Opti.Tax Release Notes

• Council tax
  • The reason and year of the determination can be chosen freely for each plot of land
  • The property overview has been expanded to include a ‘Assessment’ column
  • Subsequent findings and updates can be derived directly from the property project via the context menu
  • When importing PDF files containing multiple declarations for determining the requirement value, there were instances where the addresses were not imported
  • When calculating the property tax value using the asset value method, the minimum value check was not applied correctly in cases where the land value was higher
• Opti.Tax Cloud integration
  • In result documents, the option to share in the cloud was no longer available in the context menu

New features and fixes in 22.0.24

• General
  • ATTENTION! Database schema update in progress
  • ERiC updated to version 37.2.6.0
  • The contents of the dispatch history can be exported as an Excel file (including additional details such as the property tax value)
  • From the document overview, you can save several documents at once to a destination folder
  • If there are several projects, the current project manager can be changed for all of them at once
  • Memory usage when importing Excel files has been optimised
• Federal Gazette, E-Balance Sheet and Annual Accounts
  • Support for chart of accounts with account numbers of any length when applying SKR mapping templates
• Council tax
  • Objections relating to plots of land can be lodged and submitted via ELSTER
  • The restriction to two entries for information on land area and standard land value has been removed in Hesse and Lower Saxony, as these are not included in the scope of data to be submitted to ELSTER
  • Documents can be moved from the property to the master data project
  • Additional checks on the numerators and denominators where there are multiple owners
  • When assisting with the preparation of the declaration, the additional information from the master data project was transferred to the client number field for properties in Hesse
  • The property transfer record could not be opened in the dispatch history if the property name contained characters that are not permitted in the Windows file system
  • It was not possible to export the property overview to Excel once master data projects had been completed
  • When calculating the property tax value using the asset value method, the standard construction value of the building may have shown an internal rounding discrepancy
• ADDISON OneClick integration
  • The value in dispute can be submitted to ADDISON-OneClick

New features and fixes in 22.0.23

• General
  • Improved stability of database updates on MS SQL servers in multi-user installations/terminal servers
• Council tax
  • Excel export of the property overview
  • Alignment of the presentation of the property tax valuation calculation with the tax authority’s updated notices
  • When the status of several plots of land was changed, the confirmation messages were still displayed when the transaction was cancelled
• Annual accounts
  • The documents containing the results of the submission to Creditreform could no longer be opened after the submission
  • As the previous year’s period is invalid, the submission to DiFin and Creditreform has failed for no apparent reason

New features and fixes in 22.0.22

• General
  • Live reports can be translated and saved using DeepL
  • Speed when working with Tupeln and active live validation has been further improved
• Council tax
  • Municipal districts with names containing more than 25 characters could not be reported due to Elster’s character limit
  • Importing data from ALKIS files also supports the data format used in North Rhine-Westphalia
  • Alignment of the presentation of the property tax valuation calculation with the tax authority’s updated notices
  • Where several municipalities eligible for funding were specified, it was not possible to select areas from other municipalities
  • The overseas postcodes for communities of heirs were not transferred from the master data project to properties in Baden-Württemberg
  • Land valuation figures may be reported as 0 EUR
• Opti.Tax Cloud integration
  • Cloud users can be removed from linked tenants
  • Conversations relating to tasks are cached and therefore remain available for viewing even without a cloud connection and after the task has been completed

New features and fixes in version 22.0.21

• Documentation
  • In some cases, the report could not be displayed if an item was linked to files and had the „start on a new page“ setting selected
• Council tax
  • In batch validation, the plots to be validated can be selected in advance
  • If the status of several plots of land is changed at once, the confirmation message for the relevant batch operation can be suppressed
  • The progress of the plots is displayed as a pie chart in the master data project within the client and project navigation
  • The details relating to the file reference number and tax number have been removed from the overview of properties in the master data project
  • In the case of agricultural and forestry enterprises, the cadastral districts and parcels of land are excluded from the land assets
  • The process for importing data from ALKIS files has been revised
  • Data reorganisation for properties can also be carried out from the property overview
  • With batch processing, the transfer records for the plots are immediately included in the master data project
  • In the master data project, only documents relating to the plots of land are now displayed as output documents
  • When entering the entry number for selections manually, the correct entry is selected for single-digit values
  • Stability improvements in the calculation and display of property tax values
  • Excel bulk data template 3.2.1 integrated
  • Improvements to the import of the Excel bulk data template (e.g. counters are saved with a comma instead of a full stop)
• Opti.Tax Cloud integration
  • The role of „client users“ can be changed to „external user“
  • Once the interview responses had been collected, the reference to the cloud was not removed from the task, which led to errors in subsequent synchronisations

