Keep your private accounts and file your tax
Even the free Basic plan can keep simple accounts, hold your receipts and prepare a tax filing.
A private account is not an empty shell. Accounting, cash and bank balances, reminders, documents and tax filing are all in the free Basic plan; what the paid plans add is the letterbox, automatic reading of receipts, and the ability to issue invoices.
Step by step
- Open Accounting in your private area. The dashboard shows what has been recorded.
- Record what you spend and receive. In Plus and Premium you can photograph a receipt and let IDup read it; in Basic you enter it yourself.
- 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 filing under the tax area, and archive the finished documents there.
If a tax advisor or a trustee helps you
They can connect to you the same way a company does. You then see them in your area picker, exchange messages and documents with them, and they see only what belongs to your mandate — not the rest of your account.
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