[{"data":1,"prerenderedAt":2543},["ShallowReactive",2],{"help-navigation":3,"help-popular":867},[4],{"title":5,"path":6,"stem":7,"children":8,"page":866},"Accounting","\u002Faccounting","accounting",[9],{"title":10,"path":11,"stem":12,"children":13,"page":866},"Help","\u002Faccounting\u002Fhelp","accounting\u002Fhelp",[14,65,94,123,157,186,237,255,278,314,344,404,465,535,565,618,647,711,740,796,825],{"title":15,"path":16,"stem":17,"children":18,"page":-1,"icon":63,"summary":64,"section":23},"Getting started","\u002Faccounting\u002Fhelp\u002Fgetting-started","accounting\u002Fhelp\u002F01.getting-started\u002Findex",[19,26,31,37,42,47,52,58],{"title":20,"path":21,"stem":22,"icon":23,"summary":24,"section":25,"children":-1},"What is Kontala?","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fwhat-is-kontala","accounting\u002Fhelp\u002F01.getting-started\u002F01.what-is-kontala",null,"An overview of what Kontala does and who it is for","The basics",{"title":27,"path":28,"stem":29,"icon":23,"summary":30,"section":25,"children":-1},"A quick tour of Kontala","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fa-tour-of-kontala","accounting\u002Fhelp\u002F01.getting-started\u002F02.a-tour-of-kontala","Find your way around the app in two minutes",{"title":32,"path":33,"stem":34,"icon":23,"summary":35,"section":36,"children":-1},"Create your Kontala account","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fcreate-your-account","accounting\u002Fhelp\u002F01.getting-started\u002F03.create-your-account","Sign up, verify your email, and set your password","Your account",{"title":38,"path":39,"stem":40,"icon":23,"summary":41,"section":36,"children":-1},"Signing in to Kontala","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fsigning-in","accounting\u002Fhelp\u002F01.getting-started\u002F04.signing-in","Email and password, Google sign-in, and password resets",{"title":43,"path":44,"stem":45,"icon":23,"summary":46,"section":36,"children":-1},"Secure Password","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fsecure-password","accounting\u002Fhelp\u002F01.getting-started\u002F05.secure-password","Choose a password that actually protects your books",{"title":48,"path":49,"stem":50,"icon":23,"summary":51,"section":36,"children":-1},"Your first time in Kontala","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fwhat-happens-after-signup","accounting\u002Fhelp\u002F01.getting-started\u002F06.what-happens-after-signup","Where you land and what to do first",{"title":53,"path":54,"stem":55,"icon":23,"summary":56,"section":57,"children":-1},"Set-up checklist for a new company","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fset-up-checklist","accounting\u002Fhelp\u002F01.getting-started\u002F07.set-up-checklist","From a fresh company to ready for bookkeeping, in order","Setting up your company",{"title":59,"path":60,"stem":61,"icon":23,"summary":62,"section":57,"children":-1},"Moving to Kontala from another system","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fmoving-to-kontala","accounting\u002Fhelp\u002F01.getting-started\u002F08.moving-to-kontala","Switch from another system in a sensible order","i-lucide-rocket","What Kontala is, your account, and setting up your company",{"title":66,"path":67,"stem":68,"children":69,"page":-1,"icon":92,"summary":93,"section":23},"Tala, your AI assistant","\u002Faccounting\u002Fhelp\u002Ftala","accounting\u002Fhelp\u002F02.tala\u002Findex",[70,76,81,87],{"title":71,"path":72,"stem":73,"icon":23,"summary":74,"section":75,"children":-1},"What Tala can do","\u002Faccounting\u002Fhelp\u002Ftala\u002Fwhat-tala-can-do","accounting\u002Fhelp\u002F02.tala\u002F01.what-tala-can-do","The questions Tala can answer and the actions it can propose","Meet Tala",{"title":77,"path":78,"stem":79,"icon":23,"summary":80,"section":75,"children":-1},"What Tala can see","\u002Faccounting\u002Fhelp\u002Ftala\u002Fwhat-tala-can-see","accounting\u002Fhelp\u002F02.tala\u002F02.what-tala-can-see","Your organisation only, at your permission level",{"title":82,"path":83,"stem":84,"icon":23,"summary":85,"section":86,"children":-1},"Asking Tala questions","\u002Faccounting\u002Fhelp\u002Ftala\u002Fasking-tala-questions","accounting\u002Fhelp\u002F02.tala\u002F03.asking-tala-questions","Phrasing tips and example questions to try","Working with Tala",{"title":88,"path":89,"stem":90,"icon":23,"summary":91,"section":86,"children":-1},"Tala's action proposals","\u002Faccounting\u002Fhelp\u002Ftala\u002Ftala-action-proposals","accounting\u002Fhelp\u002F02.tala\u002F04.tala-action-proposals","Review and confirm the changes Tala drafts","i-lucide-sparkles","Ask about your books and confirm the changes Tala drafts",{"title":95,"path":96,"stem":97,"children":98,"page":-1,"icon":121,"summary":122,"section":23},"Contacts","\u002Faccounting\u002Fhelp\u002Fcontacts","accounting\u002Fhelp\u002F03.contacts\u002Findex",[99,105,110,116],{"title":100,"path":101,"stem":102,"icon":23,"summary":103,"section":104,"children":-1},"Create and edit