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Accountant 1:16

Monthly VAT: client and accountant on the same task

One task, two roles. Every month, the client and their accountant follow the same VAT return. Each one sees what to do, and when.

Open in the appRead the documentation
Here is this month's V.A.T
First step: upload the purchase documents
A supplier invoice, an expense report and a photo of a cash receipt
A purchase becomes an expense
The VAT of each document is picked up in the accountant's report
They appear in the document library and in the month's expenses
The task moves to the next step
A receipt paid in cash makes its VAT deductible straight away
The month's statement feeds the matching of payments
Step 10
The return step is assigned to them
Collected VAT on sales and deductible VAT on purchases give the balance to pay
As soon as the return is ticked, the task closes
Each step stays visible, in order