euBP

Easily Implement Electronically Supported Tax Audits (euBP) with ORDAT.ERP


Are you prepared? The German Pension Insurance’s electronically supported audit will become mandatory as of January 1, 2027—the transition period for exemption ends on December 31, 2026.  Check now to see if you meet the technical requirements.
 

 

In a Nutshell: Background and Implementation of the euBP

  • Starting in 2027, tax audits will be conducted electronically—the data will be transmitted electronically to the German Pension Insurance via an interface.
  • This applies to all companies; no exceptions are planned.
  • You can easily implement this change using the add-on “Elektronische Betriebsprüfung (euBP)” in your ORDAT.ERP system.

 

Easy Implementation in ORDAT.ERP

The good news is that you can easily manage and track the implementation of the euBP through ORDAT.ERP. 

The euBP add-on processes the data via an interface to the external provider XISI, which specializes in data transmission between companies and government agencies, and which then forwards the data in the correct format to the German Pension Insurance. All you have to do is select which data should be transmitted.

Please contact us to request a detailed quote.
(Note: Depending on your current ORDAT.ERP release and other system components, the quotation will consider your individual status and the respective consulting efforts.

Your inquiry:

 

The workflow using ORDAT.ERP finance and the EuBP add-on

 

ORDAT.ERP processes the data required for the euBP to the FIS (FOSS Information Server) and from there via the WebX interface to the external service provider XISI, which in turn serves as the interface to the German Pension Insurance. You will receive the results of the review via the same channel.

Contact us for a specific quote based on your individual situation. (The quote covers ORDAT’s costs; any potential costs and expenses incurred by external third parties are not included.)
 

Frequently Asked Questions About the euBP:

In addition to meeting legal requirements, the euBP offers you another advantage: Once everything is set up, the setup saves you time and, in some cases, perhaps even some stress. The euBP often significantly shortens the duration of a tax audit, as the auditors do not need to review the data on-site but can do so conveniently from a remote location. This means fewer on-site visits and less organizational effort, which takes the pressure off employees who would otherwise be involved during the audit. Digitizing the transmission process also yields significant time savings and reduces the likelihood of errors. As a result, the time freed up can be focused on other matters.

Once the EuBP add-on and the interface are set up, the verification process is relatively straightforward. You select which data should be transmitted and send it to the German Pension Insurance via the interface. The response is then returned digitally as well.

The euBP enables a digitized form of auditing, though it is not yet fully automated. Employees still actively enter data into the system, but the need to gather data—for example, from paper files or other sources—has been eliminated. Various accounts are selected for transmission and sent electronically. Any necessary corrections are also processed electronically via the interface to the ERP system. This digitization results in significant time savings and reduces the likelihood of errors. Digital auditing also eliminates the need for on-site audits by the authorities, which further streamlines the process.

In general, starting January 1, 2027, data for tax audits must be submitted electronically without exception. We will provide you with the technical infrastructure needed and offer you the best possible support in implementing this requirement. For specific details on the legal situation, please refer to the information provided by the German Pension Insurance or contact a specialized attorney.

https://www.deutsche-rentenversicherung.de/DRV/DE/Experten/Arbeitgeber-und-Steuerberater/elektronisch-unterstuetzte-Betriebspruefung-euBP/euBP 

As an external service provider, XISI specializes in securely transmitting data between companies and government agencies. The data must meet certain standards, which is what this service provider specializes in.

The results will also be provided to you electronically. To make this possible, you must first give your consent and provide an email address.

You can find detailed information about the euBP on the German Pension Insurance website.
 

Your Contact Person:

Peter Teichmann

Customer Care Service
0641-79 41 186
peter.teichmannnoSpam@ordat.com