contacts","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fcreate-and-edit-contacts","accounting\u002Fhelp\u002F03.contacts\u002F01.create-and-edit-contacts","Add customers and suppliers and keep their details up to date","Managing contacts",{"title":106,"path":107,"stem":108,"icon":23,"summary":109,"section":104,"children":-1},"Contact groups","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fcontact-groups","accounting\u002Fhelp\u002F03.contacts\u002F02.contact-groups","Organise contacts into groups and filter the list by them",{"title":111,"path":112,"stem":113,"icon":23,"summary":114,"section":115,"children":-1},"Contact activity and attachments","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fcontact-activity-and-attachments","accounting\u002Fhelp\u002F03.contacts\u002F03.contact-activity-and-attachments","One feed of a contact's documents, plus attached files","Statements and activity",{"title":117,"path":118,"stem":119,"icon":23,"summary":120,"section":115,"children":-1},"Send a statement of account","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fsend-a-statement-of-account","accounting\u002Fhelp\u002F03.contacts\u002F04.send-a-statement-of-account","View, download, or email a contact's statement","i-lucide-users","Customers, suppliers, groups, and statements",{"title":124,"path":125,"stem":126,"children":127,"page":-1,"icon":155,"summary":156,"section":23},"Products and services","\u002Faccounting\u002Fhelp\u002Fproducts-and-services","accounting\u002Fhelp\u002F04.products-and-services\u002Findex",[128,134,139,145,150],{"title":129,"path":130,"stem":131,"icon":23,"summary":132,"section":133,"children":-1},"Create items","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fcreate-items","accounting\u002Fhelp\u002F04.products-and-services\u002F01.create-items","Add catalogue items with sale and purchase defaults","Your price list",{"title":135,"path":136,"stem":137,"icon":23,"summary":138,"section":133,"children":-1},"Use items on documents","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fuse-items-on-documents","accounting\u002Fhelp\u002F04.products-and-services\u002F02.use-items-on-documents","Pick items on document lines and override them per line",{"title":140,"path":141,"stem":142,"icon":23,"summary":143,"section":144,"children":-1},"Tracked inventory","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Ftracked-inventory","accounting\u002Fhelp\u002F04.products-and-services\u002F03.tracked-inventory","Turn on stock tracking and see what changes","Stock",{"title":146,"path":147,"stem":148,"icon":23,"summary":149,"section":144,"children":-1},"Stock movements","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fstock-movements","accounting\u002Fhelp\u002F04.products-and-services\u002F04.stock-movements","Bills add stock, invoices consume it, credit notes return it",{"title":151,"path":152,"stem":153,"icon":23,"summary":154,"section":144,"children":-1},"Stock write-downs","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fstock-write-downs","accounting\u002Fhelp\u002F04.products-and-services\u002F05.stock-write-downs","Scrap stock, or revalue it down to what it is now worth","i-lucide-package","Your item catalogue, price defaults, and stock tracking",{"title":158,"path":159,"stem":160,"children":161,"page":-1,"icon":184,"summary":185,"section":23},"Estimates","\u002Faccounting\u002Fhelp\u002Festimates","accounting\u002Fhelp\u002F05.estimates\u002Findex",[162,168,173,178],{"title":163,"path":164,"stem":165,"icon":23,"summary":166,"section":167,"children":-1},"Create an estimate","\u002Faccounting\u002Fhelp\u002Festimates\u002Fcreate-an-estimate","accounting\u002Fhelp\u002F05.estimates\u002F01.create-an-estimate","Price a job as an estimate, quote, or proposal","Creating and sending",{"title":169,"path":170,"stem":171,"icon":23,"summary":172,"section":167,"children":-1},"Send an estimate","\u002Faccounting\u002Fhelp\u002Festimates\u002Fsend-an-estimate","accounting\u002Fhelp\u002F05.estimates\u002F02.send-an-estimate","Download the PDF or email it to your customer",{"title":174,"path":175,"stem":176,"icon":23,"summary":177,"section":167,"children":-1},"Manage your estimates","\u002Faccounting\u002Fhelp\u002Festimates\u002Fmanage-your-estimates","accounting\u002Fhelp\u002F05.estimates\u002F03.manage-your-estimates","Statuses, editing, approving, and deleting",{"title":179,"path":180,"stem":181,"icon":23,"summary":182,"section":183,"children":-1},"Convert an estimate to an invoice","\u002Faccounting\u002Fhelp\u002Festimates\u002Fconvert-an-estimate-to-an-invoice","accounting\u002Fhelp\u002F05.estimates\u002F04.convert-an-estimate-to-an-invoice","Turn an accepted estimate into a draft invoice","Winning the work","i-lucide-file-signature","Quote for work and turn wins into invoices",{"title":187,"path":188,"stem":189,"children":190,"page":-1,"icon":235,"summary":236,"section":23},"Invoicing","\u002Faccounting\u002Fhelp\u002Finvoicing","accounting\u002Fhelp\u002F06.invoicing\u002Findex",[191,197,202,207,212,218,224,229],{"title":192,"path":193,"stem":194,"icon":23,"summary":195,"section":196,"children":-1},"Create