days)
Basics of trade tax
Legal bases of trade tax
Administration of trade tax
Trade tax liability
Taxation bases
Calculation of trade tax
Forms and attachments for the trade tax return in DATEV
Understanding the DATEV trade tax program structure
Value added tax (approx. 3 days)
Basics of value added tax
Legal sources of VAT
Taxable services
Exchange of services
Intra-Community acquisition
Taxable import
Tax exemptions
Place of supply
Basis of assessment
Tax rates, invoices, input tax deduction
Tax liability and tax debtors
Advance VAT return and advance VAT payment
Tax calculation
Application for permanent extension
Small business taxation
Forms and attachments for the VAT return in DATEV
Understanding the DATEV sales tax program structure
Project work (approx. 2 days)
To consolidate the content learned
Presentation of the project results
Changes are possible. The course content is updated regularly.
You will gain basic knowledge of data processing in accounting with the DATEV program. After the course, you will be able to deal competently with accounting processes.
The course also offers you a systematic introduction to tax law and business taxation. You will acquire in-depth knowledge of company-related taxation and the legal foundations. Everything is considered in a practical way and in the context of the overall business management of a company and explained using the DATEV software.
The course is aimed at all persons with commercial or legal training, persons from financial accounting and bookkeeping, tax consultants, auditors, entrepreneurs and law firm employees.
With your newly acquired knowledge and skills, you will improve your career opportunities across all sectors. Bookkeeping and accounting specialists are in demand from companies in industry, trade, services and finance: according to the manufacturer, around 2.5 million medium-sized German companies rely on DATEV's information services.
In addition, companies today rely on employees who are very familiar with the current, often confusing and complicated tax law.
Didactic concept
Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).
You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.
Virtual classroom alfaview®
Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.
The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).