New features and fixes in version 22.0.20

• General
  • ERiC updated to version 36.5.2.0 (including live validation)
• Council tax
  • Calculation and presentation of property tax valuations for agricultural and forestry businesses (including exemptions)
  • Reporting: New category in the master data project containing all documents relating to the plots of land
  • Reporting: Display the property’s address on the cover page
  • Reporting: Report in accordance with Section 87d(3) of the German Fiscal Code (AO) has been revised and made available as part of the master data project
  • Various spellings for municipalities and local districts are supported
  • „Sequential numbers“ (e.g. for parcels of land in the agricultural and forestry sectors) are automatically assigned and kept up to date
  • Valid plots remain valid when viewed in isolation and also when changes are made to the certificate holder
  • Working with large numbers of Tupel entries (e.g. land parcels in agriculture and forestry) is now faster
  • Stability improvements in the calculation and presentation of property tax values in some federal states

New features and fixes in 22.0.19

• General
  • MSSQL Express: A warning is displayed when a critical memory limit is reached
  • LDAP: Support for more than 1,000 users
• Council tax
  • ERiC updated to version 36.4.4.0 (including live validation)
  • The live reports showing the calculation of the property tax value have been expanded to include exemptions and concessions, as well as additional special cases
  • Excel Bulk Data Template 3.2.0 (including exemptions and concessions, standard land values, agriculture and forestry, livestock numbers, and additional details regarding leasehold rights and buildings on third-party land)
  • Detailed reporting in accordance with Section 87d(3) of the German Fiscal Code (AO)
  • Support for the new ADDISON OneClick interface 1.4
  • Live reports can be printed directly (supports output to DATEV DMS / document storage via a special printer driver)
  • The cadastral district and land registry page are shown in the property overview as an alternative to a missing street name and house number
  • Expanded import of ALKIS sources (CSV and Excel)
• Documentation
  • Transfer Pricing Taxonomy 6.0

New features and fixes in 22.0.18

• General
  • ERiC updated to version 36.3.6.0 (including live validation)
  • In the client and project navigation, as well as in the dispatch history, you can filter by technical IDs (UUIDs of clients, projects, etc.)
• Council tax
  • Stability improvements and faster performance when working with a large number of plots
  • Additional details are also shown in the address
  • When the report for calculating the property tax value is saved, the property’s address is included in the file name
  • The unique ID of the ELSTER preview PDF is displayed at the right-hand edge of every page
  • Batch validation and batch submission of all eligible properties via ELSTER
  • The title of a legal entity can be transferred from DATEVconnect to the authorisation to receive correspondence

New features and fixes in 22.0.17

• General
  • Client and project navigation can once again be filtered by text across all columns
  • Reporting periods are carried over, offset by one year, for subsequent projects
• Council tax
  • Stability improvements and enhancements to the calculation model and report
  • The calculation report is now enabled by default and always displays the calculation process for the selected or open plot
  • In some cases, you were prompted to save changes
  • The ‘Valid’ status of the property tax project is now linked to the ‘Valid’ statuses of the properties it contains
  • In some cases, validation using ELSTER could have resulted in the loss of the owners’ share codes for the property
  • When saved, the ELSTER preview PDF no longer has a duplicate file extension
  • When creating a new plot, you can also type in the type of economic unit and the type of plot (with autocomplete)
  • Some date values caused errors when importing the individual template for the asset-based valuation method
  • Comma-separated values are also imported from Excel as comma-separated (rather than point-separated)

