Practice management
Activate Tax & Annual accounts
From Practice management you can activate the service Tax & Annual accounts for your customers.
Watch this movie Bjud in till samarbete (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
Tax & Annual accounts is a web based solution for accounting offices, that helps you increase the efficiency and profitability by distributing and evening the workload. Automated checks and continuous reconciliation during the year will help you achieve higher quality in the financial reporting. Here you can read more about the benefits working with Tax & Annual accounts.
Note that you also can activate Tax & Annual accounts for natural persons. You can read about each variant in Customers - Collaborations.
To be able to activate the services you first need to have a task connected to the customer in Practice management.
Activate the solution from Practice management
- Go to Customers .
- Select the customer you want to activate the solution for.
- Select the tab Collaborations.
- Click on the icon for Tax & Annual accounts.
- Make a selection and choose Activate.
- Select Task.
- Select Activate.
