This article provides an overview of how Personio customers who use DATEV LODAS or Lohn und Gehalt can work with their tax advisors to handle payroll efficiently and securely via the tax advisory platform—and what advantages this offers for both sides.
Please note:
This feature is currently in beta stage. We are continuously working to improve them and make them accessible to you.
What advantages does the platform offer DATEV users?
The tax consulting platform offers organizations that use DATEV LODAS or Lohn und Gehalt (payroll accounting) and their tax consulting partners a digital and seamless way to collaborate. All relevant payroll data can be managed centrally via the platform. Personio customers who use DATEV benefit from efficient, secure, and transparent collaboration, as well as professional support from their tax advisor.
You can find an overview of the most important features in the main article on the theme.
Who is the tax consulting platform suitable for?
The platform is aimed at Personio customers who use DATEV Lohn und Gehalt or DATEV LODAS for their payroll accounting and want to work closely with their tax advisor.
The tax advisor can sign in directly to the Personio account via the platform to check, manage, and approve payroll. This simplifies collaboration and provides Personio customers with targeted support for their monthly payroll accounting with DATEV integration.
Access rights for tax advisors
If you grant a tax advisor access rights via the Personio Platform for Tax Advisors, they will be granted access at the organization level. The tax advisor can then view and edit the payslips of all legal entities stored in the Personio account.
Access will only be activated after you have given your express consent. Currently, Personio does not offer the option to restrict access to specific legal entities.
How to book the platform for tax consultations
If you or your tax advisor are interested in using the platform, your tax advisor can contact our partnership team. Our team will be happy to inform you about the next steps and access options.
Additional information
To learn more about the tax consulting platform, read our articles on the theme: