{"id":20221,"date":"2025-12-26T12:15:46","date_gmt":"2025-12-26T11:15:46","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/guideline-for-accountable-users\/"},"modified":"2026-08-24T17:27:28","modified_gmt":"2026-08-24T15:27:28","slug":"guideline-for-accountable-users","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/guideline-for-accountable-users\/","title":{"rendered":"Guideline for Accountable users"},"content":{"rendered":"<h1 class=\"font-degular\" id=\"h_fbdac863f2\"><b>1. How to create and set up your Accountable account <\/b><\/h1>\n<h2 class=\"font-degular\" id=\"h_f9411d0a8d\">To create an account:<\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Go to <a href=\"https:\/\/www.accountable.eu\" target=\"_blank\" class=\"intercom-content-link font-inter\">www.accountable.eu<\/a> and click on &#8220;Get started for free&#8221;<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1707797420\/bcb8cc3126c5f508c78863f0c1c8\/Screenshot+2025-09-03+at+15_19_27.png?expires=1787637600&amp;signature=e937b46dc3d8c4448a5d72b8945a40ff5833d5c0e69bd1f4e2174540bee1eb54&amp;req=dScnEc53moVdWfMW3nq%2BgZcRVmCcMwi6K%2FGowilgzyE735blMC4IBhbwrim3%0ARAGR0U8fX6NsLkGcUafGxD3o6go%3D%0A\" width=\"1919\" height=\"1036\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Enter your mail-address and click on continue<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743621673\/ee363dd4d316f0ffdb451f3ea3a5\/Screenshot+2025-09-25+at+10_32_58.png?expires=1787637600&amp;signature=187b4bbce57e834657f28975136ed8caf0ddf9b5131ce2231de45aa1d603e553&amp;req=dScjFc98nIdYWvMW3nq%2BgS2FqSXAoX%2Fp29E8J%2FZL1YQGaETjN%2FD19x9vlUhI%0As5OJZKfQQK%2B8sal1Rk0MxaYAwOI%3D%0A\" width=\"2988\" height=\"1546\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Enter your name<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743621806\/5270a45d8916a19c2c395a9b7f44\/Screenshot+2025-09-25+at+10_33_47.png?expires=1787637600&amp;signature=72f7b76fd1e0ee0ee46415754d9e92ccab658a9651593e044fcccb34892d297c&amp;req=dScjFc98nIlfX%2FMW3nq%2BgaPYh9B8151KpsJeWdwSWAu40mrWmu0oqtBPjlSN%0A78YI%2FtCs8q%2Bhy%2FoIJOIDibBsd2k%3D%0A\" width=\"2988\" height=\"1542\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Enter your family name and click on continue<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743623239\/4ce13315d7d59c3c408e96de9d30\/Screenshot+2025-09-25+at+10_34_53.png?expires=1787637600&amp;signature=616cb86e6d977dacf1c604926a9652ba8c5777745308cc472e2c1d386339d5e4&amp;req=dScjFc98noNcUPMW3nq%2BgamvNIAXTnKh9XlKttfQdZGssHgj8co3TsQKxo1p%0AqFudXpkvvATYXohV4u%2FaME0O0pc%3D%0A\" width=\"2998\" height=\"1550\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select &#8220;yes&#8221; if you are self-employed and &#8220;No&#8221; if you are not. If you don&#8217;t know, click on &#8220;I don&#8217;t know&#8221;.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743623451\/ace4600547b52b6ad0fc2fd30267\/Screenshot+2025-09-25+at+10_35_41.png?expires=1787637600&amp;signature=180bb1a477f5e437714550647b1a51d2d94b3ab618bd747a127ed22705c1a9b4&amp;req=dScjFc98noVaWPMW3nq%2Bgf3jeghpu8NoAxOnEEs3ZnW6JDk%2Fg2pcWprUKY1A%0AutuMWaiAYAYfyxqaVP7SCCvoQT8%3D%0A\" width=\"2984\" height=\"1566\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select if you have been self-employed less than a year of for over a year. Select &#8220;I don&#8217;t know&#8221;, if you don&#8217;t remember.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743614393\/eb18ee569ead0a6c3af2e6499a6c\/Screenshot+2025-09-25+at+10_28_56.png?expires=1787637600&amp;signature=97bb8fa6112d2cf949eca45413dd4c6e0a315f483af60eee0f64175f78ef97b3&amp;req=dScjFc9%2FmYJWWvMW3nq%2BgfEDstrGec6BHinbAk9rG5rYMlEwaEvVrS0iv4aL%0AKOzTXTm%2B8e244shsn8%2Bf56ctklo%3D%0A\" width=\"2990\" height=\"1546\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Do you have a sole proprietorship, company or are you a student self-employed?<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743614965\/8641db0571202cb8109c3623f61b\/Screenshot+2025-09-25+at+10_29_20.png?expires=1787637600&amp;signature=b5469f0f7d179797ee4e550cd1c58fc2d1c5528e1604b68d08fa96ffd2cb7801&amp;req=dScjFc9%2FmYhZXPMW3nq%2BgQlfa1aSWDB9ux698WKRGDe9T6NU9VzzAJiIDB2I%0Ac5McrrkjLCPTC%2BsucioYf9kulIE%3D%0A\" width=\"2986\" height=\"1550\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select &#8220;non of the businesses below is mine, enter vat-number manually&#8221;. <\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743616941\/ee2f1c0a7ba501343d6160faa282\/Screenshot+2025-09-25+at+10_30_03.png?expires=1787637600&amp;signature=7e0cac59e7e6800f2585b228d45686dafb4ca1176b16afa0520611a69a48aa01&amp;req=dScjFc9%2Fm4hbWPMW3nq%2BgfnzuqES5FNeclqR9%2B34o240i1hJrEQ16gNc1vY7%0ARfEzNNbeFawcXOuMte7XyOUjUgk%3D%0A\" width=\"2990\" height=\"1554\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Enter your VAT-number and select continue<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743618993\/ba363e276d600d570554285feaa3\/Screenshot+2025-09-25+at+10_31_36.png?expires=1787637600&amp;signature=8d90ff1b3089c9ed3df250df33bbbe7abc0d883f0985b4fc044abc41c7f2d20f&amp;req=dScjFc9%2FlYhWWvMW3nq%2Bgajg9kO2dJX6g2jx9rGcqEWPYDBViCKjLL68ppyA%0ADICHcWW7X8sZUc4uKJNkFZbz6YU%3D%0A\" width=\"2990\" height=\"1550\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Are you &#8220;principal\/complementary&#8221; self-employed?<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743625328\/4c7205a937ec6cac365bdf8c5ee4\/Screenshot+2025-09-25+at+10_36_33.png?expires=1787637600&amp;signature=7529768f13807ed0a328b2697c1da1e21de2bc9e439fac6018252a376dbf168b&amp;req=dScjFc98mIJdUfMW3nq%2BgbTf3DFnto%2BTE64iaHSlg0DdUjq0EMGbmjY%2Bw3fu%0A4e2tQRATyNcfHv%2F0YblOxHNQtJA%3D%0A\" width=\"3004\" height=\"1546\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select whether you are fully self-employed or if this is your secondary activity.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743628580\/8579149234652e2e2b3b6f54262a\/Screenshot+2025-09-25+at+10_38_44.png?expires=1787637600&amp;signature=e772ecfa7e6229093d0cf000ea870c376d39fe53fef1fc5766fbdf2d698c8067&amp;req=dScjFc98lYRXWfMW3nq%2BgY%2Fi0rsjA7Lum%2BSyIuHx3%2BZvpv%2FjHo%2BZJe8HnD5T%0ATtROy%2BU0ANxJrDAPyDP8khIpv7I%3D%0A\" width=\"2994\" height=\"1542\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select how many days per week you work as self-employed.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743631764\/b518a8bebc170580929388f36e5d\/Screenshot+2025-09-25+at+10_41_10.png?expires=1787637600&amp;signature=05f2a12fbeedb7fa9515de5b3eb2664ccf74db6584ed40040e175db38bcd1863&amp;req=dScjFc99nIZZXfMW3nq%2BgTTxZSYbR30dChRroIBXfpF6WB8UcN7G7cwK5BfQ%0AG2G%2B7wffW9Ll0la%2B6ZYrAmR23gU%3D%0A\" width=\"3002\" height=\"1544\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Are you subject to VAT? If not, select if you requested a VAT franchise or full exemption. ( For more information about the franchisee status, read the article <i>\u2018<a href=\"https:\/\/help.accountable.eu\/en\/articles\/8891274-everything-you-need-to-know-about-the-vat-franchisee-status\" target=\"_blank\" class=\"intercom-content-link font-inter\">Everything You Need to Know About the VAT Franchisee Status<\/a>\u2019)<\/i><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743639384\/bb12796974ebe418e563c8181576\/Screenshot+2025-09-25+at+10_47_17.png?expires=1787637600&amp;signature=2d548b1c08924315fa515bfcaef82ebeadabc19434f88e92cf3549aea1b129b7&amp;req=dScjFc99lIJXXfMW3nq%2BgRdiE3DT3D4ZUSxlhWDEbpvB5gm2hj1I2QwzIiUr%0AyV6rubuUzdGJ7v2clR4UyMX0t%2Bk%3D%0A\" width=\"2996\" height=\"1538\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select your profession, or skip this question.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743643129\/f1bbae79ea477ad3c3f558f3d4d0\/Screenshot+2025-09-25+at+10_50_03.png?expires=1787637600&amp;signature=6718ac835a96ac7bda0ccdd40bde445b97ba1013bfde1bbf58497c7342723a0a&amp;req=dScjFc96noBdUPMW3nq%2BgUUhGYJlon1s3akRGlFVcQkihJUHJ0YGtxjSNW6a%0AIoMwyb1AUDesEn7ssxwq0C4bMtA%3D%0A\" width=\"3000\" height=\"1526\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Use your promo code if you have one. On the right-hand side, you\u2019ll sometimes also find a free promo code provided by Accountable.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1743647653\/f4a22a3e0f8728bce0f7740dd509\/Screenshot+2025-09-25+at+10_50_49.png?expires=1787637600&amp;signature=7ad049d91319ca6664111f4be657ce814088237a4d430b4da255e2e7563b10ff&amp;req=dScjFc96modaWvMW3nq%2BgWqZBAk%2FWtqYblz54XkNVrDBP3auXphe2bNfFGpq%0Ar%2BuvgoXVczANfcNux5w9J57dZpE%3D%0A\" width=\"3004\" height=\"1536\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Choose a password for your Accountable account. Do not share this password with anyone.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745729737\/03789235e1a6f98e39866d1f4bba\/Screenshot+2025-09-26+at+09_43_51.png?expires=1787637600&amp;signature=675ebf90950792d26289058f35d5618c72deb54fdcfe8f168f3bc5aba6254046&amp;req=dScjE858lIZcXvMW3nq%2BgYhVAxZDE%2Fn260wZssC5B5VCEs%2BXhlngLSPS0NBy%0A%2BWLeSyR%2FQ1FU6ROo9B%2BsVi%2FHLl8%3D%0A\" width=\"2986\" height=\"1688\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<h2 class=\"font-degular\" id=\"h_6626b7e04e\">Get Your Accountable Settings Ready<\/h2>\n<p class=\"no-margin font-inter\">After setting your password and clicking <b>\u201cContinue\u201d<\/b>, you will be redirected to the Accountable home screen. To configure your settings correctly, follow these steps:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on <b>\u201cAccount \u2192 Settings\u201d<\/b> in the bottom-left corner of the screen<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745799668\/c5fba319ce61c5083d337370406d\/Screenshot+2025-09-26+at+10_29_29.png?expires=1787637600&amp;signature=a7045bce00dd8a0f9ec67d27d0ce65d67de3a79cab4d1de3d6f7b3b5e35cf5cd&amp;req=dScjE853lIdZUfMW3nq%2BgeITaN6HrWanCQNXD5R3sQj4kA2%2F9%2FHH8wq1596f%0ARsD7q9unpoBQeI%2FkjVjUK5UvZpM%3D%0A\" width=\"3018\" height=\"1702\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on <b><i>Personal Details<\/i><\/b> and enter all your personal, company, and bank information. Most fields will be filled in automatically based on your answers when creating your account. Please review everything and make sure your address and VAT number are also entered correctly.