Accountancy Extensions for Business
If the Accountancy module is enabled and the business status is set to customer a number of extra tabs will be displayed.
The Services tab.
The services that you provide for this business.
The services displayed are dependant on what modules you have installed on your system.
The following services must be checked in order to run their respective automated jobs:
- Accounts & Business Tax
- Bookkeeping
- Payroll Processing – this also includes PAYE
- Annual Returns
The bookkeeping and payroll intervals are set here which are used when automatically creating Bookkeeping and Payroll jobs.
If you want to keep track of how much you are charging for services enter them here for your reference.
The Standing Order tab
The standing order details for this business.
The Accounting tab
This contains the accounting details for the client.
The Year end month and day are required when automatically creating Accounts & Business Tax jobs.
The Tax & VAT tab
This contains the details relating to Tax and VAT.
The PAYE period is required when automatically creating PAYE jobs.
The Returns End is required when automatically creating Bookkeeping jobs
The Sundry tab
Miscellaneous data.
The Company tab
If the business type is set to Limited Company this tab will be shown.
The Annual Return date is required when automatically creating Confirmation Statement jobs.
