Reporting deadlines for an accounting firm
A calendar of returns and payments for each client, moves off weekends, reminders and overdue control
Step by step, as in the recording
The voice-over text in English, to find the right moment or read it instead of watching.
- 01
Dozens of clients, each with their own returns and deadlines, and all of it in someone's memory and a spreadsheet. The first screen shows this week's deadlines, what is overdue and what has been filed this month.
- 02
You add a client: tax system, VAT, employees, the responsible accountant. The module shows what the client files and the nearest filing and payment deadlines.
- 03
If there is land tax or another separate tax, you add the return by hand. If a return is not needed, you exclude it with an explanation.
- 04
A new client: a sole proprietor (FOP) in group 3. The "Generate calendar" button, a period, and tasks up to the end of next year are ready, with the deadline already calculated in each one. Running it again duplicates nothing: zero new tasks.
- 05
The VAT return for August. The twentieth of September is a Sunday, so the deadline moves on its own to Monday the twenty-first. The statutory deadline is also kept in the task.
- 06
At the top in red: how many days late we already are. And the calendar shows what is urgent: red is overdue, green with a tick is done.
- 07
You attach the receipt, and the status becomes "Filed" with today's date, while the file stays in the task. Then you enter the receipt number and the tax amount.
- 08
The tax office rejected the return: you set "Rejected", and it is back among the open tasks.
- 09
Reminders arrive in the ERP notification bell, five days and one day before the deadline. And the manager sees what is overdue for each accountant, with a chart.
- 10
A reporting calendar across all clients. The system calculates the deadlines, and the firm sees what is overdue before the tax office reminds it.
Reporting deadlines for accounting firms
A calendar of returns and payments across all clients of an accounting firm: who files what and by which date, the responsible accountant, reminders, a "filed" status and the receipt. Income limit control for the firm's sole proprietor (FOP) clients: import of income from Excel or a bank statement and alerts at 75, 90 and 100% of the limit.
Area: Accounting and taxes. The module is switched on and off for each company separately, with no per-seat licences.
The same, on your data.
The video was recorded on a demo company. Send us a sample document or order and we will show this module on it.