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745799517\/26df64bfea97c458428d1d7e3fa2\/Screenshot+2025-09-26+at+10_36_32.png?expires=1787637600&amp;signature=784166e9b04aff03af7c9bbb8d0b2fac3456ed28b3a2be499da2053a6cf17b7b&amp;req=dScjE853lIReXvMW3nq%2BgZFNc5TRPxYqkN%2B%2F%2BNz%2Bo9pOlhDurelMDNTbejye%0AOtxZK1K4fI6OY7PneFL1hcUMOlU%3D%0A\" width=\"3002\" height=\"1700\" style=\"height: auto;\"><\/div>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">By scrolling down, you\u2019ll see the option <b>\u201cE-mail Alias.\u201d<\/b> You can add up to three email addresses from which you can send invoices to <b><a href=\"https:\/\/s\" target=\"_blank\" class=\"intercom-content-link font-inter\">revenues@accountable.eu<\/a><\/b> or <b><a target=\"_blank\" class=\"intercom-content-link font-inter\">expenses@accountable.eu<\/a><\/b>.<br \/>\u200b<br \/>Invoices sent from these email aliases to those addresses will be imported directly into your Accountable account.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745803295\/3a14749ac2f61b0f518edb116a49\/Screenshot+2025-09-26+at+10_39_14.png?expires=1787637600&amp;signature=18700083c76ee619746859ddae88c83cd9dcf6884a0185389a1de169c69e3e3f&amp;req=dScjE8F%2BnoNWXPMW3nq%2BgUStCjvQDKnq%2FKZvVmNIqc3vt0v9Ul20IPkqtntx%0AkC02I3cbQjVHzOoZDm5eTta1CuE%3D%0A\" width=\"2986\" height=\"1688\" style=\"height: auto;\"><\/div>\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Under <b><i>Login Methods<\/i><\/b>, you can enable 2FA or add other login options.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745855264\/841d29d74e39ea2ed49419903ba8\/Screenshot+2025-09-26+at+11_11_01.png?expires=1787637600&amp;signature=40dbf831901acda1c2c57d9e5d2f108ea14a0a2436b8d25cf571634472305534&amp;req=dScjE8F7mINZXfMW3nq%2BgVxnyIpwKiVf%2FncPPotXyMW2hlUT9OXIs5V%2BFj1l%0AUKd3eDZfPsjHxiSZU9p9CUwTKJU%3D%0A\" width=\"2996\" height=\"1672\" style=\"height: auto;\"><\/div>\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Under the <b>\u201cTaxes\u201d<\/b> tab, you can edit your tax settings. Choose the method for profit estimation. Accountable recommends selecting <b>\u201cExtrapolation\u201d<\/b>, especially if your account has been active for some time and invoices have already been uploaded to your account.<br \/>\u200b<br \/>Choose your VAT type and decide whether you want to make income tax prepayments. You can read more about income tax prepayments in this <a href=\"https:\/\/help.accountable.eu\/en\/articles\/6771499-all-you-need-to-know-about-income-tax-prepayments\" target=\"_blank\" class=\"intercom-content-link font-inter\">article<\/a>.<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6771499-all-you-need-to-know-about-income-tax-prepayments\" target=\"_blank\" class=\"intercom-content-link font-inter\">All you need to know about income tax prepayments<\/a><\/b><i>\u2019<\/i> for more information about income tax prepayments.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\u200b<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745881177\/8f0e3e29bbdbb5c7ea416ebf54fc\/Screenshot+2025-09-26+at+11_26_10.png?expires=1787637600&amp;signature=2b77c68738371df69b1d94571d2909f819ad1dcdb35f287a19220e5e6e9c9cad&amp;req=dScjE8F2nIBYXvMW3nq%2BgbEsbQ3Y%2F9qoudfHW%2BaRlR%2BkfyolIQ27XcjxKNtX%0AGXwW9l%2Fq%2Ft0XvPC6sICECwKrM9M%3D%0A\" width=\"2506\" height=\"1606\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #d7efdc80; border-color: #1bb15733;\">\n<p class=\"intercom-align-center no-margin font-inter\"><i>Extrapolation<\/i> means estimating or concluding something based on the assumption that existing trends will continue or that the current method remains applicable.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The <b><i>Invoice Reminders<\/i><\/b> tab is a simple tool to automate and streamline sending reminders for unpaid invoices to your clients. Customize it with the text and variables you prefer. Once set up, you can use it directly from the <i>Revenue<\/i> screen.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745887000\/748a33a64d999b363d6d81bdc795\/Screenshot+2025-09-26+at+11_27_15.png?expires=1787637600&amp;signature=d5f6f7a75aa05f8f1aab786a56a8c9f422575b0c27de60b0d8644101758d2012&amp;req=dScjE8F2moFfWfMW3nq%2BgUqrz8mJVk7uesV42iRK%2FhzLp05jRVw706Qsvwgy%0AorqilroEF4%2Fi4wC2poMzB2l24VE%3D%0A\" width=\"2522\" height=\"1684\" style=\"height: auto;\"><\/div>\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Under the <b><i>Peppol Invoicing<\/i><\/b> tab, you can register for Peppol for free with Accountable. Starting in 2026, all B2B invoices will be required to be sent through Peppol. You can read more about how to register for Peppol <a href=\"https:\/\/help.accountable.eu\/en\/articles\/11106031-how-to-register-on-the-peppol-network\" target=\"_blank\" class=\"intercom-content-link font-inter\">here<\/a>.<br \/>\u200b<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745900726\/cb1ffaeb777b40ea7bf920743b1d\/Screenshot+2025-09-26+at+11_35_32.png?expires=1787637600&amp;signature=46050ac2cd891731356147e1cf997dc13608889343edb6f0fb25506b4a5b9f08&amp;req=dScjE8B%2BnYZdX%2FMW3nq%2BgeC%2B7RqWkChNxoN8jVlDlqrMa9%2BqehiQ9fJFt8wA%0AWs036VRoS38R5XoV7808a5WJhN4%3D%0A\" width=\"2484\" height=\"1384\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745900946\/a08c5a0febbb4dc677538e23068d\/Screenshot+2025-09-26+at+11_36_39.png?expires=1787637600&amp;signature=c3d5d697a8d68c03b524f755a2193f2b1ba857e9a4768ab9ef74b1556f6a9daf&amp;req=dScjE8B%2BnYhbX%2FMW3nq%2BgZNfm6IFoPtyhEOcGkJzqrr0FVAAypEBRCkb%2BS6A%0AMBsNkqWTIulp56lmudz1o29vvLw%3D%0A\" width=\"1810\" height=\"1508\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Under the <b><i>Data Access<\/i><\/b> tab, you can grant access to people such as your accountant or tax coach. Click on <i>Give Access to Someone<\/i> and enter their email address. They will then receive an email with instructions to add you as their client.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745904862\/631648e66ebf8f509f07cd42e187\/Screenshot+2025-09-26+at+11_38_44.png?expires=1787637600&amp;signature=bdd47c7b5fdf9373b3a11985eeb8634ac1414b2839af6841b8e34922ad4f16c1&amp;req=dScjE8B%2BmYlZW%2FMW3nq%2Bgcv3GoNmZu0QZgbaPLDxY7Fe5Wia%2BP1uTGPz8gcg%0AjwCtqZ%2Be%2FpX0nq7fuZy3Xt8UgmI%3D%0A\" width=\"2462\" height=\"1326\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745909332\/63912e041a646d58cfeb2449eb2e\/Screenshot+2025-09-26+at+11_40_10.png?expires=1787637600&amp;signature=4d8c8f9114d3e3d974c187387113e0208d00e6568af08ae025c4dba5d6d66ae9&amp;req=dScjE8B%2BlIJcW%2FMW3nq%2BgS0uXjYVnvjxBXmuiN3nIy9bPuGJgN1qwaVCywhn%0A6v%2BEwKFbtbbADMmf2yOdnvMwIvw%3D%0A\" width=\"2476\" height=\"1382\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\"><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6491204-how-can-i-give-my-accountant-access-to-my-documents\" target=\"_blank\" class=\"intercom-content-link font-inter\">Article: How can I give my accountant access to my documents?<\/a><\/p>\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Under the <b><i>Cars<\/i><\/b> tab, you can add your vehicles. Make sure to select the correct VAT deductibility for each car. The chosen percentage will then be automatically applied to all future invoices related to that vehicle.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745919602\/dcaf87b888773be557fe6296602b\/Screenshot+2025-09-26+at+11_47_02.png?expires=1787637600&amp;signature=d0dd3c1888d56a72525241affcb91e6533725baae8098efaa12047ac0c66751a&amp;req=dScjE8B%2FlIdfW%2FMW3nq%2BgVzaM4HMrk1Fx6qmufd5j3XEaAO7%2FDECzajye8sv%0A6IEuMw4aRp%2BI%2Bj7GZ8FQx0Nb2Ho%3D%0A\" width=\"2432\" height=\"1392\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1745919831\/8de3dc9753c1813501ace6038f46\/Screenshot+2025-09-26+at+11_47_37.png?expires=1787637600&amp;signature=36288a4bdbddf11f6d422bbee42fa5b364aa313202fada7dded2e951a6be5362&amp;req=dScjE8B%2FlIlcWPMW3nq%2BgXbEA207EdzioSutxf0I11E3n6dd3kEqkriKQp%2FP%0AdY8RGv%2B6pjXbAfIBWjmMMGJvOu4%3D%0A\" width=\"1840\" height=\"1478\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746151562\/5793a84f18f86002b9f3bd8000ff\/Screenshot-2B2025-06-26-2Bat-2B11_59_43.png?expires=1787637600&amp;signature=2c98251a52291d2690b751aad8312ae450b3a246fdc3314a679519f819617c97&amp;req=dScjEMh7nIRZW%2FMW3nq%2BgYhKGMUDUun%2BlbssgfMqYVUSOMB8F8L1UeRUhqd1%0A9UtBCct%2Fvr28ZTBLknoagfRV7qw%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/11660752-step-by-step-guide-encoding-a-new-car-purchase-in-accountable\" target=\"_blank\" class=\"intercom-content-link font-inter\">Step-by-step guide: Encoding a new car purchase in Accountable<\/a><i>\u2019<\/i> for more information about encoding cars.<\/p>\n<\/div>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Under the <b><i>Bank Settings<\/i><\/b> tab, you can connect your current bank account to your Accountable account. Once connected, all received payments and paid invoices will automatically be marked as paid. You\u2019ll also see all your transactions on the Banking page.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746140856\/bf7dede4401c224fbbb9e1bef84b\/Screenshot+2025-09-26+at+13_55_57.png?expires=1787637600&amp;signature=5edb9096e63c07c80ecae45bdb462ac54f9d0dc54a0363e5ff73b095293ae87f&amp;req=dScjEMh6nYlaX%2FMW3nq%2Bge9wnMBFzyZIgcsUjJnYg7Gz7REK%2B51rX8kfrgJh%0AO%2BLANAc9KwaryJ4KBjvkiHSuijY%3D%0A\" width=\"2484\" height=\"1370\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746142024\/588afdc200820be1b91066d97e3c\/Screenshot+2025-09-26+at+13_59_09.png?expires=1787637600&amp;signature=0d0eb24526c3e87cde78ecce391a728a699f343cd462e708980dce7f1fe6d66f&amp;req=dScjEMh6n4FdXfMW3nq%2BgY3Twi4aAcu4Zpjo6b%2Fj6sJeWWtJQP6iU5O1U%2BZK%0AGK2at4ltPHJFXMKyju%2FBBt9impE%3D%0A\" width=\"2152\" height=\"630\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746142292\/12637fc8490eb870ba5575d1a0f9\/Screenshot+2025-09-26+at+13_59_20.png?expires=1787637600&amp;signature=fefaafcd3a4ade76fbbe145706d619d4464dca72fadcdf9553069f156567d7d3&amp;req=dScjEMh6n4NWW%2FMW3nq%2BgT3efddgB%2BjoF3jOB62PgFDgVL%2B0PtJ610jbAs%2By%0ATtZtwnu3Mw%2Bu3zYaR7l1W2Pe0qQ%3D%0A\" width=\"2370\" height=\"1682\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<h1 class=\"font-degular\" id=\"h_a4e0f828a0\"><b>2. How to manage your expenses \ud83d\udcb8<\/b><\/h1>\n<p class=\"no-margin font-inter\">As your own accountant, you have the ability to manage and validate your expenses. Here\u2019s how to do it step by step:<\/p>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_8e2fc3f127\"><b>2.1. Uploading expenses \ud83d\udce4<\/b><\/h2>\n<p class=\"no-margin font-inter\">To upload expenses:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on <b>Upload expenses<\/b>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746183734\/486a36f98e663f1db1957802c9e0\/Screenshot+2025-09-26+at+14_18_26.png?expires=1787637600&amp;signature=8952521eab73cc5f2762cc0d3630fa7deca93bc62ee10444283de9854efd0b5a&amp;req=dScjEMh2noZcXfMW3nq%2BgaJZwXnnWX5X%2BHflcIJpNnWWWWvr25CPLv0BmaVj%0Adn6hpQf3lkIHzdU8TLStEreHL00%3D%0A\" width=\"2988\" height=\"1692\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Then, click on <b>Select a file<\/b> and choose one or more expenses to upload.