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E-learning course: Opti.Tax – Balance Sheet Rating

Your lecturer

Paul Liese Circle BW

Paul Liese
Managing Director
hsp

Course overview

  • Accessible via a web browser

  • Available via the app
  • 3 lessons
  • Course certificate

Why this course?

You can find out more about the benefits of the Crefo interface here.

Secure your competitive edge and further your professional development with the help of lecturers who are experts in their field!

The Opti.Tax taxonomy software includes an interface with Creditreform Rating AG, which enables annual accounts and trading balance sheets to be submitted in XBRL format. This allows users to request balance sheet ratings directly from within the software in a very short space of time, without any change of interface.

The course lasts a total of 9 minutes of e-learning. The course is available free of charge.

Course content

Importing the totals and balances list
Mapping of general ledger accounts to taxonomy items
Submit annual accounts and view the rating report