Accounting and tax law basics with DATEV

Free of cost

by funding

The course offers a sound introduction to accounting and business taxation. You will also acquire knowledge of the legal principles. The content is illustrated using the DATEV software. You will learn how artificial intelligence is used in the profession.
  • Certificates: Certificate "Fundamentals of Accounting"
    DATEV training partner certificates of attendance
  • Examination: Practical project work with final presentations
  • Teaching Times: Full-time
    Monday 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.)
  • Language of Instruction: German
  • Duration: 8 Weeks

Accounting basics

Accounting basics (full-time approx. 1.5 days/part-time approx. 3 days)

Legal basics

Inventory, stocktaking, balance sheet

Determination of profit through equity comparison


Posting to balance sheet and profit and loss accounts (full-time approx. 2 days/part-time approx. 4 days)

Value changes in the balance sheet

Dissolution of the balance sheet in inventory costs

Posting business transactions and closing balance sheet accounts

Simple and compound posting records

Opening and closing balance sheet account

Expenses and income

Profit and loss account as closing account of the profit and loss accounts


Introduction to depreciation of property, plant and equipment (full-time approx. 0.5 days/part-time approx. 1 day)

Causes, posting and effect of depreciation

Calculation of depreciation

Profit and loss account


Change in inventories of finished goods and work in progress (full-time approx. 1 day/part-time approx. 2 days)

Inventory increase, inventory decrease

Effect on the profit and loss account


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Value added tax on purchases and sales (full-time approx. 1 day/part-time approx. 2 days)

The nature of sales tax (value added tax)

Value added tax - a transitory item for companies

Accounting for sales tax


Private withdrawals and deposits (full-time approx. 1 day/part-time approx. 2 days)

Private account

Free withdrawal of goods and other services


Organization of bookkeeping (full-time approx. 3 days/part-time approx. 6 days)

Chart of accounts

Tasks and structure of the chart of accounts

Chart of accounts and chart of accounts

Document organization

Meaning and types of documents

The books of financial accounting

Basic ledger, general ledger

Overview of the subledgers

Overview of common accounting programs

Master data maintenance

Open item accounting

Commercial arithmetic: Rule of three, calculating percentages, calculating interest


Bookings in the personnel area (full-time approx. 1 day/part-time approx. 2 days)

Wages, salaries

Advances, benefits in kind

Special allowances


Procurement and sales bookings (full-time approx. 3 days/part-time approx. 6 days)

Merchandise

Procurement costs, returns

Immediate discounts, price reductions

Delivery accounts, customer accounts

Posting of material purchases to expense accounts


Bookings in the fixed assets area (full-time approx. 0.5 days/part-time approx. 1 day)

Asset accounting

Acquisition of fixed assets

Retirement, sale, withdrawal of fixed assets


Taxation of companies and entrepreneurs (full-time approx. 0.5 days/part-time approx. 1 day)


Annual financial statements (full-time approx. 2 days/part-time approx. 4 days)

Inventory differences

Other receivables/other liabilities

Prepaid expenses and deferred income

Provisions/valuation of receivables

Closing in the main financial statement overview


Cost and activity accounting (full-time approx. 1 day/part-time approx. 2 days)

Tasks of cost and performance accounting

Basic concepts of KLR

Expenses - Income

Expenses - costs

Income - services

Imputed costs, tasks and types


Project work (full-time approx. 2 days/part-time approx. 4 days)

To consolidate the content learned

Presentation of the project results

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.

The course offers a systematic introduction to bookkeeping and you will then be able to competently handle accounting processes. Everything is considered and explained in a practical way and in the context of the overall business operations of a company.

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 people with little or outdated commercial knowledge who want to reorient themselves in the field of accounting or refresh their accounting knowledge.

Employees with a sound basic knowledge of accounting are indispensable in today's working world and are in demand in companies of all sizes across all industries.

In addition, companies today rely on employees who are very familiar with the current, often confusing and complicated tax law.

Your meaningful certificate provides a detailed insight into the qualifications you have acquired and improves your career prospects.

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).

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.
Contact
We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.