Boosting turnover with Opti.Tax Doku: Tax advisers are provided with a powerful tool for creating procedural documentation in accordance with GoBD quickly and efficiently.

Unlock potential, boost turnover

Tax advisers can unlock new opportunities to boost their turnover with Opti.Tax Doku. Creating procedural documentation has never been easier. Within Opti.Tax Doku, users are guided step-by-step and provided with sample texts and project templates. The implementation of an internal control system is also supported efficiently. Find out more in the video (see below) or at our Opti.Tax page. Opti.Tax.Doku helps tax advisers, amongst other things, to create and maintain GoBD-compliant procedural documentation for clients. This enables tax advisers to tap into new revenue opportunities with Opti.Tax.Doku.

How it works

With Opti.Tax.Doku, tax advisers can document the content, structure, process and results of the IT procedure comprehensively and coherently – all with just a few clicks. Opti.Tax.Doku provides taxonomies – or, as they are also known, structures – similar to those already used for the e-balance sheet. The process documentation taxonomies form a framework within which each GoBD requirement is explained and its implementation within the company is recorded. Data entry can optionally be carried out in interview mode, with the answers being transferred to the taxonomy items. All these tasks are created and completed for your clients in just a few clicks. In addition to creating structural guidelines, Opti.Tax Doku also enables the creation and maintenance of procedural documentation in collaboration with clients.

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What else do you need to bear in mind as a tax adviser?

… and what else can Opti.Tax.Doku offer you? GoBD-compliant documentation must include, amongst other things, a general description as well as system and operational documentation. Opti.Tax.Doku not only provides the aforementioned structures and the framework for procedural documentation, but also sample texts and detailed sample procedural documentation. Opti.Tax.Doku currently offers two taxonomies for creating and maintaining general procedural documentation for the company, as well as specific documentation on cash management. Further taxonomies for specific sectors and business areas are in the pipeline.

This raises the question: Is an internal control system also required?

An internal control system – ICS for short – must be established and documented. The ICS comprises: authorisation for access and use, segregation of duties, recording controls, reconciliation controls during data entry, processing controls, data backup and protection against tampering, as well as ensuring the immutability of records and the logging of data.

And what about data integrity and data security?

Accounting data must not be altered in such a way that the original records can no longer be traced. Accounting records with data that is not adequately protected are formally regarded as non-compliant. The system must be audit-proof; in other words, it must be possible to access the original file. Opti.View supports regular checks of the accounts as part of an internal control system (ICS). The results of the macro-supported audits are transferred via an interface to Opti.Tax Doku and maintained as an appendix to the procedural documentation.

Summary

As you can see, Opti.Tax Doku and Opti.View offer tax advisers

  • new revenue opportunities
  • a digital process for the creation and maintenance of, as well as
  • Expert guidance to help you get to grips with the topics of procedural documentation and ICS quickly and effectively.

Would you like to find out more about Opti.Tax.Doku and boost your turnover?

Get in touch with us today at www.hsp-software.de/kontakt or by telephone on 040 53 43 690