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746185601\/0310d521c8f064664221cceac3da\/Screenshot+2025-09-26+at+14_19_31.png?expires=1787637600&amp;signature=cecd50b4f767629267b1c1328a3cbd8c19f2afb78e1e73860f1b4d686375c50d&amp;req=dScjEMh2mIdfWPMW3nq%2BgQEIMdJMIo7Y50cpiaM%2FTgoeedsoItjC6UDS0GKg%0AxdbncRiNJ5upZcYJQMinZVGJFSU%3D%0A\" width=\"2998\" height=\"1668\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_18abe2e066\"><b>2.2. Creating manual expenses or credit notes \ud83d\udcdd<\/b><\/h2>\n<p class=\"no-margin font-inter\">If you need to create an expense manually or a credit note:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>three dots<\/b> (options menu) to create an expense or credit note manually.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1626971745\/a60fe69f15350ab7672e657a2364\/Screenshot%2B2025-06-05%2Bat%2B11_55_20.png?expires=1787637600&amp;signature=af9b36c4633ebb9e4e6da3372c7a93cb11020a52d750843aa8257d00540b9238&amp;req=dSYlEMB5nIZbXPMW3nq%2BgeMi30ei8503MFDRfNOObnX64SJL5OdGN8HwWJ%2B2%0AzAUgKzD6VmC6olZrpINfYZL%2FS%2Bw%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<h2 id=\"h_1af80ac305\" class=\"intercom-align-center font-degular\">Read the following articles to learn how to record expenses:<\/h2>\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/5763540-how-to-record-purchases-within-the-european-union\" target=\"_blank\" class=\"intercom-content-link font-inter\">\ud83d\uded2 How to record purchases within the European Union?<\/a><\/b><i>\u2019<\/i> for more information about encoding expenses.<br \/>\u200b<br \/>Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/5763482-how-to-encode-my-expenses-outside-the-european-union\" target=\"_blank\" class=\"intercom-content-link font-inter\">\ud83d\uded2 How to encode my expenses outside the European Union?<\/a><\/b><i>\u2019<\/i> for more information about encoding expenses.<br \/>\u200b<\/p>\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/10304940-how-to-add-expenses-in-other-currencies\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to add expenses in other currencies<\/a><\/b><i>\u2019<\/i> for more information about encoding expenses.<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/11646430-add-recurring-expenses-in-accountable\" target=\"_blank\" class=\"intercom-content-link font-inter\">Add recurring expenses in Accountable<\/a><\/b><i>\u2019<\/i> for more information about encoding expenses.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_1a823c9e85\"><b>2.3. Viewing the expense dashboard \ud83d\udcca<\/b><\/h2>\n<p class=\"no-margin font-inter\">For a complete overview of your expenses:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>chart icon<\/b> to access the dashboard.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1626971744\/0d28cb144ce9300e81a7715eb1a5\/Screenshot%2B2025-06-05%2Bat%2B12_01_35.png?expires=1787637600&amp;signature=65210e9ca61aeb43a545dd74da13bdacf245996b921d310b942e47b391eba3a1&amp;req=dSYlEMB5nIZbXfMW3nq%2BgUye08qf2rBlu1bf0mGFqUaktwr%2FXUQC2zNxe4ag%0A48yskvCjU94THEtrlM7%2FTKzrq5k%3D%0A\"><\/div>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">This will give you a full overview of all expenses categorized by suppliers and categories.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1626971750\/8be8895495426a82c348079e4cde\/Screenshot%2B2025-06-05%2Bat%2B12_03_38.png?expires=1787637600&amp;signature=bd97296bc00641391b2e927b2f534a78836fc9386781d5c05a73c46355cb84b5&amp;req=dSYlEMB5nIZaWfMW3nq%2BgdGaPCE8tJYYFRkplZnAehOFE3NdKIEC0KPEcfWB%0AkobMQeeN00K5gQiwxg%2FXrKUu9C0%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_90fafa0c41\"><b>2.4. Viewing deductible costs and quarterly overview \ud83d\udcbc<\/b><\/h2>\n<p class=\"no-margin font-inter\">On the left side of the page:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You\u2019ll find an overview of <b>deductible costs<\/b> for the current year.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Next to it, you will see the amount related to the <b>current quarter<\/b>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1626971743\/96fad3162bf143580ccd8d6a031d\/Screenshot%2B2025-06-05%2Bat%2B12_04_28.png?expires=1787637600&amp;signature=e0d8e388f0b0ef48afddd87c4a5cd765b9bec5e58b5a97298d587e4cb4393bf4&amp;req=dSYlEMB5nIZbWvMW3nq%2BgX3mOWYx8BNpGD6JZlmu2nVBJ0n4i8lxQBp%2BuSEH%0AqKaB90iJ08dXarW817%2FGyCGAa8s%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_24c987ef2e\"><b>2.5. Filtering expenses \ud83d\udd0d<\/b><\/h2>\n<p class=\"no-margin font-inter\">To filter expenses by different criteria:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>filter icon<\/b> to select from various filter options, helping you sort expenses based on your needs.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1626971756\/9cc25cce6441aa95a9bc1d15cd04\/Screenshot%2B2025-06-05%2Bat%2B12_07_09.png?expires=1787637600&amp;signature=af2543198ae5f04ff3ce1838b12cc1c7fec129c811fb0dc17f464408bc2cc7be&amp;req=dSYlEMB5nIZaX%2FMW3nq%2BgWSkcWkMbdfa96BJys%2B6%2F%2FJkvhhfZtpeZ%2BdDVeNU%0Ax11KxYmu55eyNFNh7WRiS2vlHV8%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_784e73718b\"><b>2.6. How to link a payment to your expense?<\/b><\/h2>\n<p class=\"no-margin font-inter\">You can link a payment in two ways:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>From the bank screen<\/b>: Find the transaction and link it directly to the matching expense.<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>From the expense itself<\/b>: After adding the expense, scroll down and click on <b>&#8220;How was this expense paid?&#8221;<\/b> Then select the matching transaction with the same amount.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1626971749\/5f26a0a0c9e7cf142562a89a4ba9\/Screenshot%2B2025-06-17%2Bat%2B12_59_12.png?expires=1787637600&amp;signature=969dfd34bdc01b9f042c62cf239fd118c6499a7c1667a9cdffd7c31f3b5f92ac&amp;req=dSYlEMB5nIZbUPMW3nq%2BgU7B0UhDHYU2rfCRZ0NWRUqnyoxRMANY2IxhNemr%0Ad4EWzEBDfclPICFTTXaO9jCzsik%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<hr>\n<h1 class=\"font-degular\" id=\"h_d756d1a66a\"><b>3. How to manage your revenue \ud83d\udcb0<\/b><\/h1>\n<h2 class=\"font-degular\" id=\"h_6114bb1faa\"><b>3.1. Create revenue invoice \ud83e\uddfe<\/b><\/h2>\n<h4 id=\"h_c794ccd73a\">-&gt; To create revenue invoices, follow these steps:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<h4 id=\"h_c794ccd73a\"><b>Click on \u201cCreate invoice\u201d.<\/b><\/h4>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746189080\/177252ce3e3bb55b393859a5c734\/Screenshot+2025-09-26+at+14_21_04.png?expires=1787637600&amp;signature=cf7a0b2744a1c9fbb8b62a7197325fd3af540244986e403fe05a9333ea077096&amp;req=dScjEMh2lIFXWfMW3nq%2BgcXfso4S1ZKWgjLd49vtjpgeRx97fmrjQudh6ZJ%2B%0AR%2FPvKhB0VYd7%2B6MeUalM8EyeyhY%3D%0A\" width=\"3010\" height=\"1686\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>From there, you can add a client.<\/b><br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746190348\/62ae4e41e28172c4dad705a9e39c\/Screenshot+2025-09-26+at+14_21_59.png?expires=1787637600&amp;signature=853018972d0427c65ae149963f644bdaa9fe1c7cc16ea8bd133350fe7e36972a&amp;req=dScjEMh3nYJbUfMW3nq%2BgQdAp9TyPanfWv63WA0yDDw0qKZvJmzvFxUTZcGU%0ADt44bGqDWOv7oF7Zs4EOyZWTg9c%3D%0A\" width=\"2994\" height=\"1694\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746193842\/b6eb7e28754a9c86b14b1a8fd0fa\/Screenshot+2025-09-26+at+14_22_52.png?expires=1787637600&amp;signature=38b2fc9fa8fdb7f63ed7e4422bcfd906c405b13e49462c288e5e02e5c61bf5cc&amp;req=dScjEMh3nolbW%2FMW3nq%2BgdlrIyqYZC4k8Q7Ur9omrieyHUzYBL6ZEHg3pK7t%0AMLwekfx5cw%2B18FaTGe9WuKguWcE%3D%0A\" width=\"1634\" height=\"1510\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<h4 id=\"h_16c1312281\"><b>Either choose an existing client or create a new one.<\/b><\/h4>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660183673\/3e3aa3e111100a77d9df21b450f6\/Screenshot%2B2025-06-05%2Bat%2B14_02_49.png?expires=1787637600&amp;signature=1d55166feb42e93edcc6bb091971011e4e67aaffe710617f01e3a91567cf4650&amp;req=dSYhFsh2nodYWvMW3nq%2BgVajXhi8wXUKHzj6oxQIVPub%2BexkqPVMmfN0H4%2FG%0Aol4xC29nKxaKTHCqCpBpKK64HXs%3D%0A\"><\/div>\n<h4 id=\"h_bf13de9ff1\"><b>-&gt; <\/b>When adding an item to the revenue invoice, you need to:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add a name to the item.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Optionally, add a description.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select the right category and add the price.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\"><b>Categories<\/b>:<\/p>\n<ol>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Sale of goods<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Sale of services<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Income from real estate rental<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Income from donations<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Copyright revenue<\/p>\n<\/li>\n<\/ol>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/10750423-everything-you-need-to-know-about-copyright-in-belgium\" target=\"_blank\" class=\"intercom-content-link font-inter\">Everything you need to know about copyright in Belgium<\/a><i>\u2019<\/i> for more information about copyright income.