Manage tax clients

The expensive part of tax work is not the filing. It is chasing documents. The Taxes module is built around that.

Add a tax client

1. Open the customer in your customer list, or create a new customer.
2. Tick Manage as tax client. The form shows how many you use, for example Clients: 1 of 1.
3. Save. You see Tax client created.

If your limit is reached, the customer is still saved. The form says that additional clients can be purchased in your plan, and Open plan takes you there. See Extra employees and extra companies.

Work a tax return

1. Open Taxes → Clients and select the client.
2. Choose the country profile. Available are Standard (neutral), Switzerland, Germany, Austria, United States and United Kingdom.
3. Open Tax returns and create the return for the client, the tax type and the tax year. Types are income tax, VAT, corporate tax, partnership return and other.
4. Request the documents from the checklist. The client receives an e-mail with the button Upload documents and can also upload in the app.
5. Move the status forward: Documents requested, Documents received, In progress, Awaiting client approval, Approved by client, Submitted, Assessment received, Closed.
6. Enter hours and fees on the return if you bill them.

Deadlines

Deadlines are shown as Suggestion — to be checked by you. Always check them against the official source before you rely on them.

Overview and export

Overview shows the whole book of clients: what is running, what waits for the client and what is late. Returns can be exported as CSV, PDF and ZIP.

Your clients can see their own file in the app. See Tax clients and trustee clients in the app.