an invoice","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fcreate-an-invoice","accounting\u002Fhelp\u002F06.invoicing\u002F01.create-an-invoice","Create an invoice, add line items, and issue it","Creating invoices",{"title":198,"path":199,"stem":200,"icon":23,"summary":201,"section":196,"children":-1},"Edit or delete an invoice","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fedit-or-delete-an-invoice","accounting\u002Fhelp\u002F06.invoicing\u002F02.edit-or-delete-an-invoice","Change, reopen, or delete an invoice",{"title":203,"path":204,"stem":205,"icon":23,"summary":172,"section":206,"children":-1},"Send an invoice","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fsend-an-invoice","accounting\u002Fhelp\u002F06.invoicing\u002F03.send-an-invoice","Sending invoices",{"title":208,"path":209,"stem":210,"icon":23,"summary":211,"section":206,"children":-1},"Invoice statuses","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Finvoice-statuses","accounting\u002Fhelp\u002F06.invoicing\u002F04.invoice-statuses","What Draft, Open, Overdue, Paid, and the other statuses mean",{"title":213,"path":214,"stem":215,"icon":23,"summary":216,"section":217,"children":-1},"Record an invoice payment","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Frecord-an-invoice-payment","accounting\u002Fhelp\u002F06.invoicing\u002F05.record-an-invoice-payment","Match a bank payment to an invoice","Getting paid",{"title":219,"path":220,"stem":221,"icon":23,"summary":222,"section":223,"children":-1},"Create a credit note","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fcreate-a-credit-note","accounting\u002Fhelp\u002F06.invoicing\u002F06.create-a-credit-note","Raise a credit note and send it to your customer","Credit notes",{"title":225,"path":226,"stem":227,"icon":23,"summary":228,"section":223,"children":-1},"Apply or refund a credit note","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fapply-or-refund-a-credit-note","accounting\u002Fhelp\u002F06.invoicing\u002F07.apply-or-refund-a-credit-note","Set a credit note against an invoice or refund it in cash",{"title":230,"path":231,"stem":232,"icon":23,"summary":233,"section":234,"children":-1},"Invoice in a foreign currency","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Finvoice-in-a-foreign-currency","accounting\u002Fhelp\u002F06.invoicing\u002F08.invoice-in-a-foreign-currency","Invoice in another currency and track the exchange difference","Foreign currencies","i-lucide-receipt","Create, send, and get paid for your invoices",{"title":238,"path":239,"stem":240,"children":241,"page":-1,"icon":253,"summary":254,"section":23},"Projects","\u002Faccounting\u002Fhelp\u002Fprojects","accounting\u002Fhelp\u002F07.projects\u002Findex",[242,248],{"title":243,"path":244,"stem":245,"icon":23,"summary":246,"section":247,"children":-1},"Create a project","\u002Faccounting\u002Fhelp\u002Fprojects\u002Fcreate-a-project","accounting\u002Fhelp\u002F07.projects\u002F01.create-a-project","Set up a project linked to a contact","Using projects",{"title":249,"path":250,"stem":251,"icon":23,"summary":252,"section":247,"children":-1},"Track income and costs by project","\u002Faccounting\u002Fhelp\u002Fprojects\u002Ftrack-income-and-costs-by-project","accounting\u002Fhelp\u002F07.projects\u002F02.track-income-and-costs-by-project","Link orders, bills, and expenses to a project","i-lucide-briefcase","Group a job's paperwork under one label",{"title":256,"path":257,"stem":258,"children":259,"page":-1,"icon":276,"summary":277,"section":23},"Purchase orders","\u002Faccounting\u002Fhelp\u002Fpurchase-orders","accounting\u002Fhelp\u002F08.purchase-orders\u002Findex",[260,265,270],{"title":261,"path":262,"stem":263,"icon":23,"summary":264,"section":167,"children":-1},"Create a purchase order","\u002Faccounting\u002Fhelp\u002Fpurchase-orders\u002Fcreate-a-purchase-order","accounting\u002Fhelp\u002F08.purchase-orders\u002F01.create-a-purchase-order","Raise an order, add lines, and approve it",{"title":266,"path":267,"stem":268,"icon":23,"summary":269,"section":167,"children":-1},"Send a purchase order","\u002Faccounting\u002Fhelp\u002Fpurchase-orders\u002Fsend-a-purchase-order","accounting\u002Fhelp\u002F08.purchase-orders\u002F02.send-a-purchase-order","Download the PDF or email it to your supplier",{"title":271,"path":272,"stem":273,"icon":23,"summary":274,"section":275,"children":-1},"Convert a purchase order to a bill","\u002Faccounting\u002Fhelp\u002Fpurchase-orders\u002Fconvert-a-purchase-order-to-a-bill","accounting\u002Fhelp\u002F08.purchase-orders\u002F03.convert-a-purchase-order-to-a-bill","Bill an order in full or line by line","From order to bill","i-lucide-clipboard-list","Commit to buy, then bill it when invoiced",{"title":279,"path":280,"stem":281,"children":282,"page":-1,"icon":312,"summary":313,"section":23},"Expenses","\u002Faccounting\u002Fhelp\u002Fexpenses","accounting\u002Fhelp\u002F09.expenses\u002Findex",[283,289,295,300,306],{"title":284,"path":285,"stem":286,"icon":23,"summary":287,"section":288,"children":-1},"Create an expense