<\/p>\n<\/div>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">There is also an option to select from the price list, where you have everything set up, including the name, category, and price.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660184097\/3f001935e75c645eb64479bf95c4\/Screenshot%2B2025-06-05%2Bat%2B14_09_44.png?expires=1787637600&amp;signature=d2ca3b23459feda935f674ff89156225469f814699aa84dc0dcb9f57d7aa1621&amp;req=dSYhFsh2mYFWXvMW3nq%2BgQF0yFkcYwkA6yU8C%2F2F8H7iA%2BpDy8izVZEB9XWk%0AkAA%2BZT5lEENuKoewWmbv6YoTs7o%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1758321082\/83081285513343c1774f9c83bb5e\/Screenshot+2025-10-03+at+11_01_57.png?expires=1787637600&amp;signature=6720638c330dcdb15f38f58b3364dd2becd4c3437bb90b90ae08a65d53c9b4b3&amp;req=dSciHsp8nIFXW%2FMW3nq%2BgZ9S0UALwZLQjlJXOdN2u1kggj1K6aafKh4SUVhS%0A8Dz6alV1PWTHvaTcUl6qj51gDEo%3D%0A\" width=\"1908\" height=\"1212\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<h4 id=\"h_54d03d2bc9\">-&gt; After the invoice is done, you have various options:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Save the invoice and send it to the client.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Save it and quit, etc.<br \/>\u200b<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660185405\/0fca7fd1349fcca95cdd1b4e7001\/Screenshot%2B2025-06-05%2Bat%2B14_14_44.png?expires=1787637600&amp;signature=9ba0773b85d1c9b49aced745a9c5c737243521fc4aaaf9113f5de8b6a5e2a3d4&amp;req=dSYhFsh2mIVfXPMW3nq%2Bgc7%2FmuwaoVT0VIPKOkBdczziM%2Bs44vvrgyCcFS0E%0AbN8G5SNJKRorhpky3zP4A3vlV7E%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h4 id=\"h_f76499d52d\">-&gt; Save &amp; prepare to send<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Once the invoice is ready you can click on save &amp; prepare to send<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">In order to <b>send the invoice through Peppol<\/b>, you need to click on &#8220;Send invoice via Peppol&#8221; to activate it. <\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<a href=\"https:\/\/help.accountable.eu\/en\/articles\/11106031-how-to-register-on-the-peppol-network\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to Register on the Peppol Network<\/a>\u2019<\/i> for more information about Peppol.<br \/>\u200b<br \/>Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/9759438-how-to-send-invoices-via-peppol-with-accountable\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to send invoices via Peppol with Accountable<\/a><i>\u2019<\/i> for more information about Peppol.<\/p>\n<\/div>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The same applies if you want to send the invoice via email. However, you need to ensure that the client\u2019s email is entered.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660186447\/1b6b83108949827989039673976e\/Screenshot%2B2025-06-12%2Bat%2B14_42_02.png?expires=1787637600&amp;signature=e7783c34b83babc10605f07a5bec38eb4fde63b89fbce3d711bf7d35535e1afe&amp;req=dSYhFsh2m4VbXvMW3nq%2BgVrwMc9jLRLb7roiETc43AAtvfoGvHTftg4iFM0u%0Ah0FXhQYu2bJdv%2BBxwOPVLJs%2BbJs%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h4 id=\"h_8e79f1d7c2\">-&gt; Save &amp; quit<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">In case you just want to save the invoice but not send it yet, you can simply click on Save &amp; quit.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660191632\/b3608afbac17fd4490f35981c4ae\/Screenshot%2B2025-06-18%2Bat%2B14_59_44.png?expires=1787637600&amp;signature=441a43ff64478b05722fc349353030205d477d772e644a1594decc47807e23bb&amp;req=dSYhFsh3nIdcW%2FMW3nq%2BgY5lprXehsZHZnc%2Bh0FEZdvq7zVRpp7CBcxjAQPj%0AWM94ldzytWJclLrnul4g4c%2FJVx4%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h4 id=\"h_3f78a0b6af\">-&gt; Status: not sent!<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">If the revenue invoice is marked as not sent, it means it is a draft invoice and won&#8217;t be considered in your client\u2019s revenue.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">If the invoice was sent via external email, you can simply mark it as sent by clicking on the tick icon \u2705.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Alternatively, you can click on the email emoji \ud83d\udce7 to send it directly to the client.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660570823\/fddab7d10b62c3312f2070de6271\/Screenshot%2B2025-06-18%2Bat%2B15_03_49.png?expires=1787637600&amp;signature=9bf7cbac2fbb8f7c7da39db404c567fa85b8add59b80af0a7585157c9312c4a5&amp;req=dSYhFsx5nYldWvMW3nq%2Bge2GA3yiA4zbkJyxAeZoQU%2B88boB0fDjZDkCRPat%0AED4CQldRGRwuFX5tyf%2Bg0cz1Yz8%3D%0A\"><\/div>\n<h4 id=\"h_ec92118055\"><\/h4>\n<h4 id=\"h_ec92118055\">-&gt; The <b>revenue invoice<\/b> can also be linked to the payment afterward.<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">To do this, you need to click on the revenue invoice.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660572388\/930e9615eb3c74b7da5f95d7f479\/Screenshot%2B2025-06-17%2Bat%2B13_17_36.png?expires=1787637600&amp;signature=0cfd58e5e4d51fb4f8b7bb5ca69a182a7761758eaa8934e65bf181500ba3474c&amp;req=dSYhFsx5n4JXUfMW3nq%2BgTPvSpy8nm2EVNNkpPRuvRUtH8g6kfKQOHpsIUYi%0APu3dxPWTvSy4tMKb8IQbU2yoVp4%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h4 id=\"h_55d880da69\"><b>-&gt; <\/b>You also have the option for <b>\u201cQuote\u201d<\/b> where you can create quotes before generating an invoice and send it to your client.<\/h4>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660573231\/23b13891e151f64f74b05ffaee1b\/Screenshot%2B2025-06-05%2Bat%2B14_16_12.png?expires=1787637600&amp;signature=e60103536dcaac843d6cb31d2e5e268e2922cbfec927ffd12699c7805b00dd7a&amp;req=dSYhFsx5noNcWPMW3nq%2BgR%2FzZLzDEsdOycTmYhwUALBkLO5Gsu8axwYlChy7%0Ai4JcTaNrCxoWOMQaQhKIPUjGp%2BM%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660573808\/d93d64fff183ec804b6e3b7a8976\/Screenshot%2B2025-06-05%2Bat%2B14_16_56.png?expires=1787637600&amp;signature=f3033742a385e89e09be754d2cad0d6950f457a64a11c39f9ed595623655a6e8&amp;req=dSYhFsx5nolfUfMW3nq%2BgdXySI7EIdBNAj572Bl2PYymmAm1hM8M%2BwNB4fSL%0AvekpKvx1OjNsa2yRFK4NhCI%2BXho%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746196412\/45d22fc8d8c326d4d5f40d0323bd\/Screenshot+2025-09-26+at+14_24_49.png?expires=1787637600&amp;signature=fac9a5717d0250b788b3f0a73782790421961c7c0734eac91fc4c372ed1fec9c&amp;req=dScjEMh3m4VeW%2FMW3nq%2Bgevyt%2FfzIun2TXpRuOjarQwGD%2F3J%2BmQO1VHcLmem%0AzpDhif%2B8RoWRh8bjzmdwlZc8mWE%3D%0A\" width=\"2490\" height=\"1678\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<h4 id=\"h_819ad44875\"><b>Once the quote is accepted, you can click on \u201cMake it an invoice\u201d to automatically create an invoice from it.<\/b><\/h4>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660575185\/163be9c6e62b0a2cac5387ece20a\/Screenshot%2B2025-06-05%2Bat%2B14_17_33.png?expires=1787637600&amp;signature=6c64c1f0e8b85fab741c5bf16c6d2b69312564d1baf49b0d7d583e58eae09cfc&amp;req=dSYhFsx5mIBXXPMW3nq%2BgZP%2B5bfApA5maPZQxQ7Wv4WzMWEE98EYo8R88VFU%0AyacxonW35wknHpYlEFDkWor8WaE%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6740381-what-you-should-know-about-quotes\" target=\"_blank\" class=\"intercom-content-link font-inter\">What you should know about quotes<\/a><i>\u2019<\/i> for more information about Quotes.<\/p>\n<\/div>\n<h4 id=\"h_6f0a522378\"><b>-&gt; <\/b>As on expenses page, once you click on the <b>three dots in the income page<\/b>, you have the option to:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Import invoice<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Create credit note<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Import credit note<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add a non-invoice revenue (ticket)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Create a quote<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Schedule a recurring invoice<br \/>\u200b<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660576397\/8f926594c62cfdb16244be0767fc\/Screenshot%2B2025-06-05%2Bat%2B14_30_35.png?expires=1787637600&amp;signature=60edeea02b4e9d3f4336f3b63ac2b7809d5fb9ab1b29d84e402e688f55f8e4a3&amp;req=dSYhFsx5m4JWXvMW3nq%2BgVvtyeGZNk8Fs8PVWwuMb8FHrbOiy%2Bp2SV2mIK41%0AAmm%2FoBSqnEGqrnlNjWkfjhZS7mo%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h4 id=\"h_90781a0fe9\">\u2192 Adding a non-invoice revenue:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can use this feature if you make over-the-counter sales without invoices. Examples include a doctor or physiotherapist recording revenue, or a small shop owner recording a sale. For this type of sale, the name and address of your client\u2019s client are not required. This feature applies to revenue under 250 euros, except when it\u2019s for a daily receipt book.<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can also use this feature to add entries from your client&#8217;s daily receipt book.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/10184378-how-to-keep-a-cash-book-and-a-receipt-book\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to keep a cash book and a receipt book<\/a><i>\u2019<\/i> for more information about receipt books.