New features and fixes in 22.0.16

• General
  • Clients without a company name can be edited and deleted
  • Clients and projects without names led to display errors
  • Changes made to user management are saved again
• Council tax
  • The status of plots of land is displayed again and is updated in real time whenever it changes

New features and fixes in 22.0.15

• General
  • Some detailed information was missing from the project overview
  • When maintaining address details (certificate holder, property, etc.), the beginning of the place name was sometimes cut off

New features and fixes in version 22.0.14

• General
  • Improved speed when using central databases such as MS SQL Server (project navigation, opening projects, validation with ELSTER, data backup, etc.)
  • Certificate holders can be managed per branch folder
  • Notification tasks can be viewed and completed more easily
• Council tax
  • Calculation of the land value for further combinations
  • The projection of the property tax value can be viewed as a report
  • The ELSTER preview PDF is being given a more descriptive name

New features and fixes in 22.0.13

• General
  • Some users may not have been able to use TeamViewer Help

New features and fixes in 22.0.12

• General
  • The maximum file size for attachments has been increased to 32 MB
• Council tax
  • The ELSTER preview PDF has been assigned a unique number for verification purposes
  • For properties in Hamburg, the municipality and cadastral district can once again be imported and selected
  • Properties with special characters in their place names or with very long place names could sometimes not be processed
  • After an interview in the cloud, attachments were sometimes not linked to the correct position
• ADDISON OneClick integration
  • In some cases, client master data could not be processed

New features and fixes in 22.0.11

• Council tax
  • New taxonomy version 2.0.5
  • The information on additional living space are imported from the Excel bulk data template into the Information regarding residential properties taken over
  • The information Would you like the decision details to be provided electronically? is filled correctly upon entering the property
  • The information of which for civil defence (in m²) can be entered in the new Excel asset value template from version 2.0.3 onwards

New features and fixes in 22.0.10

• General
  • In some cases, S+E balance sheets could not be processed
  • The client number can be found in Master data and certificates be specified alphanumerically
• Council tax
  • Entering tax numbers and reference numbers has been significantly speeded up
  • The selection Sole ownership by a person engaged in business activities is copied correctly
  • The title codes of legal representatives are also applied to properties in Hesse
  • Cloud-based interviews where the federal state is not specified may be used
  • The billing address for orders placed via DocEstate can be validated
• ADDISON OneClick integration
  • Land used for agriculture and forestry can be taken over
  • In some cases, it was not possible to accept the power of attorney for receipt or to cooperate
• DATEVconnect integration
  • Some details regarding associated owners could not be loaded

New features and fixes in version 22.0.9

• General
  • Some users were unable to edit their certificate holder
  • Error messages relating to invalid or excessively long file names have been removed
  • The „Project Management“ and „Licence Reconciliation“ live reports are no longer populated for users with restricted rights
  • During installation, the Windows compatibility settings are configured to ensure correct DPI scaling
  • The process of creating a data backup has been sped up
• ADDISON OneClick integration
  • The country-specific tax number has not been converted to the ELSTER standard format

New features and fixes in version 22.0.8

• General
  • The stability of the application has been improved in a number of processes
  • User-specific certificate holders can be deleted and converted to global certificate holders by the administrator
  • The global data transmitter can be deleted by an administrator and can only be managed in conjunction with the global certificate holder
  • It is now possible to update databases using versions of Microsoft SQL Server that are older than the 2016 version (v13)
• Council tax
  • The preview document generated by the ELSTER validation process is no longer marked as a test case
  • The contents of the input fields are checked against the ELSTER format specifications
  • For some validation rules, not all referenced fields were listed
  • Hamburg properties using Taxonomy version 2.0.0 could not be updated to the current version of Taxonomy
  • Some property projects that had been sent were subsequently assigned the ‘unknown’ validation status after dispatch (re-opening such properties rectifies the status retrospectively in cases where an error has already occurred)
  • In some federal states, the text field for „additional details regarding the property tax return“ was not displayed when this option was selected
  • In those federal states where the land-use model was applied, the property rateable value was not calculated if a building was recorded that had neither residential space nor usable floor area
  • The calculation of the property tax value failed in those federal states using the area-based model where the plots were particularly large and no usable floor area was specified
  • A validation check has been added to ensure, within the income capitalisation method, that floor area details have been entered for the buildings (this will only be checked by ELSTER in the next version of ERiC)
• ADDISON OneClick integration
  • Not all clients were listed for import
• DATEVconnect integration
  • When creating a property, you can now select guardians as owners

