The accountant package

The close, in four steps

• Payments: what's still unpaid, to mark as paid or leave as it is.
• Expenses: the uncategorised ones, to tidy up.
• Numbers: the quarter's 303 and 130.
• The package: what reaches your accountant.

What's in the package

• A CSV of invoices: number, date, client, subtotal, VAT, withholding, total and status.
• Another of expenses: date, supplier, tax ID, description, category, subtotal, VAT and whether it's deductible.
• Every invoice PDF, in a zip.
• An email with the quarter's figures.

How it gets there

Save your accountant's email once in Settings. The package goes out from Nyrut with everything attached, in one click, and you get a copy. And if you like, it goes out on its own as soon as you finish the close.

One issuer, one package

If you invoice as more than one issuer (as a freelancer and through a company, say), each closes separately: every tax ID files its own returns.

When

Nyrut reminds you on Today when the quarter's about to close, with the days left. Ideally send it three to five days ahead. Filing is still your accountant's job.