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660577262\/cb45a65cc7d1cd9045739ee3bbaa\/Screenshot%2B2025-06-18%2Bat%2B15_19_56.png?expires=1787637600&amp;signature=a05d125a68d150d631a66d7d2b7782d0c88c2d931cde1e4a8f6984f4755b70e9&amp;req=dSYhFsx5moNZW%2FMW3nq%2BgTD1f11f0jCiHQ4tj5qfoB1aw%2ByKDsyoqSek6dEI%0AV%2F1IV75HjWKQ0aLGq1gCfrXR8ho%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660577480\/94c0bd5cc03b7c8dbd15a14843ae\/Screenshot%2B2025-06-18%2Bat%2B15_20_33.png?expires=1787637600&amp;signature=db840bdcf0d961b3e324a76055cf1a26c20de25e6e7157e79f2cf513a83f484a&amp;req=dSYhFsx5moVXWfMW3nq%2BgQPzrvdpG9YA%2BKFb%2BCrUqEJWd%2FguAn8hKUJlllkH%0AM7lip3KwowxODU3WkStf0OcfQGs%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Other income such as subsidies (taxable\/non-taxable), insurance payouts, indemnities &amp; aid, or donations can also be added as non-invoice revenue. See the categories below:<\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746176207\/ecdc060cc2cadcaa242dd6613a8a\/Screenshot+2025-09-26+at+14_15_04.png?expires=1787637600&amp;signature=30bd67de25844423f794441b68fb0afaa85d72647cd2246b1f65e367ffd279b6&amp;req=dScjEMh5m4NfXvMW3nq%2BgdhKNEvpRPRtIwUCyChZ%2BGIE1NaUOxopc3v2P%2F34%0Aj4kjzvJIz8Wa%2Bq5zb%2FxNEDY0ttg%3D%0A\" width=\"2478\" height=\"1526\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746176860\/f4dd57f1882992064b542020bec6\/Screenshot+2025-09-26+at+14_15_10.png?expires=1787637600&amp;signature=563c1b42269c438656843334b4a241eb7173656152ef6fe5d9b2fd5b197c7866&amp;req=dScjEMh5m4lZWfMW3nq%2BgTNa9Wcy1TJl2bO7052bHZGcaVLa2PVGK9wcbTsl%0Ay1dBPw%2BON1KGeN5aTO4vGG8rf6U%3D%0A\" width=\"2472\" height=\"1528\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746177093\/9db5db9126aa29ae5f279c82ce4a\/Screenshot+2025-09-26+at+14_15_16.png?expires=1787637600&amp;signature=090be4ef374e9c12355d95dc3b08c5cafe120994950afa670d7bf353e9536cb7&amp;req=dScjEMh5moFWWvMW3nq%2Bgb0NFRlJsNXjDd0I8mw9eEcAPQQ1MMm%2FLpT4nC%2By%0AkDvX35261r9Q5enMdFEhojXV0LE%3D%0A\" width=\"2476\" height=\"1538\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746177361\/886f54e11a0c11609479bea8d40f\/Screenshot+2025-09-26+at+14_15_21.png?expires=1787637600&amp;signature=bb5e549066c9cdd2ccf44faac9373ac3f46045ba8fbbc937a938812ae55b68d9&amp;req=dScjEMh5moJZWPMW3nq%2BgbiS6uuLm9Kl5uiT%2Frz8tC9bUtZ3r6j7rcdOFDqZ%0ALAQ66VQ1coZNnl7SRu7xKTSQQgA%3D%0A\" width=\"2472\" height=\"1530\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\u200b <\/p>\n<\/li>\n<\/ul>\n<h2 class=\"font-degular\" id=\"h_752651be11\"><b>3.2. Viewing the revenue dashboard \ud83d\udcc8<\/b><\/h2>\n<p class=\"no-margin font-inter\">For a complete overview of your revenue:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>chart icon<\/b> in the top right corner on the revenue screen to access the dashboard.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746201320\/5a62324c3e9ca7e45bb337d999ad\/Screenshot+2025-09-26+at+14_27_12.png?expires=1787637600&amp;signature=f68a3a7697584f7c66c510a51fde61d1c74c0733216fdeca5f6df4e365d61b7f&amp;req=dScjEMt%2BnIJdWfMW3nq%2BgepbfWRR8MrQntq0WbqQX7cj3ByusVyDCI8aCF4N%0AflueZh%2BsVGWRDv0sP6uR6QuMc9Q%3D%0A\" width=\"3014\" height=\"1678\" style=\"height: auto;\"><\/div>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746201579\/3d3c93b7dd72757fdfb4fcc916b0\/Screenshot+2025-09-26+at+14_27_49.png?expires=1787637600&amp;signature=471f6075d868c5f968a9b8fa1a31961cf8f405dc1503b65e8b83b5ee8288e5dd&amp;req=dScjEMt%2BnIRYUPMW3nq%2Bgedo9dZOIjn0I%2FaWO1QZZ7bSC5EsusuFmF%2BZjhxB%0Agye0kkM0YHvykHm%2FrVCJIk4yG4w%3D%0A\" width=\"2626\" height=\"1696\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_a9a06b0a59\"><b>3.3. Viewing total revenue and quarterly overview \ud83d\udcc6<\/b><\/h2>\n<h4 id=\"h_a2858ada89\">On the left side of the page, you will see:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">An overview of total revenue excluding VAT for the current year.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Next to it, you will see the amount related to the current quarter.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660583764\/37f314350c1ac7faf4b1360fe615\/Screenshot%2B2025-06-05%2Bat%2B14_36_43.png?expires=1787637600&amp;signature=68858221c640868ad15cf00d526930329f8876177563465529a80a94168c92b3&amp;req=dSYhFsx2noZZXfMW3nq%2BgSXUgMS3fg66%2F1rG8U9cgxP7ZiCrSkt7emG8Nw%2Bj%0AOZA%2F7BnpojqwYIaagZLsT%2FcyqkI%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_f7ca8466fa\"><b>3.4. Filtering revenue \ud83d\udd0e<\/b><\/h2>\n<h4 id=\"h_7d823d3510\">To filter revenue by different criteria:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the filter icon to choose from various filter options, helping you sort revenue based on your needs.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660584725\/8d4c96561e86f3fccdf36af5e114\/Screenshot%2B2025-06-05%2Bat%2B14_39_41.png?expires=1787637600&amp;signature=6969619d78a555886b9ae217f2a290acae96a0c9f24b48d9b48108112dd778b8&amp;req=dSYhFsx2mYZdXPMW3nq%2BgdV1dj7wfVIurzyYiQj6oRXNwZsddHXNb9SXNxIG%0AwdIeBQw7M7y41zyABeqioV7r1RU%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_767bba1d39\"><b>3.5. Managing and editing clients \ud83d\udc64<\/b><\/h2>\n<h4 id=\"h_c9562a4da9\">To manage and edit clients:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Go to \u201cClients\u201d.<\/p>\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can either search for existing clients or click on \u201cAdd a new client\u201d to add a new one.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746206006\/946e4260a2967e93837ddf9949cf\/Screenshot%2B2025-06-05%2Bat%2B14_23_26.png?expires=1787637600&amp;signature=50a3a0925feb5731290a05209eb7405f4081753aa4ccbe09e520034e55e488c5&amp;req=dScjEMt%2Bm4FfX%2FMW3nq%2BgTg2LRHQbRjKY5wRjut03NiIAKIwRsocGnkg5R9q%0Ahd5Vr9FEvlOOGb1Kcvtk%2BAn2Dhg%3D%0A\" width=\"3412\" height=\"1836\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<h4 id=\"h_786d2e65a6\">-&gt; When adding a client, there are 3 types of clients that need to be added correctly:<\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Business or Organisation: For every company, self-employed person, or organisation.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Private individuals or organisations without a VAT number.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Diplomat or diplomatic organisation.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1660584724\/bc55ef8c6dc8145778be23e41f24\/Screenshot%2B2025-06-13%2Bat%2B16_00_28.png?expires=1787637600&amp;signature=eb46a509fe8c38583d7008ae59ca082fb862b8d557112b72937642de3db79e0f&amp;req=dSYhFsx2mYZdXfMW3nq%2BgTKPu0ljWjooIkwpcaYEn896%2F6NcyOmfNs4dJgki%0Aw6HhIVif3L%2BMXcGRBKzEr42wjkA%3D%0A\"><\/div>\n<h2 class=\"font-degular\" id=\"h_9997f324e6\"><\/h2>\n<h2 class=\"font-degular\" id=\"h_09589b00d8\"><b>3.6. Managing the price list \ud83d\udcbc<\/b><\/h2>\n<h3 class=\"font-degular\" id=\"h_cf51e539c3\">To manage the price list:<\/h3>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Go to \u201cPrice list\u201d&#8230;&#8230;.. <\/p>\n<\/li>\n<\/ul>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">From there, you can access the existing price lists, edit them, or add a new price list.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746208603\/fbbe7cd6fbc5389360d7368a5aa0\/Screenshot%2B2025-06-05%2Bat%2B14_28_00.png?expires=1787637600&amp;signature=6d1f26ea5d2afebf44fd8b26b3f09c583ebe7027b99348c5c470a79eee66ae16&amp;req=dScjEMt%2BlYdfWvMW3nq%2Bgcal2quK6PCa0M6k8%2Bdh33gRirzcd000FgM3xrXi%0AOEE78PRu5duRsH8HIOEl%2Fwf9f50%3D%0A\" width=\"3420\" height=\"1848\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<h1 class=\"font-degular\" id=\"h_11512ae345\"><b>4. Overview of the taxes page \ud83e\uddfe<\/b><\/h1>\n<h4 id=\"h_2992d6fa3d\">The <b>Taxes<\/b> page gives you a full overview of all tax obligations for the selected year.<\/h4>\n<h2 class=\"font-degular\" id=\"h_7ed4fd212e\"><b>4.1. Navigating between years \ud83d\udcc5<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">At the top of the page, you can select the year you want to view.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Once a quarter is closed and submitted, it may no longer be visible by default.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746211771\/d062aa6d9b9bc00ce9cbd4b48931\/Screenshot%2B2025-06-05%2Bat%2B15_06_01.png?expires=1787637600&amp;signature=72380734bf75b811da68b1f00101b82ff91980b38697771e0dbbaf8624d103b6&amp;req=dScjEMt%2FnIZYWPMW3nq%2BgVnIWOYapScRxlDJGgVquhqmU7pCssFdzZktSKOv%0APf2CnFFTB1m6%2F5aR2ZDERUjur5w%3D%0A\" width=\"3408\" height=\"1842\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">To view all previous quarters, click on <b>\u201cShow all 20xx\u201d<\/b> in the top-right corner.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">This will make all past quarters visible again.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1746214668\/f7e1a25f3a49a25ede99bc7dac29\/Screenshot%2B2025-06-05%2Bat%2B15_11_24.png?expires=1787637600&amp;signature=b8f93210a5002c654fd2e514e66d3feb0f505b0dee7d0974a3d9059e8903a245&amp;req=dScjEMt%2FmYdZUfMW3nq%2BgRG2g5i7E%2BP3QJc0CQTDNyHYNREEcizN11j1mFAB%0AL%2BH493Jf5HITMSwXc6WssmW8wKE%3D%0A\" width=\"3420\" height=\"1828\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_db09e989af\"><b>4.2. Deadlines \ud83d\udd52<\/b><\/h2>\n<p class=\"no-margin font-inter\">Each tax obligation displays a due date to show when the deadline closes.<\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990026\/d45b49da226ed065945ffda13bc2\/Screenshot%2B2025-06-05%2Bat%2B15_40_13.png?expires=1787637600&amp;signature=91abd380379061d37f571b0c2c21ac05952713c424dfa0d1f343d114ee38d17f&amp;req=dSYuHsB3nYFdX%2FMW3nq%2BgZ5MJH%2Fw5T5QfewL22JSinLDAcYdOjHn3y4cjsAM%0AvdbhRuUIRvmbm0dHKIpP9f1rgyE%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6776070-what-s-your-tax-calendar\" target=\"_blank\" class=\"intercom-content-link font-inter\">What&#8217;s your tax calendar?<\/a><i>\u2019<\/i> for more information about <b>deadlines<\/b>.<\/p>\n<\/div>\n<h2 class=\"font-degular\" id=\"h_908c91fcbe\"><b>4.3. Submitting your VAT return  \ud83d\udcbb<\/b><\/h2>\n<p class=\"no-margin font-inter\"><b>There are two ways to submit your VAT return:<\/b><\/p>\n<ol>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Submit to SPF Finances<\/b> in one click<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Submit manually via Intervat<\/b>\u201d<\/p>\n<\/li>\n<\/ol>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/11721708-how-to-submit-your-vat-declaration-in-one-click\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to submit your VAT declaration in one click?<\/a><\/b><i>\u2019<\/i> for more information about <b>how to submit your VAT return in one click OR manually (video included)<\/b>.<\/p>\n<\/div>\n<div class=\"intercom-h2b-video\"><iframe src=\"https:\/\/www.youtube.com\/embed\/7Aowwrz85DI?rel=0\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen allow=\"autoplay; fullscreen; picture-in-picture; encrypted-media\"><\/iframe><\/div>\n<h2 class=\"font-degular\" id=\"h_605156a92d\"><b>4.4. Managing social contributions \ud83d\udc5b<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can manage social contributions directly from this page.