In Germany, tax auditors are allowed by law to digitally access and verify data from electronic bookkeeping systems during the statutory archiving period. There are three different ways to access the data for the tax authorities:

  • Direct access

  • Indirect access

  • Surrender of data media

The principles for data access and testing digital documents are also referred to as GDPdU. In Microsoft Dynamics AX, the surrender of data media can be done by using the GDPdU data export feature.

Use the form to create definition groups for tables to export data from. The resulting data file can be sent to a tax auditor.

Create GDPdU definition groups

  1. Click > > > .

  2. Press CTRL+N to create a new line.

  3. Enter a name and description for the GDPdU table.

  4. Click .

  5. In the form, enter a data export table name and a file name.

  6. Press CTRL+S.

  7. To select the tables and fields that contain the GDPdU data needed, click .

  8. In the form, double-click the table to use and click .

  9. Press CTRL+N to create a new line.

  10. Enter a field name and description.

  11. Select the table and a field.

  12. Select the field, if needed.

  13. Repeat steps 9 through 12 to add more fields.

  14. Click .

  15. In the form, select a date field in the field. The value in this field is evaluated when determining the transactions that are included in the range of dates to be exported.

See Also