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DATEV integration: who do I contact?

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

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

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.

Note
You can find information on how to use the DATEV application in the DATEV Hilfe-Center, or your tax consultant may 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 consultant can access free and prompt support when ordering and setting up the payroll programs from the DATEV Partner Onboarding team. 
  • For more details about this error, see 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.
  • If necessary, contact our Personio Support via Help & Feedback. 

Your payroll accountant/tax consultant: your payroll accountant/tax consultant 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 accountant/tax consultant: your payroll accountant or tax consultant can locate these numbers for you in DATEV.

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

Your payroll accountant/tax consultant: the following DATEV Hilfe-Center articles explain how your payroll accountant or tax consultant can proceed:

Attribute in the payroll table is marked as invalid

Personio Support

  • Correct the attribute value. 
  • For more details about this error, see our troubleshooting article.
  • If necessary, contact our Personio Support via Help & Feedback. 

Lohnauswertungsdatenservice

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

Your payroll accountant/tax consultant: for details on how this can be done, see the following DATEV Hilfe-Center articles: 

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

Your payroll accountant/tax consultant: your payroll accountant or tax consultant can check whether there has been a time offset in DATEV or whether any other settings are the cause.

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.
  • If necessary, contact our Personio Support via Help & Feedback. 

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.
  • If necessary, contact our Personio Support via Help & Feedback. 

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.
  • If necessary, contact our Personio Support via Help & Feedback.

Your payroll accountant/tax advisor: If you have any questions, contact your payroll accountant or tax advisor.

Retrieved documents are reset after new employees have been added.

Personio Support

  • For more details about this error, see our troubleshooting article.
  • If necessary, contact our Personio Support via Help & Feedback.

 

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