New features and fixes in 22.0.7

• General
  • ERiC updated to version 36.2.4.0
  • Checkboxes for dispatch are pre-ticked with the selections from the last dispatch made during the same session
  • New icons and colours for displaying the 'Valid' status
  • The validation process using ELSTER has been significantly speeded up
  • The firm’s client number from the external „main data source“ can be entered in Master data and certificates be deposited
  • The firm’s client number from the external „main data source“ and the client number range can be stored for each folder
  • Support tickets have been updated to include a callback number
  • In the Opti.Tax Cloud user management section within the client, the user’s status is displayed more clearly
  • If any issues are raised during the signing process in the Opti.Tax Cloud, the comments are incorporated into the PDF
  • Various certificates can be stored under the certificate holder, and the holder can also be set up as a data transmitter
• Documentation
  • Validation rules relating to attachments in specific positions in connection with BAFA have been corrected
• Council tax
  • Shippable Taxonomy Version 2.0.4
  • Approval process with signature in the cloud
  • Information on tax exemptions, reliefs and reductions can be hidden
  • For agricultural and forestry businesses, the „Land“ tab, which is not required, is hidden
  • The processing and approval status can now be changed for each plot
  • Submission of the completed declaration of findings
  • The properties in the overview can be sorted by each column
  • The property tax value and the property tax assessment amount are calculated and displayed in real time (including notional values, but not yet taking into account tax exemptions, relief and the calculation method)
  • PDF Annex V (Version 2021) can be imported
  • As you type, the address fields are automatically filled in with the postcode, town and county
  • Excel bulk data template 3.1.2 integrated
  • For sole traders, the data for the individual can be imported from DATEV if desired
  • The preview PDF of the declaration of assessment is the original ELSTER document
  • Onboarding clients with property tax flags from DATEV
  • Support with updating the standard land values to the official figures for 2022
  • Help with entering municipalities, cadastral districts and cadastral district numbers
  • Plots can be duplicated by right-clicking
  • Relationships between owners are imported from DATEV
  • Consultant information from an external data source (e.g. DATEV) can be used to complete the authorisation to act and the power of attorney (requires a stored The firm’s client number)
  • Data from ALKIS can be imported for agricultural and forestry businesses

New features and fixes in 22.0.6

• General
  • Automatic database updates on MS SQL servers may have failed when updating from version 21.1 to 22.0
  • When using folder permissions, sub-structures were not listed when selected for data transfer from another project
  • Folder permissions that had been set were also applied to the sub-structure
  • When deleting folders containing subfolders for which the user did not have the necessary permissions, a technical error occurred instead of a clear explanation of the reason
• electronic balance sheet
  • It was not possible to submit special/supplementary balance sheets using Taxonomy 6.4 via the S+E module
• Council tax
  • In land registry projects that had already been created prior to version 22.0.5, it was no longer possible to transfer owners from the master data project, and values entered for the parcel number were flagged as incorrect during validation, even though they had been entered correctly
  • In some cases, standard land values were not included in the online calculation if they contained textual units in addition to the numerical value
  • For properties imported from DATEV, it was not possible to change the federal state selection – if one was still missing – in the initial interview dialogue
  • The validation of the assignment of cadastral districts and parcels to the (sub-)plot areas has been corrected
  • The application could freeze when performing actions in the property overview
  • Data from property surveys in the Opti.Tax Cloud was not fully incorporated into the regional models
  • Correction made to the validation of the reference number in North Rhine-Westphalia

