Q3 VAT return is ready to sign
$3,412 · Due on the 12th
Every sale and cost in the quarter is matched to a receipt. Nothing is left open. Sign it and it is ready to file.
- VAT on sales
- $5,980
- VAT on costs
- −$2,568
- Lines matched
- 412 of 412
SignSLookL
Every client,
one place.
The books build themselves from the bank and the receipts. You review what it was unsure of, answer what only you can, and sign.
Luna Café · InboxYou are an editor · the client pays
Needs you
412 lines booked this month without you
The client owns itThey own the books and pay for the work. You are invited in, never stuck with the bill.
Every line has a sourceEach entry links to the receipt, bank row or rule it came from.
It chases, not youMissing receipts go to the client by mail, and the reply is matched.
Taking on a client.
The work moves from keying rows to reviewing them. More clients per head, at the same fee.
- 01Start their books, or get invitedSet up a client yourself and hand it over by a link, or join when they invite you.
- 02Drop last year’s export and a bank statementThe books are rebuilt from them, before you open the first receipt.
- 03Receipts arrive by mailRead, matched to the payment and booked. Missing ones are asked for.
- 04You review what it was unsure ofEach one with its source and how sure it was. Your change is kept for that client.
- 05Sign what holdsThe month, the VAT return, the year end. Your judgment and your name.
The client pays for their booksabout $87A year, for a small shop. Pages read, judgments and questions, nothing else. Your work in their books is on their bill.
You pay for a seat$0There are no seats. Invite as many colleagues as the client allows. You set your own fee.
FAQ
Does it replace me?
No. It does the rows. You do the judgment, the advice and the signature, for more clients than before.
Who owns the books, and who pays?
The client owns the books and pays for the work done in them. You are invited in as an editor. There is no seat to buy.
Can I set up a client before they sign up?
Yes. Start their books as a draft and work them. They take them over by a link to their email, and you stay on as editor.
How do I know what to check?
Everything it booked alone links to its source. What it was not sure of lands in your inbox, with how sure it was.
Can I bring clients from my current software?
Drop last year’s export and a bank statement, and the books are rebuilt from them.