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">When the quarterly amount needs to be adjusted, you can update it here.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6856759-how-are-social-security-contributions-calculated-and-how-to-encode-it\" target=\"_blank\" class=\"intercom-content-link font-inter\">How are social security contributions calculated and how to encode it?<\/a><i>\u2019<\/i> for more information about <b>social contributions<\/b>.<\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990028\/af573aa0934d69a7082c4d0d1afb\/Screenshot%2B2025-06-05%2Bat%2B15_49_24.png?expires=1787637600&amp;signature=f4d073daaa9b510148670806265afd4f7d05dedf3fc304ad36097e7023869435&amp;req=dSYuHsB3nYFdUfMW3nq%2BgZlCW9zAZKog7rJn6nqcbHmkDP4l6A9F7IDAsoNq%0AKCV%2Fs085O34yjnVrCz2rc2LX%2Fow%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990046\/db7c1aa8d6ea0b9123b2251792a4\/Screenshot%2B2025-06-05%2Bat%2B15_49_32.png?expires=1787637600&amp;signature=5f2908fd9041d18428c8d49d20f360765a30df05dcfa2954a1f8ae16c4d49133&amp;req=dSYuHsB3nYFbX%2FMW3nq%2BgWAO6lc5%2B%2B80b%2Bx4%2FFdiivnYAhp36s7xHKjL4rGX%0AucP%2BEyJZxi5lAeJPRfiBC%2F4At9c%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990041\/24de4a39b7c324ba29a477757343\/Screenshot%2B2025-06-05%2Bat%2B15_49_39.png?expires=1787637600&amp;signature=b1a2b0f0f44ae4e8db8297f09f3165424949aca265013d879b432a8f2848bedb&amp;req=dSYuHsB3nYFbWPMW3nq%2BgRKyq8K0JdRLX1htRP2yrItgI1XxL3qdBlVy4Kha%0AODMROured8ic8780YFdmQBDqa%2FY%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6856759-how-are-social-security-contributions-calculated-and-how-to-encode-it\" target=\"_blank\" class=\"intercom-content-link font-inter\">How are social security contributions calculated and how to encode it?<\/a><i>\u2019<\/i> for more information about <b>social contributions<\/b>.<\/p>\n<\/div>\n<h2 class=\"font-degular\" id=\"h_533f015103\"><b>4.5. Managing income tax prepayments \ud83d\udcb3<\/b><\/h2>\n<p class=\"no-margin font-inter\">On the taxes page you will find the estimation the system made for your income tax prepayment. If the estimated amount isn\u2019t accurate, you can adjust it by following these steps: <\/p>\n<ol>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on review.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1756492341\/271f0261d39301fc05589fbf3810\/Screenshot-2B2025-10-02-2Bat-2B11_48_10.png?expires=1787637600&amp;signature=6299116b18c34dc31c9784aed0717dad3ebdac789e68d9a21cbad1bdb25bb859&amp;req=dSciEM13n4JbWPMW3nq%2Bgc1ce1P2bwMvqzRLAcc1VJKf3kSvcYowsrNoepaX%0AUJnUAGGLB1US%2FqGBklYtK4nwZjY%3D%0A\" width=\"490\" height=\"388\" style=\"height: auto;\"><\/div>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">First try to improve the estimation by clicking on &#8220;improve the estimate&#8221;. <br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1756492727\/cccb63d173f5b64b1a1dec71311a\/Screenshot+2025-10-02+at+11_51_27.png?expires=1787637600&amp;signature=a5d06e49829311b9692bc6236dac9745b9b1c0a06077cbee50fc6970b7f5548c&amp;req=dSciEM13n4ZdXvMW3nq%2BgX%2BSNhfCrRDB5ZwA81l6B6soHeq95gl%2FqHROUkuW%0AW%2FHqFSf1WeThzFBCxk9Spkatrmc%3D%0A\" width=\"2566\" height=\"1616\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">If the estimated amount is still not accurate, you can adjust it by clicking on &#8220;mark as paid&#8221;.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1756495223\/b8a19b4f6e28259808d4bbe99741\/Screenshot+2025-10-02+at+11_57_37.png?expires=1787637600&amp;signature=9d9cc33c954d56821aae3f2b549c5a7f4b5dc5e64e52bcdf35713ade7083ce23&amp;req=dSciEM13mINdWvMW3nq%2BgTlwXcInss4DkXu5FjNyCc%2FAk5WYu2Jg0iIRy4Xd%0AqExFDiSHiJ%2Ba4qLYvbJhsS%2FnJG8%3D%0A\" width=\"2606\" height=\"1628\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Now you can enter the true amount you paid for your income tax prepayment.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1756496398\/fa8e17cb3a0a74da6012d4225750\/Screenshot+2025-10-02+at+11_58_23.png?expires=1787637600&amp;signature=d14569729455cfb32785f6bb8daf46060a19b2bd2cfe8e1e131642577ad3c77e&amp;req=dSciEM13m4JWUfMW3nq%2BgfreMNs9IGZ6myNFgWxWCIM1cujXjxAY9FLDrRTV%0AemmoKHxj0JTkyUG8IMIHr%2Bxse7w%3D%0A\" width=\"1380\" height=\"846\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Later on you can still change this by clicking on &#8220;change&#8221;.<br \/>\u200b<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1756497723\/1199663268cce9f465474e637679\/Screenshot+2025-10-02+at+11_59_59.png?expires=1787637600&amp;signature=acce925c29318d4f9e8d652ba2a47c0f9fa04c1a58e5f975942580395e38d33c&amp;req=dSciEM13moZdWvMW3nq%2BgWxoubffH00n6qP91XPIUZUzgomsn87KUNd6vtEE%0Azw4UXKJVE%2BORdDAlTBe4mqcqUfQ%3D%0A\" width=\"2574\" height=\"832\" style=\"height: auto;\"><\/div>\n<\/li>\n<\/ol>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6771499-all-you-need-to-know-about-income-tax-prepayments\" target=\"_blank\" class=\"intercom-content-link font-inter\">All you need to know about income tax prepayments<\/a><\/b><i>\u2019<\/i> for more information about income tax prepayments.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_6312fe80ee\"><b>4.6. Managing client listing \u2699\ufe0f<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can find your <b>client listing<\/b> (if you are required to submit one) in the <b>taxes screen<\/b> of the relevant year.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990029\/e2e18b4529728c307cb8b7271514\/Screenshot%2B2025-06-17%2Bat%2B10_36_46.png?expires=1787637600&amp;signature=a286afcdb4a861b878721e61731c42a33f33f3637ca082df4130d584fbaac7bb&amp;req=dSYuHsB3nYFdUPMW3nq%2BgUsqkZoYoITEX8h4dRU4zs%2FANKVWlYLVM5V4Ue%2Fc%0AU0oGNgHL%2Fqvt2qdhhonlPImGQ2o%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/3807958-when-and-how-do-i-create-an-annual-client-listing\" target=\"_blank\" class=\"intercom-content-link font-inter\">When and how do I create an annual client listing?<\/a><\/b><i>\u2019<\/i> for more information about <b>the client listing<\/b>.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #fed9db80; border-color: #fd3a5733;\">\n<p class=\"intercom-align-center no-margin font-inter\"><b>\u26a0\ufe0f For franchisee or VAT exempt users, you will only see the client listing once you have clients in it. If there are no clients, it won\u2019t appear.<\/b><\/p>\n<p class=\"intercom-align-center no-margin font-inter\">\n<p class=\"intercom-align-center no-margin font-inter\"><b>Unlike VAT-subjected clients, even if there are no clients in the client listing, you will still see 0 clients. This is for the obligation to submit a nihil client listing for those who are subjected to VAT.<\/b><\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_745da37f95\"><b>4.7. Managing intracom listing \u2699\ufe0f<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can find your intercom<b> listing<\/b> ( If you are required to submit one) in the <b>taxes screen<\/b> of the relevant quarter.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990039\/0368c39a8ad1d2fbf8e5b1febe2f\/Screenshot%2B2025-06-17%2Bat%2B10_59_56.png?expires=1787637600&amp;signature=c982d382fe195398194f1b4d23f65ee58f3f05547f6946979eaf2d31e9409ab8&amp;req=dSYuHsB3nYFcUPMW3nq%2Bgep36DnLz6zy9sE%2BTLns3kYtnFXprZuqd31phfml%0AHDq4GSmR9do%2FIY2j0ZEShewnBoA%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6513083-how-and-when-to-submit-the-intra-eu-client-listing\" target=\"_blank\" class=\"intercom-content-link font-inter\">How and when to submit the intra-EU client listing ?<\/a><i>\u2019<\/i> for more information about <b>the intracom listing<\/b>.<\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_3de2c69242\"><b>4.8. Managing special VAT return \u2699\ufe0f<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">For <b>franchisee<\/b> or <b>VAT-exempt<\/b> users, you can find your <b>special VAT return<\/b> in the taxes screen of the relevant quarter. If you don&#8217;t know what a special VAT return is, we suggest you to read through following <a href=\"https:\/\/help.accountable.eu\/en\/articles\/5166759-how-do-i-submit-a-special-vat-return-or-a-declaration-629\" target=\"_blank\" class=\"intercom-content-link font-inter\">article<\/a>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990030\/f87c27065b7620e5f955ee23e1d1\/Screenshot%2B2025-06-17%2Bat%2B12_30_26.png?expires=1787637600&amp;signature=fb19dcd675d5cd99beab83e2dc08445dcfdbe566ada1766540ae392f16cce5d5&amp;req=dSYuHsB3nYFcWfMW3nq%2BgZDeX0zFHKHVncTC3N8nlKTC7%2FAPP5pG1OhaR6L9%0Ap72H8wCFwTkSnVD15VEBsUX6Q1w%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/5166759-how-do-i-submit-a-special-vat-return-or-a-declaration-629\" target=\"_blank\" class=\"intercom-content-link font-inter\">How do I submit a special VAT return or a declaration 629?<\/a><i>\u2019<\/i> for more information about <b>the special VAT return<\/b>.<\/p>\n<\/div>\n<h2 class=\"font-degular\" id=\"h_882431e79d\"><b>4.9<\/b> <b>Submit and pay my yearly income tax<\/b><\/h2>\n<p class=\"no-margin font-inter\">As a Belgian citizen (<b>natural person<\/b>), you must file an annual tax return to declare and pay taxes on your income (personal and . There is only <b>one tax return<\/b> (part 1 and part 2) covering all income sources (employment, self-employment, real estate, investments and all deductions, such as business expenses, health insurance, or donations).<br \/>\u200b<\/p>\n<p class=\"no-margin font-inter\">Taxes are declared on the previous year\u2019s income: for example, your 2024 income must be declared in <b>October 2025<\/b>, with payment due between <b>October 2025 and April 2026<\/b>.<br \/>\u200b<\/p>\n<p class=\"no-margin font-inter\">The declaration can be completed online via <b>Tax-on-web<\/b> until <b>16 October 2025<\/b>.<\/p>\n<p class=\"no-margin font-inter\">Your tax return has two parts:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Part 1<\/b>: Personal income (employment, real estate, etc.) and deductible expenses (e.g. donations). Employment income is usually pre-filled.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Part 2<\/b>: Income and expenses related to self-employed activities.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6186509-how-to-submit-and-pay-my-yearly-income-tax\" target=\"_blank\" class=\"intercom-content-link font-inter\">\ud83c\udde7\ud83c\uddea How to submit and pay my yearly income tax?