claim","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fcreate-an-expense-claim","accounting\u002Fhelp\u002F09.expenses\u002F01.create-an-expense-claim","Record an out-of-pocket expense and attach the receipt","Recording expenses",{"title":290,"path":291,"stem":292,"icon":23,"summary":293,"section":294,"children":-1},"Smart upload receipts","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fsmart-upload-receipts","accounting\u002Fhelp\u002F09.expenses\u002F02.smart-upload-receipts","Have Kontala read a receipt and fill in the expense","Smart Upload and email-in",{"title":296,"path":297,"stem":298,"icon":23,"summary":299,"section":294,"children":-1},"Email receipts to your expenses","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Femail-receipts-to-your-expenses","accounting\u002Fhelp\u002F09.expenses\u002F03.email-receipts-to-your-expenses","Forward receipts to your personal address to create drafts",{"title":301,"path":302,"stem":303,"icon":23,"summary":304,"section":305,"children":-1},"Submit and approve expenses","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fsubmit-and-approve-expenses","accounting\u002Fhelp\u002F09.expenses\u002F04.submit-and-approve-expenses","The draft, submitted, approved workflow and who can approve","Approvals",{"title":307,"path":308,"stem":309,"icon":23,"summary":310,"section":311,"children":-1},"Mileage claims","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fmileage-claims","accounting\u002Fhelp\u002F09.expenses\u002F05.mileage-claims","Claim business miles at HMRC's approved rates","Mileage","i-lucide-wallet","Expense claims, receipt capture, approvals, and mileage",{"title":315,"path":316,"stem":317,"children":318,"page":-1,"icon":342,"summary":343,"section":23},"Bills","\u002Faccounting\u002Fhelp\u002Fbills","accounting\u002Fhelp\u002F10.bills\u002Findex",[319,325,330,336],{"title":320,"path":321,"stem":322,"icon":23,"summary":323,"section":324,"children":-1},"Create a bill","\u002Faccounting\u002Fhelp\u002Fbills\u002Fcreate-a-bill","accounting\u002Fhelp\u002F10.bills\u002F01.create-a-bill","Record a supplier bill with line items and attachments","Recording bills",{"title":326,"path":327,"stem":328,"icon":23,"summary":329,"section":324,"children":-1},"Bills that buy stock","\u002Faccounting\u002Fhelp\u002Fbills\u002Fbills-that-buy-stock","accounting\u002Fhelp\u002F10.bills\u002F02.bills-that-buy-stock","Point a bill line at a stock item to increase inventory",{"title":331,"path":332,"stem":333,"icon":23,"summary":334,"section":335,"children":-1},"Record a bill payment","\u002Faccounting\u002Fhelp\u002Fbills\u002Frecord-a-bill-payment","accounting\u002Fhelp\u002F10.bills\u002F03.record-a-bill-payment","Explain the bank line that paid the bill","Paying bills",{"title":337,"path":338,"stem":339,"icon":23,"summary":340,"section":341,"children":-1},"Bill credit notes","\u002Faccounting\u002Fhelp\u002Fbills\u002Fbill-credit-notes","accounting\u002Fhelp\u002F10.bills\u002F04.bill-credit-notes","Record supplier credit and set it against a bill","Supplier credit notes","i-lucide-receipt-text","Record supplier bills and pay them from your bank",{"title":345,"path":346,"stem":347,"children":348,"page":-1,"icon":402,"summary":403,"section":23},"Payroll","\u002Faccounting\u002Fhelp\u002Fpayroll","accounting\u002Fhelp\u002F11.payroll\u002Findex",[349,355,360,365,370,376,381,387,392,397],{"title":350,"path":351,"stem":352,"icon":23,"summary":353,"section":354,"children":-1},"Set up payroll","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fset-up-payroll","accounting\u002Fhelp\u002F11.payroll\u002F01.set-up-payroll","What you need before your first pay run","Running payroll",{"title":356,"path":357,"stem":358,"icon":23,"summary":359,"section":354,"children":-1},"Prepare a pay run","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fprepare-a-pay-run","accounting\u002Fhelp\u002F11.payroll\u002F02.prepare-a-pay-run","Start a month's payroll and review the payslips",{"title":361,"path":362,"stem":363,"icon":23,"summary":364,"section":354,"children":-1},"Complete or edit a pay run","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fcomplete-or-edit-a-pay-run","accounting\u002Fhelp\u002F11.payroll\u002F03.complete-or-edit-a-pay-run","Edit draft payslips and finalise the month",{"title":366,"path":367,"stem":368,"icon":23,"summary":369,"section":366,"children":-1},"Payslips","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fpayslips","accounting\u002Fhelp\u002F11.payroll\u002F04.payslips","What a payslip shows and how to view one",{"title":371,"path":372,"stem":373,"icon":23,"summary":374,"section":375,"children":-1},"Send RTI to HMRC","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fsend-rti-to-hmrc","accounting\u002Fhelp\u002F11.payroll\u002F05.send-rti-to-hmrc","File each month's Full Payment Submission","RTI and HMRC",{"title":377,"path":378,"stem":379,"icon":23,"summary":380,"section":375,"children":-1},"EPS and Employment Allowance","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Feps-and-employment-allowance","accounting\u002Fhelp\u002F11.payroll\u002F06.eps-and-employment-allowance","Claim