Taxes

Register the taxes your clients owe to the government by uploading their payment ID and enable them to check and pay their tax obligations without delay.


In the "Taxes" section you can enter all the payments that your customers have to pay, even with an instalment plan, regarding VAT, intra-Community transactions, residence tax or environmental tax.

The entries that are created appear in your customer's obligation log. When the due date of each payment is approaching, the system automatically sends notification messages to your customers via email.

Registration of a new tax payment

To register a new tax payment, fill in the registration form that appears after you have clicked on the "Create" button.

The basic fields that you need to fill in on the form are:

  • Title
  • Customer
  • Tax category
  • Tax period
  • Total amount
  • Doses

You can also choose whether it will appear in your customers' calendar of commitments or whether they will receive an email notification by selecting the appropriate fields.


Creation of instalments

To set up an instalment tax payment automatically:

  • Fill in the date of the 1st dose
  • Fill in the amount of the instalment
  • Select the total number of instalments

The application automatically generates the scheduling of tax payments, taking into account whether the payment dates are weekends or holidays, so that the customer is informed in time.


To set up an instalment tax payment manually:

  • Choose a repayment period
  • Fill in the payment amount
  • Fill in the rest of the information if available
  • Press the (+) button to add a new dose
  • Re-exchange until the billing amount is filled
  • Press "Create"

Manager comments: The comments you mark in this field are not shown to the client but only to administrators.

Tax payment processing

Once you have created the payment, you can edit it and change all the information. Your customer interface is simultaneously informed of any modification you make.


To modify the details of a dose:

  • Select the dose you want to change
  • Click "Edit"
  • Change the amount or deadline
  • Select "Save"

You can find all the instalments, numbered in detail with their payment deadline, by selecting "Calendar" from the menu on the left.

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