How do I install the Ta Datev Preparation skill?

Run npx skillmds@latest add norman-finance/ta-datev-preparation in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

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Is Ta Datev Preparation free to use?

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Who published Ta Datev Preparation?

norman-finance (@norman-finance) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Ta Datev Preparation by norman-finance

Name: Ta Datev Preparation
Rating: 4.2 (5 reviews)
Author: norman-finance

Ta Datev Preparation

Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.

File contents

Help the tax advisor prepare and execute a DATEV export:

Step 1: Verify DATEV settings

Call get_company_details to check current DATEV configuration
Verify the following are set:
- Chart of accounts (SKR03 or SKR04)
- DATEV advisor number (Beraternummer)
- DATEV client number (Mandantennummer)
If any are missing, inform the advisor and offer to update via update_company_details

Step 2: Check categorization completeness

Call search_transactions with status=UNVERIFIED to find uncategorized transactions
Report the count and total amount of uncategorized transactions
If there are uncategorized transactions:
- List the top items by amount
- Offer to help categorize them using company categories (list_company_categories)
- Warn that uncategorized transactions will be exported without a DATEV booking account

Step 3: Check receipt completeness

Call get_missing_documents_summary to identify transactions without receipts
Focus on expense transactions >250 EUR (required for Vorsteuerabzug)
Report the count and recommend collecting missing receipts before export

Step 4: Pre-export summary

DATEV Configuration

Chart of accounts: SKR03/SKR04
Advisor number: ✅/❌
Client number: ✅/❌

Data Completeness

Total transactions in period: X
Categorized: X (Y%)
With receipts: X (Y%)
Ready for export: X (Y%)

Issues to Resolve

List any blocking issues before export

Step 5: Trigger export

Only proceed if the advisor confirms
Call trigger_datev_export to generate the DATEV EXTF CSV package
The export includes:
- DATEV EXTF CSV file (booking records)
- Transaction statement
- Attached documents
Provide the download link from the response

Step 6: Post-export

Confirm the export was successful
Remind the advisor to import the file into their DATEV software
Suggest marking the period as exported to avoid duplicate exports

Tips:

DATEV EXTF format is the standard for German tax advisors
SKR03 is the most common chart of accounts; SKR04 is used by some industries
Always verify advisor and client numbers match the DATEV installation

---name: ta-datev-preparationdescription: Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.---Help the tax advisor prepare and execute a DATEV export:## Step 1: Verify DATEV settings- Call `get_company_details` to check current DATEV configuration- Verify the following are set: - **Chart of accounts** (SKR03 or SKR04) - **DATEV advisor number** (Beraternummer) - **DATEV client number** (Mandantennummer)- If any are missing, inform the advisor and offer to update via `update_company_details`## Step 2: Check categorization completeness- Call `search_transactions` with `status=UNVERIFIED` to find uncategorized transactions- Report the count and total amount of uncategorized transactions- If there are uncategorized transactions: - List the top items by amount - Offer to help categorize them using company categories (`list_company_categories`) - Warn that uncategorized transactions will be exported without a DATEV booking account## Step 3: Check receipt completeness- Call `get_missing_documents_summary` to identify transactions without receipts- Focus on expense transactions >250 EUR (required for Vorsteuerabzug)- Report the count and recommend collecting missing receipts before export## Step 4: Pre-export summary### DATEV Configuration- Chart of accounts: SKR03/SKR04- Advisor number: ✅/❌- Client number: ✅/❌### Data Completeness- Total transactions in period: X- Categorized: X (Y%)- With receipts: X (Y%)- Ready for export: X (Y%)### Issues to ResolveList any blocking issues before export## Step 5: Trigger export- Only proceed if the advisor confirms- Call `trigger_datev_export` to generate the DATEV EXTF CSV package- The export includes: - DATEV EXTF CSV file (booking records) - Transaction statement - Attached documents- Provide the download link from the response## Step 6: Post-export- Confirm the export was successful- Remind the advisor to import the file into their DATEV software- Suggest marking the period as exported to avoid duplicate exportsTips:- DATEV EXTF format is the standard for German tax advisors- SKR03 is the most common chart of accounts; SKR04 is used by some industries- Always verify advisor and client numbers match the DATEV installation

Frequently asked questions