the Employment Allowance through an EPS",{"title":382,"path":383,"stem":384,"icon":23,"summary":385,"section":386,"children":-1},"Your workplace pension scheme","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fthe-pension-scheme","accounting\u002Fhelp\u002F11.payroll\u002F07.the-pension-scheme","Set up auto-enrolment so pay runs assess and enrol your workers","Pensions and benefits",{"title":388,"path":389,"stem":390,"icon":23,"summary":391,"section":386,"children":-1},"Benefits in kind, the P11D and the P11D(b)","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fbenefits-and-the-p11d","accounting\u002Fhelp\u002F11.payroll\u002F08.benefits-and-the-p11d","Company cars and other benefits, and the two forms they produce",{"title":393,"path":394,"stem":395,"icon":23,"summary":396,"section":366,"children":-1},"P60s and P45s","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fp60s-and-p45s","accounting\u002Fhelp\u002F11.payroll\u002F09.p60s-and-p45s","The year-end certificate and the leaving statement",{"title":398,"path":399,"stem":400,"icon":23,"summary":401,"section":375,"children":-1},"HMRC notices","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fhmrc-notices","accounting\u002Fhelp\u002F11.payroll\u002F10.hmrc-notices","Tax code changes and loan instructions from HMRC","i-lucide-hand-coins","Pay runs, payslips, pensions, benefits, and RTI filing",{"title":405,"path":406,"stem":407,"children":408,"page":-1,"icon":463,"summary":464,"section":23},"Banking","\u002Faccounting\u002Fhelp\u002Fbanking","accounting\u002Fhelp\u002F12.banking\u002Findex",[409,415,421,426,431,436,442,447,452,458],{"title":410,"path":411,"stem":412,"icon":23,"summary":413,"section":414,"children":-1},"Add a bank account","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fadd-a-bank-account","accounting\u002Fhelp\u002F12.banking\u002F01.add-a-bank-account","Create an account with an opening balance and currency","Bank accounts",{"title":416,"path":417,"stem":418,"icon":23,"summary":419,"section":420,"children":-1},"Bank feeds and Open Banking","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fbank-feeds-and-kontala","accounting\u002Fhelp\u002F12.banking\u002F02.bank-feeds-and-kontala","Feeds are coming - imports keep you current until then","Getting transactions in",{"title":422,"path":423,"stem":424,"icon":23,"summary":425,"section":420,"children":-1},"Import a bank statement","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fimport-a-bank-statement","accounting\u002Fhelp\u002F12.banking\u002F03.import-a-bank-statement","Upload a CSV or OFX export and confirm the mapping",{"title":427,"path":428,"stem":429,"icon":23,"summary":430,"section":420,"children":-1},"Statement import formats","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fstatement-import-formats","accounting\u002Fhelp\u002F12.banking\u002F04.statement-import-formats","Supported file types, columns, dates and amounts",{"title":432,"path":433,"stem":434,"icon":23,"summary":435,"section":420,"children":-1},"Add a transaction manually","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fadd-a-transaction-manually","accounting\u002Fhelp\u002F12.banking\u002F05.add-a-transaction-manually","Enter a single transaction by hand",{"title":437,"path":438,"stem":439,"icon":23,"summary":440,"section":441,"children":-1},"Explain a transaction","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fexplain-a-transaction","accounting\u002Fhelp\u002F12.banking\u002F06.explain-a-transaction","Choose a type and category, or link an invoice or bill","Explaining transactions",{"title":443,"path":444,"stem":445,"icon":23,"summary":446,"section":441,"children":-1},"Partial explanations","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fpartial-explanations","accounting\u002Fhelp\u002F12.banking\u002F07.partial-explanations","Split one transaction across several explanations",{"title":448,"path":449,"stem":450,"icon":23,"summary":451,"section":441,"children":-1},"Correct an explained transaction","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fcorrect-an-explained-transaction","accounting\u002Fhelp\u002F12.banking\u002F08.correct-an-explained-transaction","Edit or remove an explanation you got wrong",{"title":453,"path":454,"stem":455,"icon":23,"summary":456,"section":457,"children":-1},"Record a transfer between accounts","\u002Faccounting\u002Fhelp\u002Fbanking\u002Frecord-a-transfer-between-accounts","accounting\u002Fhelp\u002F12.banking\u002F09.record-a-transfer-between-accounts","Explain money moved between your own accounts","Transfers and assets",{"title":459,"path":460,"stem":461,"icon":23,"summary":462,"section":457,"children":-1},"Explain asset purchases and disposals","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fexplain-asset-purchases-and-disposals","accounting\u002Fhelp\u002F12.banking\u002F10.explain-asset-purchases-and-disposals","Record buying and selling capital assets from the bank","i-lucide-landmark","Bank accounts, statement imports, and