Handoff to the tax advisor
On the Handoff page (/handoff) you assemble the handoff pack for the tax advisor (Steuerberater, StB), review the DATEV preview, download exports, and dispatch the pack. Select the period at the top (and optionally the chart of accounts SKR03/SKR04); the page can also be opened directly on a period with ?period_id=<uuid>.
Status banner
Section titled “Status banner”A banner shows the state of the selected period:
| Status | Meaning |
|---|---|
| Ready | Ready to close — export possible. |
| Blocked | Open items prevent the export (amber). |
| Exported | DATEV/EXTF has already been downloaded. |
| Sent | The pack has been handed off to the tax advisor. |
Readiness checklist (open items)
Section titled “Readiness checklist (open items)”As long as the period is not “Sent”, a readiness card shows each check in green/amber/red. Every open item carries a click-to-fix link (e.g. to the open exceptions), so you jump straight to whatever is blocking the close.
DATEV preview and totals
Section titled “DATEV preview and totals”The preview shows the period’s posting rows and four totals tiles:
- Revenue (
revenue_eur), - Fees (
fees_eur, shown negative), - Refunds (
refunds_eur, shown negative), - Net (
net_eur).
Below, a collapsible section lists every posting row (date, type, description, debit/credit account, amount). When the export is cleared, a “Ready to export” note with row count and net also appears.
Downloads
Section titled “Downloads”| Button | File | When |
|---|---|---|
| Download DATEV CSV | KS_DATEV_<period>.csv | When the export is cleared. |
| Download DATEV EXTF | KS_EXTF_<period>.csv (EXTF v7.0) | When the export is cleared. |
| Draft (CSV/EXTF) | KS_DATEV_Entwurf_<period>.csv / KS_EXTF_Entwurf_<period>.csv | Only when a draft export is possible but the final one is still blocked — for proofreading. |
6-file pack (HandoffPackCard)
Section titled “6-file pack (HandoffPackCard)”Once a period is selected, the HandoffPackCard builds the sealed 6-file pack on click:
| File | Content |
|---|---|
UStVA-preview.xml | VAT advance return (preview) |
BWA.pdf | Business performance report (BWA) |
ZM-EU-recap.csv | EC sales list (ZM) |
DATEV-EXTF.csv | Validated posting batch |
audit-log.jsonl | Gap-free audit log |
manifest.sha256 | SHA-256 checksums of all files |
A full description of the six files is on 6-file handoff.
Audit pack and dispatch (AuditPackCard + SendStbCard)
Section titled “Audit pack and dispatch (AuditPackCard + SendStbCard)”On closed periods, two separate cards appear side by side:
- AuditPackCard — builds the separate audit pack.
- SendStbCard — dispatches to the tax advisor over the configured channel.
Recipient and dispatch history
Section titled “Recipient and dispatch history”A card shows the configured channel (e.g. smtp → kanzlei@example.de) and the most recent dispatches with status (sent/failed), channel, target, and timestamp. With no prior dispatch, a corresponding note is shown.
Evidence (SHA-256)
Section titled “Evidence (SHA-256)”An evidence card shows the latest cryptographic checksum (audit-pack or DATEV-export hash) including source and timestamp. You can copy the SHA-256 value directly — e.g. for an audit response — without leaving the page.
Next step
Section titled “Next step”Background on immutability: GoBD & period close. The gap-free history is in the audit trail.