Shopify DATEV Export FAQ and help for ZUGFeRD, GoBD, and XRechnung

Go to Settings and fill in all required fields: company name, address, VAT ID or Steuernummer, and tax mode. Also enter your bank details so they appear on invoices. The dashboard traffic-light system shows what is still missing. Once all lights are green, invoices are created automatically for every new Shopify order.

Yes. Once your settings are configured, HermitTaxDE automatically creates a GoBD-oriented invoice record for every incoming Shopify order. No manual invoice creation is required for normal new orders, but merchants and accountants remain responsible for final review.

Yes. The Entry plan is free and allows up to 10 invoices per month. Core features like ZUGFeRD, DATEV export, and GoBD-safe invoice handling are available immediately. You can upgrade later if you need higher volume or agency features.

HermitTaxDE supports EU VAT ID formats such as Germany, Austria, France, and other standard EU patterns, plus Swiss VAT numbers in the CHE format. Validation checks both the basic format and, for EU numbers, the VIES lookup path where applicable.

If you use the German small-business regulation, VAT is not shown on your invoices. Select the small-business tax mode in Settings so the legally required notice appears automatically on generated invoices.

For eligible B2B cross-border EU sales with a valid customer VAT ID, the tax liability shifts to the buyer. HermitTaxDE detects this through the order VAT information and generates the invoice without VAT, with the correct reverse-charge wording and export treatment.

Usually the format does not match the expected structure. Check that there are no spaces, the country code is correct, and the number of digits is right for your jurisdiction. For Germany, the standard pattern is DE followed by 9 digits.

The VAT ID is used for intra-EU VAT identification. The Steuernummer is issued by the local tax office. At least one of these is usually needed for a complete invoice setup, and some merchants will choose to store both.

Your IBAN and related bank details appear on invoices and help support payment by bank transfer. They are also useful for ZUGFeRD-compatible invoice payloads where payment information is included in the invoice data.

The Leistungsdatum is the delivery or service date required on German invoices. HermitTaxDE uses the order date as the default reference so it appears consistently on the generated invoice output and related invoice data.

ZUGFeRD 2.2 is a German e-invoicing format based on EN 16931. It combines a human-readable PDF invoice with a machine-readable XML attachment so accountants and accounting software can extract the invoice data automatically.

They share the same EN 16931 semantic core, but ZUGFeRD is a hybrid PDF plus XML format while XRechnung is XML-only. HermitTaxDE focuses on the practical merchant workflow by generating ZUGFeRD-compatible invoice outputs for everyday business invoicing.

Yes. In the app, go to Invoice Settings and provide the URL of your company logo. The Shopify app help recommends using a clean PNG or JPEG and keeping the dimensions practical for invoice headers.

Invoices are not edited in place. You cancel the original invoice, and the app creates a cancellation invoice instead. This keeps the archive GoBD-safe and preserves the original record plus the reversal record.

It is the standard export format for importing posting data into DATEV tools. HermitTaxDE generates a DATEV v700 posting batch CSV with the required fields so the merchant or accountant can import the export into the normal DATEV workflow.

No. HermitTaxDE generates the export artifact. The merchant can download the CSV and send it to the accountant, or expose it through a Magic Link so the accountant can download it directly.

Ask your tax advisor. If you do not have them yet, the export can still be generated with placeholder values so your accountant can adjust them on import.

The app ships with standard revenue account defaults such as SKR03 and SKR04 mappings, but these can be changed in Settings if your tax advisor uses different accounts. The safest approach is to confirm the account mapping with the firm before relying on the recurring workflow.

Yes. Export history is kept so batches can be downloaded again later, which helps with audit trails and repeated accountant handoff.

GoBD is the German framework for digital bookkeeping and retention expectations. In practice for this workflow, that means sequential invoice numbering, no retroactive invoice edits, and long-term retention of the relevant financial records.

Because the invoice archive must stay immutable. If an invoice is wrong, the supported route is to cancel it and create the correct follow-up record rather than editing the original document in place.

The public docs describe financial record retention in line with German retention requirements, typically 10 years. Where deletion requests apply, personal data can be redacted while legally required financial records remain preserved.

There are two supported paths: the merchant can download and send the CSV manually, or the merchant can create a Magic Link so the accountant can download export batches directly without Shopify access.

The agency view is meant for agencies and firms managing multiple Shopify stores. It allows centralized monitoring of export setup, invoice workflow status, and handoff readiness across client stores and is tied to the higher plans.

The export is blocked when required fields are missing. Open the dashboard, identify the red blocking items, and use the Fix actions to jump to the relevant settings. The most common causes are missing company name, incomplete address, or missing VAT information.

Usually there were no new orders in that range, setup was incomplete when the orders arrived, or the invoices in that period were already exported. Check the date range and invoice history before assuming the export flow is broken.

Confirm the selected tax mode, your default tax rate, and whether the customer VAT details were valid for reverse charge. Mixed tax rates are supported, but once an invoice exists, you do not edit it in place. Cancel the incorrect invoice and generate the correct record through the proper workflow.

Update the revenue account settings in the DATEV configuration so future exports match the firm’s expectations. Default account assignments work for many merchants, but the final mapping should be signed off by the accountant.

Try reloading the page, clearing browser cache, or reinstalling the app if necessary. If Shopify itself has a platform incident, check the Shopify status page before assuming it is a HermitTaxDE-only problem.

On the free Entry plan, the app stops auto-creating new invoices after 10 per month. Existing invoices and exports stay intact. Upgrading to Professional removes the volume cap, and the counter resets at the start of the next month.

Yes. Shopify app billing can be managed through the Shopify Admin, and access continues until the end of the billing cycle under the normal Shopify subscription flow.

The Entry plan is permanently free up to 10 invoices per month, and the paid plans use the Shopify-managed trial flow for new subscribers.