explaining transactions",{"title":466,"path":467,"stem":468,"children":469,"page":-1,"icon":533,"summary":534,"section":23},"VAT and Making Tax Digital","\u002Faccounting\u002Fhelp\u002Fvat","accounting\u002Fhelp\u002F13.vat\u002Findex",[470,476,481,487,492,497,502,508,513,518,523,528],{"title":471,"path":472,"stem":473,"icon":23,"summary":474,"section":475,"children":-1},"Set up your VAT registration","\u002Faccounting\u002Fhelp\u002Fvat\u002Fset-up-vat-registration","accounting\u002Fhelp\u002F13.vat\u002F01.set-up-vat-registration","Enter your registration details and generate your periods","Getting set up",{"title":477,"path":478,"stem":479,"icon":23,"summary":480,"section":475,"children":-1},"Connect Kontala to HMRC","\u002Faccounting\u002Fhelp\u002Fvat\u002Fconnect-kontala-to-hmrc","accounting\u002Fhelp\u002F13.vat\u002F02.connect-kontala-to-hmrc","Authorise Kontala to file MTD VAT returns for you",{"title":482,"path":483,"stem":484,"icon":23,"summary":485,"section":486,"children":-1},"How your VAT return is calculated","\u002Faccounting\u002Fhelp\u002Fvat\u002Fhow-your-vat-return-is-calculated","accounting\u002Fhelp\u002F13.vat\u002F03.how-your-vat-return-is-calculated","From your records to the boxes on your return","Your VAT returns",{"title":488,"path":489,"stem":490,"icon":23,"summary":491,"section":486,"children":-1},"VAT boxes explained","\u002Faccounting\u002Fhelp\u002Fvat\u002Fvat-boxes-explained","accounting\u002Fhelp\u002F13.vat\u002F04.vat-boxes-explained","All nine boxes on your return, in plain English",{"title":493,"path":494,"stem":495,"icon":23,"summary":496,"section":486,"children":-1},"VAT periods and due dates","\u002Faccounting\u002Fhelp\u002Fvat\u002Fvat-periods-and-due-dates","accounting\u002Fhelp\u002F13.vat\u002F05.vat-periods-and-due-dates","Your generated periods, statuses, and filing deadlines",{"title":498,"path":499,"stem":500,"icon":23,"summary":501,"section":486,"children":-1},"Review your VAT return","\u002Faccounting\u002Fhelp\u002Fvat\u002Freview-your-vat-return","accounting\u002Fhelp\u002F13.vat\u002F06.review-your-vat-return","Check the boxes and drill into the figures behind them",{"title":503,"path":504,"stem":505,"icon":23,"summary":506,"section":507,"children":-1},"Submit a VAT return","\u002Faccounting\u002Fhelp\u002Fvat\u002Fsubmit-a-vat-return","accounting\u002Fhelp\u002F13.vat\u002F07.submit-a-vat-return","File your return to HMRC under Making Tax Digital","Filing to HMRC",{"title":509,"path":510,"stem":511,"icon":23,"summary":512,"section":507,"children":-1},"After you file","\u002Faccounting\u002Fhelp\u002Fvat\u002Fafter-you-file","accounting\u002Fhelp\u002F13.vat\u002F08.after-you-file","The locked period, your filed returns, and paying HMRC",{"title":514,"path":515,"stem":516,"icon":23,"summary":517,"section":507,"children":-1},"Mark a return as filed","\u002Faccounting\u002Fhelp\u002Fvat\u002Fmark-a-return-as-filed","accounting\u002Fhelp\u002F13.vat\u002F09.mark-a-return-as-filed","Record a return filed outside Kontala and lock the period",{"title":519,"path":520,"stem":521,"icon":23,"summary":522,"section":507,"children":-1},"Fix a rejected VAT submission","\u002Faccounting\u002Fhelp\u002Fvat\u002Ffix-a-rejected-vat-submission","accounting\u002Fhelp\u002F13.vat\u002F10.fix-a-rejected-vat-submission","What rejection messages mean and how to fix them",{"title":524,"path":525,"stem":526,"icon":23,"summary":527,"section":524,"children":-1},"The VAT Dashboard","\u002Faccounting\u002Fhelp\u002Fvat\u002Fthe-vat-dashboard","accounting\u002Fhelp\u002F13.vat\u002F11.the-vat-dashboard","Your HMRC VAT account, synced live into Kontala",{"title":529,"path":530,"stem":531,"icon":23,"summary":532,"section":524,"children":-1},"VAT penalties and points","\u002Faccounting\u002Fhelp\u002Fvat\u002Fvat-penalties-and-points","accounting\u002Fhelp\u002F13.vat\u002F12.vat-penalties-and-points","Late submission points and penalties, as HMRC reports them","i-lucide-percent","Your VAT registration, returns, and filing to HMRC",{"title":536,"path":537,"stem":538,"children":539,"page":-1,"icon":563,"summary":564,"section":23},"End of Year","\u002Faccounting\u002Fhelp\u002Fend-of-year","accounting\u002Fhelp\u002F14.end-of-year\u002Findex",[540,546,551,557],{"title":541,"path":542,"stem":543,"icon":23,"summary":544,"section":545,"children":-1},"The end of year process","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Fthe-end-of-year-process","accounting\u002Fhelp\u002F14.end-of-year\u002F01.the-end-of-year-process","Your accounting year, its deadlines, and what happens next","The year-end process",{"title":547,"path":548,"stem":549,"icon":23,"summary":550,"section":545,"children":-1},"Final accounts and notes","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Ffinal-accounts-and-notes","accounting\u002Fhelp\u002F14.end-of-year\u002F02.final-accounts-and-notes","Your statutory accounts, and the notes that go with them",{"title":552,"path":553,"stem":554,"icon":23,"summary":555,"section":556,"children":-1},"Corporation Tax and the