--- title: How to create an exam for the euBP? description: "**Note** This feature is still under development and is currently available only to beta testers, so it is not yet generally available. If you'd like to test it as well, please feel free to contact our [support team](https://contact.church.tools/contact). The euBP…" url: "https://staging.churchtools.academy/en/help/churchtools-modules/budgets-reports-and-purposes/how-to-create-an-exam-for-the-eubp/" updated: "2026-08-11" category: Finances / Budgets, reports and purposes --- # How to create an exam for the euBP? **Note** This feature is still under development and is currently available only to beta testers, so it is not yet generally available. If you'd like to test it as well, please feel free to contact our [support team](https://contact.church.tools/contact). The euBP is a legally required audit conducted by the German Pension Insurance (DRV). ChurchTools helps you prepare the necessary audit documents. ## Prerequisites For an euBP, certain settings must be configured in the *master data* of the Finances module. ### Company name and number on file Under " *Clients*," enter your *company name* and your 8-digit *company number*. For more information, see the article " [How to add a new client?"](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/19-how-to-add-a-new-client/) **Note** If you manage clients who do not have their own company number, use the alternative sender number (A + 7-digit number) that the DRV has assigned to these clients. ### Mandatory accounts marked Some accounts must be transferred to the DRV during an audit; these are therefore mandatory accounts. You can download the [minimum number of bookings required for an euBP](https://www.deutsche-rentenversicherung.de/SharedDocs/Downloads/DE/Experten/Arbeitgeber-und-Steuerberater/elektronisch-unterstuetzte-betriebspruefung/anlage3_mindestumfang_buch_finanzbuch_01012024) directly from the DRV. **Note** For donations, the subject line is redacted during the account transfer, and donation-related data is not transferred. If you use the SKR03 or SKR42 chart of accounts when creating your chart of accounts, the required accounts are automatically marked as mandatory accounts. This setting is also applied retroactively to systems that have already used these charts of accounts to create their charts of accounts. **Important** **If you use your own chart of accounts or have renamed an account, this automatic highlighting will not occur.** In this case, you must manually mark the necessary accounts as required accounts for euBP. To do this, open them individually in the *master data* under *"Accounts"* and mark them as required accounts. ## Create an exam In the Finances module, navigate to *Reports* (1). Under *Audit Documents* (2), click on *Electronically Supported Tax Audit (euBP)* (3). [![Screenshot: Access euBP under "Reports"](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-18.25.14.png)](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-18.25.14.png) Click the " *Create Exam* " button to open the dialog box for creating a new exam. **Important** You should always wait to take an exam until you have received a notice from the DRV. This usually happens every 4 years. [![Screenshot: Create a test using the button in the upper right corner](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-18.36.40.png)](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-18.36.40.png) In the dialog box, enter a ***Title*** (1) for the exam in the dialog box. As ***Reason for Submission*** (2), *“Tax Audit”* is selected by default. If this reason does not apply to you and you would like to create an audit for other reasons, be sure to contact our [support team](https://contact.church.tools/help) beforehand to discuss the matter. Finally, enter the *deadline* (3) specified in the letter from the DRV. All other fields will be filled in automatically. **Note** The review period ends in the year prior to the reference date and covers a total of 4 years. In accordance with DRV guidelines, the carryover period always includes an additional year prior to the review period, for a total of 5 years. [![Screenshot: "Create Audit" Dialog Box](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-18.46.50.png)](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-18.46.50.png) When you save the exam, it appears in the list of created exams. [![Screenshot: List of created exams](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-19.05.32-1.png)](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-19.05.32-1.png) ## Submit Exam To review the exam one last time before submitting it and make any final adjustments, select it from the list. In the detail view, you'll see the current *status* and the stored *information* for the review at the very top (1). Depending on the response from the DRV, the status can be *"In Progress*," " *Sent*," " *Receipt Confirmed*," " *Complete Review*," or " *Error*." Use the " *Get Status* " button (2) in the upper right corner to manually update the status of the exam. In the ChurchTools chart-of-accounts, the required accounts for euBP are already correctly configured and automatically included in the audit. As soon as you change the chart of accounts or use your own, the audit is your responsibility: You can mark accounts as required accounts in the master data. Use the *“Customize Account Selection”* button (3) to review your selection and edit it if necessary. In the *History* (4), you can review the details of each step. Once you have reviewed everything and entered it correctly, submit the prepared exam documents by clicking the " *Submit"* button (5) in the status bar. Using the *dropdown menu* to the right of it, you can cancel or abort the submission of the exam, depending on its current status. **Note** If you've received confirmation from the DRV that the exam is over but it isn't marked as completed in ChurchTools, you can manually mark it as completed. You'll then be able to open it again. [![Screenshot: Submit Exam](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-19.03.20.png)](https://staging.churchtools.academy/wp-content/uploads/2026/08/CleanShot-2026-07-31-at-19.03.20.png) ## Read more - [Overview Finance](https://staging.churchtools.academy/en/help/churchtools-modules/finance/overview-finance/) - [What reports are available?](https://staging.churchtools.academy/en/help/churchtools-modules/budgets-reports-and-purposes/what-reports-are-available/)