Of course, you can move to Accountable anytime – even during the current tax year. 🚀
To make the switch smooth and stress-free, here are a few things to keep in mind:
1️⃣ Check your pending obligations
Before getting started, review which tax returns and filings have already been submitted and which are still pending.
If you’re switching from a tax advisor: Clarify exactly up to which point your advisor has filed returns. From that point on, you’ll take over with Accountable. 🧾
2️⃣ Import your invoices and receipts
For a complete year-end tax filing, it’s important that all invoices and receipts from the current year are recorded in Accountable.
You don’t need to import data from previous years that are already closed. ✅
Here’s a simple step-by-step guide to importing your data: 📂 [Migration guide]
3️⃣ Choose a clear start date
Pick a specific date from which you’ll only use Accountable. This way, you make sure no receipts are missed or left behind in your old tool. 📅
💡 Our tip: Take a short moment to plan your switch consciously. This way, you’ll start relaxed and with a complete overview of your bookkeeping in Accountable. ✨
If any further questions come up, regarding the switch, feel free to contact us anytime at taxcoach@accountable.eu 😊