CT600","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Fcorporation-tax-ct600","accounting\u002Fhelp\u002F14.end-of-year\u002F03.corporation-tax-ct600","From accounting profit to taxable profit, and your CT600","Corporation Tax",{"title":558,"path":559,"stem":560,"icon":23,"summary":561,"section":562,"children":-1},"Review, approve and file","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Freview-approve-and-file","accounting\u002Fhelp\u002F14.end-of-year\u002F04.review-approve-and-file","Clear the checks, sign the accounts, file to Companies House","Approve and file","i-lucide-calendar-check","Approve your accounts, file them, and prepare Corporation Tax",{"title":566,"path":567,"stem":568,"children":569,"page":-1,"icon":616,"summary":617,"section":23},"Self Assessment","\u002Faccounting\u002Fhelp\u002Fself-assessment","accounting\u002Fhelp\u002F15.self-assessment\u002Findex",[570,575,580,585,590,595,600,605,611],{"title":571,"path":572,"stem":573,"icon":23,"summary":574,"section":475,"children":-1},"Who Self Assessment is for","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fwho-self-assessment-is-for","accounting\u002Fhelp\u002F15.self-assessment\u002F01.who-self-assessment-is-for","Which businesses it applies to, and what Kontala prepares",{"title":576,"path":577,"stem":578,"icon":23,"summary":579,"section":475,"children":-1},"Self Assessment settings","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fself-assessment-settings","accounting\u002Fhelp\u002F15.self-assessment\u002F02.self-assessment-settings","The answers about your trade that decide how profit is worked out",{"title":581,"path":582,"stem":583,"icon":23,"summary":584,"section":475,"children":-1},"The cash basis and the accruals basis","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fcash-basis-or-accruals","accounting\u002Fhelp\u002F15.self-assessment\u002F03.cash-basis-or-accruals","Which basis your trading profit is worked out on, and what changes",{"title":586,"path":587,"stem":588,"icon":23,"summary":589,"section":586,"children":-1},"Your trading profit","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-trading-profit","accounting\u002Fhelp\u002F15.self-assessment\u002F04.your-trading-profit","The books, quarter by quarter, and how they reach a taxable profit",{"title":591,"path":592,"stem":593,"icon":23,"summary":594,"section":586,"children":-1},"Your computation and SA103 boxes","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-computation-and-sa103-boxes","accounting\u002Fhelp\u002F15.self-assessment\u002F05.your-computation-and-sa103-boxes","From accounting profit to taxable profit, box by box",{"title":596,"path":597,"stem":598,"icon":23,"summary":599,"section":586,"children":-1},"Adjustments and allowances","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fadjustments-and-allowances","accounting\u002Fhelp\u002F15.self-assessment\u002F06.adjustments-and-allowances","The entries that move your taxable profit up or down",{"title":601,"path":602,"stem":603,"icon":23,"summary":604,"section":601,"children":-1},"Your own return","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-own-return","accounting\u002Fhelp\u002F15.self-assessment\u002F07.your-own-return","Your personal position, separate from the business's trade",{"title":606,"path":607,"stem":608,"icon":23,"summary":609,"section":610,"children":-1},"Your accounting date and the tax year","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-accounting-date-and-the-tax-year","accounting\u002Fhelp\u002F15.self-assessment\u002F08.your-accounting-date-and-the-tax-year","When your accounts and the tax year do not line up","Closing a tax year",{"title":612,"path":613,"stem":614,"icon":23,"summary":615,"section":610,"children":-1},"Close a tax year","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fclose-a-tax-year","accounting\u002Fhelp\u002F15.self-assessment\u002F09.close-a-tax-year","Clear the checks, close the year, and lock its figures","i-lucide-file-user","Your trading profit, your tax year, and the figures for your return",{"title":619,"path":620,"stem":621,"children":622,"page":-1,"icon":645,"summary":646,"section":23},"Construction Industry Scheme","\u002Faccounting\u002Fhelp\u002Fcis","accounting\u002Fhelp\u002F16.cis\u002Findex",[623,628,634,640],{"title":624,"path":625,"stem":626,"icon":23,"summary":627,"section":475,"children":-1},"Record your CIS role","\u002Faccounting\u002Fhelp\u002Fcis\u002Fcis-settings","accounting\u002Fhelp\u002F16.cis\u002F01.cis-settings","Contractor, subcontractor, or both - and what each turns on",{"title":629,"path":630,"stem":631,"icon":23,"summary":632,"section":633,"children":-1},"CIS deductions taken from you","\u002Faccounting\u002Fhelp\u002Fcis\u002Fdeductions-taken-from-you","accounting\u002Fhelp\u002F16.cis\u002F02.deductions-taken-from-you","Invoice as a subcontractor, then record what was deducted","As a subcontractor",{"title":635,"path":636,"stem":637,"icon":23,"summary":638,"section":639,"children":-1},"Your monthly CIS300 