To activate the DATEV integration in Factorial, some preparation together with your tax advisor is required. Please make sure all requirements are met before starting the setup process in Factorial. This ensures a smooth integration and avoids delays.
If these requirements are not met, we will need to pause the consulting process to ensure a proper setup.
If you have questions about these requirements, please contact your payroll advisor or your Factorial consultant.
Important: The setup process varies slightly depending on whether your payroll is managed in-house or by an external tax advisor.
First, identify who manages your DATEV account:
- If your company has its own DATEV administrator, you can complete the setup steps yourself.
- If your tax advisor manages the DATEV account, they must order and authorize the necessary data services on your behalf.
Setting up the DATEV x Factorial integration
To use the integration, you need the DATEV Lohnaustauschdatenservice as well as a DATEV payroll system (LODAS or Lohn und Gehalt).
All requirements:
You will also receive further information from our Factorial Consultant.