Shore POS DATEV MeinFiskal Integration
With the DATEV integration, data from your POS system can be transmitted directly to your tax advisor — in compliance with financial regulations.
Important: The DATEV Kassenarchiv integration can only be set up once all test transactions in your POS system have been reset.
If you'd like to use the DATEV integration, send us an email at service@shore.com so we can activate the integration for you — you can then set everything up as described here.
Please note: This integration is only available to customers whose business is based in Germany.
How Does the DATEV MeinFiskal Integration Work?
You can connect your Shore POS system to the DATEV Kassenarchiv online within DATEV MeinFiskal. This transmits all "business transactions," including the "Z-report," to the DATEV Kassenarchiv online.
To exchange data with your DATEV tax advisor, your DATEV Kassenarchiv online also needs to be connected to your tax advisor's DATEV Kassenbuch online. It's best to discuss with your DATEV tax advisor how you'd like to proceed. You can either set up the connection yourself, or your tax advisor can handle it. You'll need a DATEV MeinFiskal account for the DATEV Kassenarchiv. Your DATEV tax advisor likely already has their Unternehmen online account and can advise you on connecting the DATEV Kassenbuch online, or set it up on your behalf.
DATEV Kassenarchiv Online & DATEV Kassenbuch Online:
DATEV Kassenarchiv Online
Under German law, since January 1, 2017, cash-intensive businesses have been required to archive POS data in an audit-proof way, and it must be available and immediately readable at any time in the event of a tax audit. DATEV Kassenarchiv online meets this requirement by reliably archiving your POS data subject to retention requirements in the DATEV cloud for 10 years, in compliance with GoBD and with the highest level of security. Business transactions — i.e. everything you've processed via the register — are recorded in the Kassenarchiv via the Z-reports.
Connecting the DATEV Kassenbuch
With the Kassenbuch interface, POS data from DATEV Kassenarchiv online can be automatically transferred to DATEV Kassenbuch online and made available for bookkeeping. This creates a seamless digital workflow from the register all the way through to your bookkeeping. POS data can be conveniently transferred to bookkeeping on a daily basis — giving your tax advisor direct access to it.
What Do You Need?
As mentioned, you'll need a DATEV MeinFiskal account to set up a DATEV Kassenarchiv online, the cost of which depends on the number of "folders" required, which is generally tied to the number of directories. The DATEV Kassenarchiv online can then be connected to DATEV Kassenbuch online for an additional fee.
You should first talk to your tax advisor to make sure they use DATEV. To connect your POS system to DATEV MeinFiskal, follow these steps:
On Step 3:
This step takes place in the Shore POS Manager.
- Log in to the POS Manager and have your DATEV MeinFiskal account credentials ready.
- Go to Settings > click DATEV Kassenarchiv online.
- A guide will walk you through the remaining steps.
On Step 4:
This step takes place outside our product. For questions about setting up your DATEV products, you can book an appointment with the DATEV onboarding assistant. If you have questions about the integration between Shore POS and DATEV, feel free to reach out to us.
For questions about DATEV MeinFiskal products and pricing, you can contact: kassenarchiv@service.datev.de
Setting Up a New Fiscal Year
This folder is required so that POS data from Shore POS is properly archived and correctly transmitted to DATEV Unternehmen online.
Here's how it works in DATEV:
1. Setting Up the Cash Book
Open DATEV Unternehmen online and set up the new fiscal year there.
You can find a simple step-by-step guide from DATEV here: DATEV Tutorial
If you'd like to read through the individual steps in more detail, the official DATEV Help Center articles are also available: DATEV Help Center
For questions about setting up DATEV, please contact your tax advisor or DATEV Support directly.
Helpful Documents:
- DATEV Kassenarchiv online: Checklist for setup and data transfer to Kassenbuch online
- DATEV Products Explained