<\/a><\/b><i>\u2019<\/i> for more information about <b>how to submit and pay your yearly income tax (video included)<\/b>.<\/p>\n<\/div>\n<div class=\"intercom-h2b-video\"><iframe src=\"https:\/\/www.youtube.com\/embed\/lOVHOujOuAw?rel=0\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen allow=\"autoplay; fullscreen; picture-in-picture; encrypted-media\"><\/iframe><\/div>\n<h2 class=\"font-degular\" id=\"h_f7b4e85daf\"><b>4.10. Accessing tax settings \u2699\ufe0f<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<h3 class=\"font-degular\" id=\"h_9fe7443158\"><b>Click the settings icon to open the tax settings page.<\/b> <\/h3>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1557435147\/b9984ae6afb940d241a7330bc273\/Screenshot+2025-06-05+at+15_54_00.png?expires=1787637600&amp;signature=b84893de38702c17d5b2fb4547459e0e963510cb4e01aa6591142da04ba13dd8&amp;req=dSUiEc19mIBbXvMW3nq%2Bgc7%2BsMEwTCrhtXV%2B4qhilm2SEy%2BoS%2BFpNNLuk1r%2F%0AeMDXgaXAZJ9s2Tn%2FtI4QLjSF91I%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<h3 class=\"font-degular\" id=\"h_8686d89149\"><b>From here, you can adjust:<\/b><\/h3>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Profit estimation<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The number you want to see on the tax list<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The year from which to start calculating taxes<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Your VAT type<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Tax prepayment settings<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990056\/29c7e0f0961afcffedac83ac13a0\/Screenshot%2B2025-06-05%2Bat%2B15_54_34.png?expires=1787637600&amp;signature=743a9ad5b401eb8d36fb365eaa2aedeebe3f4625ab73b0573e6cf705693e1615&amp;req=dSYuHsB3nYFaX%2FMW3nq%2BgURY4KY0KjMDgTHCet3OaJ6wnB3su4MZn6m9Qlyy%0AxeWq3bRzEgjmxZOTI6CeVHhiS3A%3D%0A\"><\/div>\n<h1 class=\"font-degular\" id=\"h_5b526f1c69\">4.11. Profit estimation impact \ud83d\udcca<\/h1>\n<p class=\"no-margin font-inter\">Choosing your profit estimate is important, as there are different ways of choosing the profit estimation.<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Each choice will have a different impact on your social contribution and tax prepayments in Accountable, either higher or lower depending on the option selected.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990052\/69bc2659f88598d4234111f1e3fd\/Screenshot%2B2025-06-17%2Bat%2B13_28_17.png?expires=1787637600&amp;signature=9723e7ca81fe87ef7d988a1e11a5276914b8fb1922c942e40a7e18d34e555364&amp;req=dSYuHsB3nYFaW%2FMW3nq%2BgQFRadpZm0uFUbpK3oTKbl%2BP5koq1BjYB23C3PxT%0AI9j5qK06PRZc13YCKLIIUZ%2Fe8%2B0%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">This also impacts the tax banner on the taxes page, showing the tax profit for the current year and the full-year income tax based on your profit input.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990044\/282dd76b2a5a1e47c043ac70e203\/Screenshot%2B2025-06-17%2Bat%2B15_27_41.png?expires=1787637600&amp;signature=60accba56e2c5487a17e07f5f61505f434872166f4286f6ec3cfe96906a3fd96&amp;req=dSYuHsB3nYFbXfMW3nq%2Bgd7DPJADZYDequKinWg0of6mNhNA6uaG2ADLcZYz%0AK4pPo58BZs%2BamyN9%2B632rA7sqfA%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The same applies to the bank screen banner, which also impacts the cash availability.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990033\/309237f2dbb30eabc5e797df857d\/Screenshot%2B2025-06-17%2Bat%2B15_29_18.png?expires=1787637600&amp;signature=81c09651f21dbc3444f29eab1a08dba5bb2ba4bd61ab84e8d1663ad026ae0a1e&amp;req=dSYuHsB3nYFcWvMW3nq%2BgQsgN9VNwGOR267pnpzTDy3cvRXygKG%2BuQO74AeF%0AobMfOwYzwt6IQPAJbAblCaOoq5Y%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_04c4724359\"><b>4.12. Profit &amp; Loss overview \ud83d\udcca<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click the chart icon to view a summary of your yearly profit and loss.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990034\/b44eab769e484ede21ff162adea9\/Screenshot%2B2025-06-05%2Bat%2B16_00_23.png?expires=1787637600&amp;signature=0f780561afa18b8e168a3ce61387923d08f0a9343e116c8e43e3c26901487441&amp;req=dSYuHsB3nYFcXfMW3nq%2BgVrvcd6jreb6hb44xjar1cXLP86FjCYvpPdXNPEc%0AI9vcjmcijCWjEzD8Uc6pCiIxq%2Bk%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1698990036\/1e9bbc7626c5359447c785906cc0\/Screenshot%2B2025-06-05%2Bat%2B16_00_51.png?expires=1787637600&amp;signature=2770e64d796fda87d3324895b380a16667598aeecd71b5f853bccd94d9d1afeb&amp;req=dSYuHsB3nYFcX%2FMW3nq%2BgRzJq99gOGl%2FO0LfpZ1lqdWMwBHGpdhj6xRnTrR3%0AAIfQcvYVSRJglgr2iAx%2B%2BBUX%2BGc%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_f534a50348\"><b>5. Overview of the Bank page \ud83c\udfe6<\/b><\/h1>\n<ul>\n<li class=\"font-inter\">\n<h4 id=\"h_6b0517702d\"><b>On this page, you can view all bank transactions linked to your account.<\/b><\/h4>\n<\/li>\n<li class=\"font-inter\">\n<h4 id=\"h_5cdb1d75d6\"><b>Each transaction can be:<\/b><\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Linked to an existing <b>revenue<\/b> or <b>expense<\/b> invoice.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Categorized manually under a suitable category (e.g., <b>VAT payment<\/b>, <b>VAT return<\/b>, etc.).<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1699025276\/329043d23ccd5bb111eb95aff14d\/Screenshot%2B2025-06-06%2Bat%2B14_33_14.png?expires=1787637600&amp;signature=3a7a1202c55c8136e58207e71bb2f4b17a76e829cb0c585c9b0353e318bc9ee6&amp;req=dSYuH8l8mINYX%2FMW3nq%2BgVbX9%2FXjleZtRfliQEcGpQDW7y6szE%2BWg8q8LY6d%0AFBJS10oDsJXGcDgL6uh6ZtvjA8c%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\u200b<\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/2625735-connect-your-bank-account-to-accountable\" target=\"_blank\" class=\"intercom-content-link font-inter\">Connect your bank account to Accountable<\/a><i>\u2019<\/i> for more information about <b>how to connect your bank<\/b>.<\/p>\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/8340195-how-to-import-previous-bank-transactions\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to import previous bank transactions<\/a><i>\u2019<\/i> for more information about <b>the bank page.<\/b><\/p>\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><a href=\"https:\/\/help.accountable.eu\/en\/articles\/10742399-i-accidentally-deleted-a-payment-how-can-i-restore-it\" target=\"_blank\" class=\"intercom-content-link font-inter\">I accidentally deleted a payment, how can I restore it?<\/a><i>\u2019<\/i> for more information about <b>the bank page.<\/b><\/p>\n<\/div>\n<hr>\n<h1 class=\"font-degular\" id=\"h_c2803f15ce\"><b>6. Managing the Amortisation table \ud83e\uddee<\/b><\/h1>\n<ul>\n<li class=\"font-inter\">\n<h4 id=\"h_1b47aa6ee3\"><b>From here, you can access your amortisation table.<\/b><\/h4>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1558988260\/c3b1f42c8a79c015f065b4d9159b\/Screenshot+2025-06-06+at+14_33_47.png?expires=1787637600&amp;signature=4ff75e8e0000fbf0e61578c42cf5cb90e0659db76df6fb74b1b6be8772abd6f0&amp;req=dSUiHsB2lYNZWfMW3nq%2BgcPoeXnNpvtWSw0iGcFbeZgu35cSBOtkqoVI%2FKGC%0AXpwplj7qHvOVYITiX1CLh1plcUc%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<h4 id=\"h_8cf661cd1e\"><b>By clicking on an asset, you can mark it as:<\/b><\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Broken or lost<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Sold<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1699025274\/0c44c3a72cbccc8880cf3d1e374a\/Screenshot%2B2025-06-06%2Bat%2B14_34_17.png?expires=1787637600&amp;signature=91f478622f818bc90ea1bf621467779e855a01a3c1e8715a21fb49cdbb2088b1&amp;req=dSYuH8l8mINYXfMW3nq%2Bge0RwrPG18dOMogsxBW7BlqCYdnVIKK9CuU897cI%0ApNF4XTB6v2ZDj5xYVdvKco4evwE%3D%0A\"><\/div>\n<ul>\n<li class=\"font-inter\">\n<h4 id=\"h_111092bd64\"><b>Via the three dots, you can:<\/b><\/h4>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">View the <b>linked expense<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Delete the <b>asset<\/b> if needed<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1699025278\/1482c35605bd2018778cfa1d5acd\/Screenshot%2B2025-06-06%2Bat%2B14_41_19.png?expires=1787637600&amp;signature=b6bbc6e5a995029392a7c74fbe9be1ea0d4ef6ca2a265e8f7ae4cbd269a532ea&amp;req=dSYuH8l8mINYUfMW3nq%2BgRzhoas6lcoDYUMmgBGz4F47pKIQe1lv4WFT%2FtsR%0AT6SI5WfCGTK9KSKFowWgnigRgw8%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6386338-how-to-manage-assets-and-amortization?q=amortization\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to manage assets and amortization?<\/a><\/b><i>\u2019<\/i> for more information about <b>the amortization table.<\/b><\/p>\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/8867160-how-to-add-my-existing-assets-under-amortization-in-accountable\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to add my existing assets under amortization in Accountable?<\/a><\/b><i>\u2019<\/i> for more information about <b>the amortization table.<\/b><\/p>\n<\/div>\n<hr>\n<h1 class=\"font-degular\" id=\"h_c09512ac76\"><b>7. Exporting documents \ud83d\udcc1<\/b><\/h1>\n<p class=\"no-margin font-inter\">You&#8217;ll probably want to access your data outside the app: sharing with your trusted accountant, running some personal analyses on Google Sheets, use-cases are legion. So, we built the export function to make it work for you.<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on \u201cMore\u201d \u2192 \u201cExport your data\u201d to download your data. You can choose from different export options and select a specific period.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1699025275\/c64506917b05688cdd848c8990bc\/Screenshot%2B2025-06-06%2Bat%2B14_43_31.png?expires=1787637600&amp;signature=8d80d8b9836e2aa298ca556806604c0ebd5cc9361b11ddea1af09f2b5cfbef36&amp;req=dSYuH8l8mINYXPMW3nq%2BgRjpxZjTWzWPEfPj7gFdcopq4zMDb%2BgVSNlW9nMg%0Aaoq17fI2k03PmK6WVBSIZoCcKZs%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #fed9db80; border-color: #fd3a5733;\">\n<p class=\"intercom-align-center no-margin font-inter\"><b>\u26a0\ufe0f Important: The export from the \u201cExport your data\u201d page includes only documents linked to the calendar year, not the quarter. This means that if you encode a document from 2024 and links it to Q1 2025, it will not be included in the 2025 export, but rather in the 2024 export. To export documents based on your quarterly linkage, you must do so via the VAT return page.