Export to your tax adviser: BMD, RZL and DATEV in everyday ERP use
Florian Hödl
Network Monitoring and Automation
In short: You work in your ERP, the tax adviser stays in their software. In between sits a handover: receipts, lists or a file. Clarify with your firm before introduction in which form it wants data. With ABOS the export for the tax adviser is included in every plan, as is a separate login.
When you move to an ERP, the question comes sooner or later: what about my tax adviser? In Austria many firms work with BMD or RZL, in Germany DATEV is common. You do not need to know these programs. You only need to know what you hand to your firm and how.
How businesses hand data to the tax adviser
There are three basic routes:
- Receipts and list. Outgoing invoices, incoming receipts and an overview arrive as PDF and spreadsheet. This is the simplest route, the firm enters the bookings itself.
- File to import. The ERP produces a file that the firm reads into its software. That saves typing, but needs a format both sides know.
- Direct login. The tax adviser looks into the system and takes what they need.
Which route fits is decided by the firm, not by the software. Some prefer receipts and a list, others want a file. Ask before you commit.
What to clarify with the firm
A short list for the conversation:
- In which form do you want outgoing invoices, incoming receipts and payments?
- How often: monthly, quarterly, at year end?
- Which software do you use, and can it import files from outside?
- Who enters incoming invoices, you or the firm?
- Which receipt numbers and account assignment do you expect?
- Are there special requirements for the VAT return?
Write down the answers. They are what lets the export run later without rework.
How ABOS handles the handover
This is what ABOS says about itself, nothing more:
- Export for the tax adviser is included in every plan, with BMD and FinanzOnline in mind.
- A separate login for the tax adviser is free in every plan.
- The month-end check verifies completeness, lists missing receipts and prepares the export for the tax adviser.
- In the test during setup we try the export to the tax adviser with sample data before you go live.
- The free first conversation (fit check) also covers the route to the tax adviser.
Your firm gets the data by export and stays with its own system. That is the answer to the common question whether ABOS fits a tax adviser using BMD.
What we do not promise across the board
Which file in which format your firm can import depends on its software and settings. Which concrete formats suit BMD, RZL or DATEV in your case, we clarify in a conversation with you and your firm instead of asserting it here. The same goes for special requirements on chart of accounts or receipt numbers. A switch should not fail because of the tax adviser, so we check this before the contract.
How to proceed
- Talk to your firm first and note the answers to the list above.
- Book the free first conversation and bring your notes.
- Have your firm check the export with sample data during the test phase.
- Only then go live.
For how ABOS compares with invoicing software, read Invoicing software or ERP in Austria. Background on the system is on our page about Dolibarr and in the open source ERP comparison. Prices and calculator are on the ABOS page: launch prices from 39 euros net a month until 31 March 2027.
Frequently asked questions
My tax adviser works with BMD. Does that fit?
Yes. You work in ABOS, your tax adviser gets the data by export and stays with their own system.
Does the tax adviser login cost extra?
No. A separate login for the tax adviser is free in every plan.
Which file format does ABOS deliver for RZL or DATEV?
We clarify that in a conversation with you and your firm, because it depends on their software. We deliberately name no format we have not confirmed for your case.
Does my tax adviser have to learn ABOS?
No. They stay with their system and receive the data by export. Those who want to can use the separate login.
What happens to my data if I cancel?
The data export on termination is free, and you can export your data at any time.