Our courses: Expertise from industry leaders
E-learning course: Opti.Tax – Documentation
Your lecturer
Wolfgang Schönwaldt
Consultant
hsp
Course overview
Why this course?
In this e-learning course, you will learn the basics of how to use the Documentation module in Opti.Tax, using the creation of procedural documentation as an example.
Secure your competitive edge and further your professional development with the help of lecturers who are experts in their field.
The Documentation module provides users with an innovative, highly efficient software solution for meeting the statutory documentation requirements relating to data protection reporting, cash management and procedural documentation, based on taxonomies.
In this module, we will be looking at procedural documentation. Only through proper procedural documentation can we provide evidence to the tax authorities that there are no compromises to security, reproducibility or data access during the bookkeeping process.
The total duration of this free course is broken down as follows:
- 1 hour and 6 minutes of e-learning
Course content
|
Getting started: user management
|
|
Creating a client
|
|
Creating a project
|
|
Creating a client and a project from Datev
|
|
Section: General information
|
|
Section: Introduction
|
|
Component: Organisational framework
|
|
Component: Organisation of processes
|
German 
English