Keep your private accounts and file your tax
Even the free Basic plan keeps simple accounts, scans receipts and prepares your tax return.
A private account is not an empty shell. Accounting, balances, reminders, documents, receipt scan and tax preparation are all in the free Basic plan.
The paid plans add the Postbox and AI-assisted bookkeeping (Plus), and invoices, assets and real estate (Premium).
Step by step
- Open Accounting in your private area. The dashboard shows what has been recorded.
- Record what you spend and receive. Photograph a receipt and IDup fills in amount, VAT and date. You check the fields and book.
- In Plus and Premium, AI also suggests accounts and bookings.
- Keep the documents in the document area, so the proof is filed with the entry.
- Use Reports for the totals you need at the end of the year.
- Prepare the tax return in the tax area with all documents and figures, and archive the finished documents.
If a tax advisor or a trustee helps you
They can connect to you the same way a company does. You see them in your area picker and exchange messages and documents with them. They see only what belongs to your mandate, not the rest of your account.
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