my-tax:documents

The following file types are supported: PDF, GIF, TIF, TIFF, JPG, JPEG, TXT, PNG. The file size must not exceed 20 MB.

API my-tax:documents in a nutshell

Version 1.0 of the API has been marked as DEPRECATED on Aug 20, 2021.

Digital documents and corresponding metadata are transferred to DATEV Meine Steuern using the API my-tax:documents. Tax year is mandatory, while category and subcategory are optional.

Tax year must be a four-digit calendar year, ranging from 2016 (lower boundary) to the following calendar year (upper boundary).

Category has a range of 12 fixed, uniform values that are not specific to either tax year or client (e.g., “Rentals”, “Employee”, “Children”). Subcategory, on the other hand, is specific to both tax year and client. Using the categories endpoint, you can query the valid subcategories for a given combination of tax year and client (e.g, client A had subcategories "house 1" and "child 1" for the tax year 2017).

The upload process is asynchronous, i. e., the binary document and the corresponding metadata object are uploaded independently. We aim for eventual consistency.

Sandbox

The Sandbox is currently ONLY available for version 1.0 of the API.

In the sandbox, you may simulate the various response codes of an endpoint by substituting the desired response code for the base number part of the client ID.

The client ID has the following syntax: consultantNumber-clientNumber-baseNumber.

Example: By calling the endpoint GET /v1/clients/{client-id}/categories with parameters (clientId=455148-1-200, tax_year=2016), you would get response code 200 (OK).

The query-incomplete endpoint will return various responses (randomized) to simulate real world behaviour.

References

For further information about the API, refer to the following documentations.