New features and fixes in 22.0.5

• General
  • The speed at which projects are opened in multi-user databases has been improved
  • ERiC has been updated to version 35.5.4.0
  • The detailed data entry area now moves automatically as you navigate using the TAB and ENTER keys
  • The field for entering 13-digit Elster tax numbers could have delayed the loading of the details section
• Documentation
  • The first level of process steps is included in the table of contents
• Council tax
  • Property Tax Taxonomy 2.0.2 following updates by the tax authorities
  • The tax number dialogue with Elster validation is now used in all tax number fields
  • Information on participation is hidden unless required
  • Support for further versions of the declaration of findings from DATEV
  • Importing the individual data template from Excel
  • The application may freeze when closing the main project
  • The tax reference number was criticised, even though it had not been provided
  • When retrieving the interview responses from the cloud, sometimes nothing was imported
• Opti.Tax Cloud integration
  • Opti.Tax users with a Cloud profile can now also receive and process tasks in the Opti.Tax Cloud
  • Documents are now only downloaded if they were not previously known or if they have changed
  • Interview regarding the registration of further plots of land, including detailed information
• ADDISON OneClick integration
  • New integration with ADDISON OneClick for retrieving client, master and property data
• DocEstate integration
  • The tax number is now included with orders
• WIADOK integration
  • New connection to WIADOK for retrieving client, master and property data

New features and fixes in version 22.0.4

• General
  • Stability when using Datev myIdentity Sticks has been improved
  • Windows Start menu shortcuts made available to all users
  • Clients without folders are moved to a new folder when a data backup is restored
• Council tax
  • ERiC February release featuring…
  • … new taxonomies used by the tax authorities
  • … new live validation rules
  • … and automatic data transfer into the new property tax taxonomies
  • Excel import: Adapted for married couples/cohabiting couples
  • DATEVconnect: Improvements to fixed assets and DMS scan results
  • DATEVconnect: Tax number – identification number mapping corrected
  • DATEVconnect: Details of natural persons completed
  • Task view: Tasks and interviews relating to plots of land are also displayed in the master data
  • Bodenrichtwertabfrage für Schleswig-Holstein spezialisiert
  • PDF Scannen: Dateien ohne gefundene Daten werden mit aufgelistet
  • Interviews aus dem Stammdaten-Projekt heraus werden auf die wesentlichen Angaben reduziert
  • Vorschau der Erklärung zur Ermittlung des Grundsteuerwerts nach offiziellen Formularen

Neuerungen und Korrekturen in 22.0.3

• General
  • Windows Programmbibliotheken von verwendeten Komponenten liegen nun direkt in der Installation vor, wodurch keine Ausführrechte mehr in den temporären Speicherorten benötigt werden

Neuerungen und Korrekturen in 22.0.2

• General
  • Mandantennummer aus der Kanzleisoftware als zusätzliche Spalte in der Mandanten-Übersicht
  • Bereits ausgewählte externe Bearbeiter werden bei Aufgabenerstellung nicht wieder entfernt, wenn die Art der Aufgabe geändert wird
  • Support Tickets können nun auch eröffnet werden, wenn ein Netzwerk-Proxy konfiguriert ist
• Council tax
  • Eigentümer und Beteiligte können im Stammdaten-Projekt kopiert werden
  • Werden Cloud-Interviews für mehrere Grundstücke gleichzeitig erstellt, erhält der zugewiesene Benutzer nur noch eine abschließende Informations-Mail
  • Validierung und Filterung auf Eingaben durch fehlerhafte Elster-Vorgaben wurden reduziert
  • DATEVconnect: Anlagevermögen bei Projektanlage auf Grundstücksdaten überprüfen
  • DATEVconnect: Anlage V und Feststellungserklärung Erbschaft/Schenkung aus DMS laden
  • Behördenauskünfte via DocEstate online bestellen
• DATEVconnect integration
  • Natürliche Personen können nun auch abgerufen und als Mandant angelegt werden
  • Ablage-Knigge für das DMS kann in den Einstellungen hinterlegt werden

Neuerungen und Korrekturen in 22.0.1

• General
  • Fehler beim Bearbeiten von Berechtigungen im Ordner-Wizard
  • Fehler beim Betreten der S+E-Perspektive, wenn dabei ein Gesellschafter gelöscht werden soll
  • Beanstandungs-Aufgaben können nicht angelegt werden, wenn der Dateiname oder der Inhalt der beanstandeten Position zu lang ist
  • Aufgaben konnten nicht gelöscht werden