Income tax and social security law with wages and salaries with DATEV

The course provides you with up-to-date knowledge of payroll tax and social security law and prepares you for legally compliant and practical payroll accounting. You will also gain basic knowledge in the area of payroll accounting. Basic knowledge of tax and social security law and current changes are covered. Using the DATEV software and taking digital processes into account, you will learn practical procedures in the areas of master data, working hours and pay as well as ancillary wage costs.
  • Certificates: Certificate "Income tax and social security law"
    DATEV certificate "DATEV user wage and salary"
    DATEV training partner certificate of attendance
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
    DATEV-Anwender Lohn und Gehalt (Eine Anmeldung über das Lernportal „DATEV Students online“ ist für die Zertifizierungsvorbereitung obligatorisch.)
  • 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: 6 Weeks

Income tax and social security law

Social security law and accounting principles (approx. 2 days)

Social insurance obligation and exemption

Branches of insurance and contribution system

Current calculation parameters: Contribution assessment limits and contribution rates

Principle of accrual and due date


Digital reporting and retrieval system (approx. 0.5 days)

DEÜV notifications and contribution statements

ELStAM in practice: registration, retrieval, changes, errors

Overview of eAU, EEL and BEA procedures

Audit trails, deadlines and typical processing errors


Wage tax law basics (approx. 1 day)

Basics of wage tax deduction

Wage tax classes, allowances, factor method

Church tax and solidarity surcharge


Wage components and non-cash benefits (approx. 3 days)

Elements of payroll accounting

Current pay

One-off payments and other payments

Tax-free SFN supplements

Monetary benefits and benefits in kind (company car, job ticket, meal allowances, vouchers)

Salary conversions (bAv, benefits)

Deductions and offsetting (wage garnishment, VWL, advances and retroactive accounting)


Regulations for certain groups of people (approx. 1 day)

Minijob/Midijob

Employees in the transitional sector

Interns/working students/trainees

Short-term employment

Multiple employment and selected special cases


Travel expenses law (approx. 1 day)

First place of work and away work

Additional subsistence expenses, travel expenses, accommodation costs

Provision of meals and reduction rules

Domestic and foreign situations

Current flat rates and typical practical cases


AI in HR and payroll (approx. 0.5 days)

Automation of routine tasks with AI tools

Ethical and legal aspects of the use of AI and employee data protection


Project work (approx. 1 day)

To consolidate the content learned

Presentation of the project results

Wages and salaries with DATEV

Legal framework for payroll accounting (full-time approx. 3 days/part-time approx. 6 days)

Fundamentals of labor law with reference to payroll accounting

Social security law: compulsory insurance, contribution groups, levies, reporting, obligation to keep records

Wage tax law: tax deduction features, obligation to call up, payroll account

Wage types and their significance for payroll accounting

Data protection and limits of AI for payroll and personal data


Create and maintain client and employee master data in DATEV (full-time approx. 5 days/part-time approx. 10 days)

Client creation in DATEV

Backing up and importing client data

Recording social security and tax law specifics, other client master data

Creation of different employee types

Employee group (trainees, mini-job, midi-job, managing directors)

Entries and exits

 


Payments and deductions in DATEV (full-time approx. 4 days/part-time approx. 8 days)

Salary and time rate

Supplements and variable remuneration components

One-off payments (e.g. Christmas and vacation bonuses)

Travel allowances

Payment of wages in the event of illness, vacation, public holidays

Garnishment

Benefits in kind and non-cash benefits (e.g. company car, staff discounts)

Company pension scheme

Travel expenses and reimbursement of expenses

Maternity protection pay and maternity benefit


Payroll accounting and monthly closing with DATEV (full-time approx. 3 days/part-time approx. 6 days)

Transaction data entry

AI as an accounting tool for complex payroll transactions

Payroll accounting and monthly closing

Proof of contributions and estimation, certificates

Payroll tax registration

Repeat and recalculations

Transfer of payroll postings to the

Financial accounting, accounting voucher

Year-end closing work


Digital collaboration in DATEV (full-time approx. 2 days/part-time approx. 4 days)

DATEV Unternehmen online and DATEV Arbeitnehmer online at a glance

Preliminary wage recording and digital recording of monthly data

Digitally exchange and manage personnel documents

Digital mapping of attendances and absences

Use evaluations and wage evaluations in the DATEV applications

Insight into digital personnel processes with DATEV Personal


Project work, certification preparation (via the DATEV Students online platform) and certification exam "DATEV User Wages and Salaries" (full-time approx. 3 days/part-time approx. 6 days)



Changes are possible, the course content is updated regularly.

Knowledge of payroll accounting is a prerequisite.

After the course, you will have in-depth knowledge of current payroll tax and social security law as well as practical knowledge of payroll accounting, the legally compliant classification of employees and the development of efficient HR processes. You will apply current key figures and flat rates with confidence, master the reporting and call-off system and implement non-cash benefits, salary conversions, deductions and offsetting in a practical manner. You will also be able to correctly assess travel expense cases and use AI tools in the HR context in compliance with the law and data protection regulations.

You will also prepare payroll accounting with DATEV in a professional and practical manner. You will deepen your knowledge of the legal principles, process typical and complex payroll cases confidently in the software and be able to use digital processes efficiently in the collaboration between law firms, clients and employees.

The course is aimed at people with commercial or legal training, people from financial accounting and bookkeeping, tax consultants, auditors, entrepreneurs and law firm employees.

Employees with in-depth knowledge of payroll tax and social security law are indispensable in today's working world and are in demand across all sectors at companies of all sizes.

With your newly acquired knowledge and skills in the area of payroll accounting, you will also improve your career opportunities. According to the manufacturer, more than 9.5 million payrolls are created with DATEV every month.

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.