For tax advisors and bookkeeping teams

Shopify Steuerberater guide: what your firm receives from HermitTaxDE

This short guide explains the DATEV handoff, how the export is delivered, and what a Shopify tax advisor or bookkeeping team should confirm before the first live import.

Merchant setup guide FAQ and self-help Support and docs
HermitTaxDE does not require the accountant to have Shopify access. The merchant can either download the DATEV CSV and send it manually, or create a Magic Link so the accountant can download export batches directly.

1. The main handoff is a DATEV EXTF CSV

HermitTaxDE generates a DATEV EXTF Buchungsstapel CSV for the selected period. The intended workflow is accountant handoff, not merchant-side bookkeeping inside DATEV.

  • The file is built for DATEV import workflows rather than manual spreadsheet editing.
  • The merchant selects the export period inside the app before generating the batch.
  • Past export batches remain in history so they can be downloaded again later if needed.

2. How the accountant receives it

  1. The merchant downloads the CSV from DATEV Export and emails it, or creates a Magic Link in Settings.
  2. The Magic Link opens a public export page for that merchant's shared batches.
  3. The accountant downloads the CSV directly from that page without needing a Shopify account.

3. What to confirm before the first import

  • The merchant's business identity, tax mode, and VAT configuration are complete.
  • The merchant has reviewed consultant number, client number, and revenue-account mapping with the firm.
  • The merchant's dashboard is no longer showing blocking setup errors.
  • The exported period matches the accounting period the firm expects to import.

If consultant or client numbers are not yet configured, the merchant should confirm the expected placeholders and final mapping before relying on the first recurring workflow.

4. What HermitTaxDE does not replace

HermitTaxDE is a Shopify-to-accountant workflow bridge. It does not replace professional tax advice, firm-specific account-mapping decisions, or the merchant's obligation to confirm final filings and edge-case treatment.

  • Use the app to reduce handoff friction and generate consistent export artifacts.
  • Use the accountant relationship to confirm account mapping, reverse-charge handling, and other business-specific tax decisions.

For firms searching for a Shopify Steuerberater workflow, this page is meant to explain the narrow handoff boundary: merchant-side invoice generation and export preparation, with final accounting treatment still confirmed by the firm.