<\/b> <\/p>\n<\/div>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">To export documents based on quarterly linkage, this must be done via the VAT return page.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1699025280\/24f7ccd29964becbe0257f0b437f\/Screenshot%2B2025-06-06%2Bat%2B14_45_44.png?expires=1787637600&amp;signature=aa410d603ff169cb2975adfc0a43334d865ee0b7809a53715e505b33e2caca1e&amp;req=dSYuH8l8mINXWfMW3nq%2BgTmSdmybH2FH14XferYudErqiBw5QuFuEWpER6nQ%0AI3Ss%2FghJTW35x3kY7LufxPF0JDM%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/2625762-export-your-data\" target=\"_blank\" class=\"intercom-content-link font-inter\">Export your data<\/a><\/b><i>\u2019<\/i> for more information about <b>exporting your data.<\/b><\/p>\n<\/div>\n<h1 class=\"font-degular\" id=\"h_7e3d2fe5fa\">8.How to download and understand the Profit &amp; Loss (P&amp;L) report<\/h1>\n<p class=\"no-margin font-inter\">The Profit &amp; Loss (P&amp;L) report is a handy tool, especially when processing your income tax declarations. It provides a clear overview of your financial performance over a specific period, detailing income, expenses, and profit.<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">To download the P&amp;L, simply click on \u201c<b>More<\/b>\u201d \u2192 \u201c<b>Export your data<\/b>\u201d to download your P&amp;L. Don\u2019t forget to add the needed period before exporting!<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1699035063\/ed4120184658e4ab816568c1890a\/Screenshot%2B2025-06-06%2Bat%2B14_43_31.png?expires=1787637600&amp;signature=d51608052aba5da901fcb434d9b461e231a1cac76613af32f38846bc2c24f6e1&amp;req=dSYuH8l9mIFZWvMW3nq%2BgZmC4nt2I689tKvuLUeIELKj2SVnb8NJNGqzofxj%0A2OioIaaBj2mYPpJVi9cOnoRe2dk%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The Excel file provides a detailed breakdown of the financial data, making it easier to analyse and prepare the necessary documentation for tax filings.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/1699035060\/5de784d68516184660370aae63b1\/Screenshot%2B2025-06-19%2Bat%2B11_06_27.png?expires=1787637600&amp;signature=486139f985ae0f937654af9327a5f4be94554b4810e5e9c39777fb047eaf24d7&amp;req=dSYuH8l9mIFZWfMW3nq%2BgaZ3n4WLz5iHHqSR84ANPYu0xFON%2Bx7cw1Cf6J3%2B%0AlDscEOZ%2BMlPwtPFhn4FrNKSpc0c%3D%0A\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #feedaf80; border-color: #fbc91633;\">\n<p class=\"intercom-align-center no-margin font-inter\">Read the article <i>\u2018<\/i><b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/6020115-how-to-read-your-p-l-file\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to read your P&amp;L file<\/a><\/b><i>\u2019<\/i> for more information about <b>reading your data.<\/b><\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_0935cc5adb\">9. How to use the AI Tax Advisor and contact our tax coaches<\/h1>\n<p class=\"no-margin font-inter\">With Accountable, you get <b>instant support right inside your app, 24\/7<\/b>, with answers tailored to your bookkeeping data. Two tools to help you:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The <b>AI Tax Advisor<\/b>, available directly on your home screen<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">A <b>tax coach<\/b> (a member of our team), available depending on your plan<\/p>\n<\/li>\n<\/ul>\n<hr>\n<h2 class=\"font-degular\" id=\"h_e45415f99f\">\u2728 AI Tax Advisor<\/h2>\n<p class=\"no-margin font-inter\">The <b>AI Tax Advisor<\/b> is one of the fastest ways to get an answer to your tax, accounting, or app-related questions. You can ask anything and even upload photos or documents.<br \/>\u200b<\/p>\n<p class=\"no-margin font-inter\"><b>\ud83d\udccd Where to find it?<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>On the app<\/b>: go to the <b>Home<\/b> tab, the AI Tax Advisor sits directly in the right-hand panel.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>On web<\/b>: go to the <b>Home<\/b> tab &gt; <b>AI Tax Advisor<\/b>.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">The AI Tax Advisor can (with your permission) read the info already in your app, your expenses, revenues, and tax deadlines, so it can tailor the answer to you.<\/p>\n<p class=\"no-margin font-inter\">\u200b\ud83d\udc49 It always asks before accessing anything, and you control what&#8217;s shared each time. You can keep it on <i>&#8220;Ask each time&#8221;<\/i> if you prefer.<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\ud83d\ude80 When you open the AI Tax Advisor, you&#8217;ll see suggested prompts to get you started. You&#8217;re not limited to them, feel free to ask any tax, accounting, or app-related question.<br \/>\u200b<\/p>\n<p class=\"no-margin font-inter\"><b>\u270d\ufe0f A few tips to write great questions:<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">\ud83c\udfaf <b>Be specific<\/b>: add a goal + period (e.g. &#8220;this quarter&#8221;, &#8220;for 2025&#8221;).<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">\ud83d\udcdd <b>Add context<\/b>: your activity, your status (self-employed \/ new self-employed \/ student \/ one-person company).<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">1\ufe0f\u20e3 <b>Ask one thing at a time<\/b> when possible.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">\u2705 <b>Use action words<\/b>: &#8220;list the steps&#8221;, &#8220;give a checklist&#8221;, &#8220;estimate&#8221;.<\/p>\n<\/li>\n<\/ul>\n<hr>\n<h2 class=\"font-degular\" id=\"h_f5a58d90a4\">\ud83d\ude4b Getting access to a tax coach<\/h2>\n<p class=\"no-margin font-inter\">Access to our <b>tax coaches<\/b> depends on your plan. Three scenarios:<\/p>\n<h4 id=\"h_dee5542c1d\"><b>1\/ \u2705 Direct access to a tax coach<\/b><\/h4>\n<p class=\"no-margin font-inter\"><b>Tax coach<\/b>.<\/p>\n<p class=\"no-margin font-inter\">This applies if you:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Have a Max subscription<\/i><\/b><i> (Pro Max and Grow Max included)<\/i><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Use our Accountable Banking pro account<\/i><\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Are an accountant<\/i><\/b><\/p>\n<\/li>\n<\/ul>\n<h4 id=\"h_9d3a2259be\"><b>2\/ \ud83d\udcac Access to a tax coach through the AI Tax Advisor<\/b><\/h4>\n<p class=\"no-margin font-inter\">You can ask to talk to a tax coach directly inside the AI Tax Advisor chat, it&#8217;ll redirect you to a member of the team in the same window, without losing the context of your conversation.<\/p>\n<p class=\"no-margin font-inter\">This applies if you&#8217;re on one of these plans:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Taxes<\/i><\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Bookkeeping<\/i><\/b><i> (only if you&#8217;re a franchisee or VAT-exempt)<\/i><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><i>Previous plans <b>Basic<\/b>, <b>Pro<\/b> and <b>Grow<\/b><\/i><\/p>\n<\/li>\n<\/ul>\n<h4 id=\"h_51fc13517f\">3\/ \u2709\ufe0f No direct access to a tax coach<\/h4>\n<p class=\"no-margin font-inter\">For these plans, direct contact with a tax coach isn&#8217;t included, but you can always reach us by email if you need help.<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">This applies if you&#8217;re on one of these plans:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Free Invoicing<\/i><\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Invoicing Plus<\/i><\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Bookkeeping<\/i><\/b><i> (if you&#8217;re subject to VAT)<\/i><\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\ud83d\udca1 <b>Want to upgrade?<\/b> You can change your plan at any time from your settings to unlock access to tax coaches.<\/p>\n<hr>\n<p class=\"no-margin font-inter\">Once your tax coach replies, you&#8217;ll find the message under the <b>Messages<\/b> tab. Replies can take a bit longer to arrive: these are real team members, not AI. \ud83d\ude0a<\/p>\n<hr>\n<h2 class=\"font-degular\" id=\"h_898535ec37\">\ud83d\udccb Summary<\/h2>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #e3e7fa80; padding: 8px;\">\n<p class=\"no-margin font-inter\">\u2705 Direct access to a tax coach<\/p>\n<\/td>\n<td style=\"background-color: #e3e7fa80; border-left: 1px solid #c6c9c0; padding: 8px;\">\n<p class=\"no-margin font-inter\">\ud83d\udcac Access through the AI Tax Advisor<\/p>\n<\/td>\n<td style=\"background-color: #e3e7fa80; border-left: 1px solid #c6c9c0; padding: 8px;\">\n<p class=\"no-margin font-inter\">\ud83d\udeab No access to a tax coach<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #c6c9c0; padding: 8px;\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Max<\/b> subscription (Pro Max &amp; Grow Max included)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Accountable Banking<\/b> users<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Accountants<\/b><\/p>\n<\/li>\n<\/ul>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0; border-top: 1px solid #c6c9c0; padding: 8px;\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Taxes<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Bookkeeping<\/b> (franchisee or VAT-exempt)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Legacy plans <b>Basic<\/b>, <b>Pro<\/b>, <b>Grow<\/b><\/p>\n<\/li>\n<\/ul>\n<\/td>\n<td style=\"border-left: 1px solid #c6c9c0; border-top: 1px solid #c6c9c0; padding: 8px;\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Free Invoicing<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Invoicing Plus<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Bookkeeping<\/b> (subject to VAT)<\/p>\n<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin font-inter\">\u2728 <b>Good to know:<\/b> the <b>AI Tax Advisor<\/b> stays available on all paid plans. Free Invoicing users don&#8217;t have access to the AI Tax Advisor, but can reach us by email for any question.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Manage your bookkeeping with Accountable\u2019s platform. 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