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Note that this article is only relevant for you if your company is located in Germany.

DATEV integration: Who can I contact?

The following article will help you find the right contact person for your DATEV questions. 

Whom can I contact with questions about the DATEV integration?

If you have questions or problems when setting up and using the DATEV integration, either your Personio Support or your payroll accountant or tax consultant can help you. See the information below for details on who can help.

Please note:
Information on how to use the DATEV program can be found in the DATEV help center, or your tax advisor can contact DATEV customer support directly via the paid service contact. For further information about DATEV's customer support, click here.

 

Problems during setup

Authorization unfortunately unsuccessful!

Your payroll accountant/tax advisor:

  • Your payroll accountant/tax consultant has to grant you access in DATEV.
  • Your tax advisor can obtain prompt support for ordering and setting up the payroll programs from the DATEV Partner Onboarding Team. 
  • For more details about this error, please refer to our troubleshooting article.

Missing Tenant and Advisor ID

Personio Support

  • Enter the Tenant and Advisor IDs in the DATEV integration settings.
  • For more details about this error, see our troubleshooting article.

Your payroll people/tax advisor: Your payroll people/tax advisor can provide you with these numbers.

 

Lohnimportdatenservice

Where can I find the DATEV-Lohnartennummer (compensation type ID) and the Festbezugs-ID (fixed payment ID) for LODAS or the Bezug- und Abzugsnummern (payment and deduction IDs) for Lohn & Gehalt?

Your payroll people/tax advisor: Your payroll people or tax advisor can find these numbers for you within DATEV.

Where in DATEV can the payroll accountant or tax consultant access the file generated in Personio and sent to DATEV?

Your payroll people/tax advisor: The following DATEV Help Center articles explain how the people responsible for payroll or your tax advisor can proceed:

Attribute in the payroll table is marked as invalid

Personio Support

Lohnauswertungsdatenservice

Where in DATEV can my payroll accountant or tax consultant provide the documents?

Your payroll people/tax advisor: The following DATEV Help Center articles explain how the people responsible for payroll or your tax advisor can proceed:

Payslips aren't available although the employees are in in the Lohnimportdatenservice export file.

Your payroll people/tax advisor: Your payroll people or tax advisor can check whether this is due to a time lag in DATEV or whether other factors are involved.

Document distribution/preview reset for this month through recent changes to employee data

Personio Support

  • The document retrieval has to be confirmed again.
  • For more details about this error, see our troubleshooting article.

Documents can't be retrieved due to duplicated Personalnummer.

Personio Support

  • Check any changes and determine the assignment of the DATEV Personalnummer attribute. If necessary, consult your payroll accountant. Also, check the employee histories of the relevant employees.
  • For more details about this error, see our troubleshooting article.

Some employee documents couldn't be retrieved or assigned.

Personio Support

  • Check the data for errors and correct them, for example, the DATEV-Personalnummer.
  • For more details about this error, see our troubleshooting article.

Your payroll people/tax advisor: If you have any questions, please contact the person responsible for payroll or your tax advisor.

Retrieved documents are reset after new employees have been added.

Personio Support: 

 

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