Practice management

Tax & Annual accounts

By using Tax & Annual accounts in combination with your or your clients' accounting, you get a lot of benefits that we promise will make you extra efficient! Accounting data is transferred continuously without you having to think about it, and if there are supporting documents in the accounts, such as scanned images, these are also included. If needed, you update the information at the touch of a button.

Reconciliation appendices are created automatically, based on data from the accounts, for, among other things, accounts receivable, accounts payable, bad debts, accrual of income and expenses, dormant VAT and fixed assets.

Once the financial statements are finalised, you as an agency can create financial statements vouchers that are automatically entered into the accounting system.

Work with quality

Use the built-in, automated checks to look for deviations. The checks run automatically and warn when something deviates from normal, which does not always mean that something is wrong. Your reconciliations will be safer and faster. In Administration - Templates for auto checks you can create and maintain templates for your own sets of automated controls for multiple customers. The templates can be based on standard company type controls or a specific client's set of controls. There is a lot of time to save when starting up with new customers!

Checklists make it easier to keep track of what has been done, both for you and others. If you work in an agency, you can save checklists and check questions as a template for multiple clients. It saves you a lot of time as you don't have to set up the checklists individually for each customer.

Tax & Annual accounts is bursting with reconciliation appendices that you use to reconcile the most important accounts. If these are not enough, you can of course add your own appendices.

Periodic reconciliations

By working with periodic reconciliations throughout the year, you get a better overview of your customers' operations and can act more quickly on any deviations. As a consultant, you will be supported in preparing for the year-end, and when the time comes, you will save a lot of time. Perfect for when there is most to do!

Submission of the tax return via the Skatteverket's API

The tax forms are automatically filled in with your details and under Year-end closing - Tax forms you have them all in one place. From Submission, the tax return is checked for common errors and when all is complete, you submit the tax return, together with all related tax forms to Skatteverket from here via their API. In order for the tax return to be considered submitted, it needs to be signed by the company's authorised signatory or agent from My Pages at Skatteverket.

Digital signing and submission of annual report

Under the Submission page, you see if the annual report contains any formal errors and you easily run a check against Bolagsverket to ensure that the information is valid. With the inbuilt signature, you can then send the annual report and the minutes of the annual general meeting for signature. The names of the board members and the auditor can be fetched from Bolagsverket on the Signatures page. Once you have sent the annual report for signature, signatories will receive a notification by email. They identify themselves with BankID before signing the document. You can then see the status of each signature directly on the page.

Once the annual report has been signed, you can easily send it and the financial statements approval directly to Bolagsverket. The persons who will sign the financial statements approval and the auditor's report (if applicable) will receive an email with a link. They click on the link, log in using BankID and then sign the documents digitally. The signing must be done within 21 days. The annual report is considered submitted only when these documents have been signed at Bolagsverket.