return","\u002Faccounting\u002Fhelp\u002Fcis\u002Fyour-monthly-cis300-return","accounting\u002Fhelp\u002F16.cis\u002F03.your-monthly-cis300-return","The monthly return, its deadline, and recording it as filed","As a contractor",{"title":641,"path":642,"stem":643,"icon":23,"summary":644,"section":639,"children":-1},"Payment and deduction statements","\u002Faccounting\u002Fhelp\u002Fcis\u002Fpayment-and-deduction-statements","accounting\u002Fhelp\u002F16.cis\u002F04.payment-and-deduction-statements","The statement each subcontractor is entitled to, every month","i-lucide-hard-hat","Deductions taken from you, deductions you make, and the CIS300",{"title":648,"path":649,"stem":650,"children":651,"page":-1,"icon":709,"summary":710,"section":23},"Reports and dashboards","\u002Faccounting\u002Fhelp\u002Freports","accounting\u002Fhelp\u002F17.reports\u002Findex",[652,657,663,668,673,678,683,689,694,699,704],{"title":653,"path":654,"stem":655,"icon":23,"summary":656,"section":653,"children":-1},"The Overview dashboard","\u002Faccounting\u002Fhelp\u002Freports\u002Fthe-overview-dashboard","accounting\u002Fhelp\u002F17.reports\u002F01.the-overview-dashboard","Cashflow, invoices, and bank balance at a glance",{"title":658,"path":659,"stem":660,"icon":23,"summary":661,"section":662,"children":-1},"Profit and loss","\u002Faccounting\u002Fhelp\u002Freports\u002Fprofit-and-loss","accounting\u002Fhelp\u002F17.reports\u002F02.profit-and-loss","Your income, costs, and profit for any period","Financial reports",{"title":664,"path":665,"stem":666,"icon":23,"summary":667,"section":662,"children":-1},"Cash Basis Profit & Loss","\u002Faccounting\u002Fhelp\u002Freports\u002Fcash-basis-profit-and-loss","accounting\u002Fhelp\u002F17.reports\u002F03.cash-basis-profit-and-loss","Your P&L restated on the cash basis, line by line",{"title":669,"path":670,"stem":671,"icon":23,"summary":672,"section":662,"children":-1},"Balance sheet","\u002Faccounting\u002Fhelp\u002Freports\u002Fbalance-sheet","accounting\u002Fhelp\u002F17.reports\u002F04.balance-sheet","What the business owns and owes, as at a date",{"title":674,"path":675,"stem":676,"icon":23,"summary":677,"section":662,"children":-1},"Trial balance","\u002Faccounting\u002Fhelp\u002Freports\u002Ftrial-balance","accounting\u002Fhelp\u002F17.reports\u002F05.trial-balance","Every account balance, with drill-down to transactions",{"title":679,"path":680,"stem":681,"icon":23,"summary":682,"section":662,"children":-1},"Final accounts","\u002Faccounting\u002Fhelp\u002Freports\u002Ffinal-accounts","accounting\u002Fhelp\u002F17.reports\u002F06.final-accounts","Statutory-style accounts, exportable as a PDF",{"title":684,"path":685,"stem":686,"icon":23,"summary":687,"section":688,"children":-1},"Account transactions","\u002Faccounting\u002Fhelp\u002Freports\u002Faccount-transactions","accounting\u002Fhelp\u002F17.reports\u002F07.account-transactions","Every entry in one account, traced to its source","Digging into the numbers",{"title":690,"path":691,"stem":692,"icon":23,"summary":693,"section":688,"children":-1},"Foreign currency and FX","\u002Faccounting\u002Fhelp\u002Freports\u002Fforeign-currency-and-fx","accounting\u002Fhelp\u002F17.reports\u002F08.foreign-currency-and-fx","How currency conversion and FX gains show in reports",{"title":695,"path":696,"stem":697,"icon":23,"summary":698,"section":688,"children":-1},"Aged debtors and creditors","\u002Faccounting\u002Fhelp\u002Freports\u002Faged-debtors-and-creditors","accounting\u002Fhelp\u002F17.reports\u002F09.aged-debtors-and-creditors","Who owes you, who you owe, and how late it is",{"title":700,"path":701,"stem":702,"icon":23,"summary":703,"section":688,"children":-1},"Audit trail","\u002Faccounting\u002Fhelp\u002Freports\u002Faudit-trail","accounting\u002Fhelp\u002F17.reports\u002F10.audit-trail","Who changed what, when, across your whole organisation",{"title":705,"path":706,"stem":707,"icon":23,"summary":708,"section":688,"children":-1},"Salary report","\u002Faccounting\u002Fhelp\u002Freports\u002Fsalary-report","accounting\u002Fhelp\u002F17.reports\u002F11.salary-report","What a payslip owed, what the bank paid, what is left","i-lucide-chart-bar","Dashboards and financial reports, from headline to ledger line",{"title":712,"path":713,"stem":714,"children":715,"page":-1,"icon":738,"summary":739,"section":23},"Capital assets","\u002Faccounting\u002Fhelp\u002Fcapital-assets","accounting\u002Fhelp\u002F18.capital-assets\u002Findex",[716,722,727,733],{"title":717,"path":718,"stem":719,"icon":23,"summary":720,"section":721,"children":-1},"What are capital assets?","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fwhat-are-capital-assets","accounting\u002Fhelp\u002F18.capital-assets\u002F01.what-are-capital-assets","The asset register and how assets get onto it","Buying and tracking assets",{"title":723,"path":724,"stem":725,"icon":23,"summary":726,"section":721,"children":-1},"Buy a capital asset","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fbuy-a-capital-asset","accounting\u002Fhelp\u002F18.capital-assets\u002F02.buy-a-capital-asset","Record an asset purchase via a bill, expense, or bank",{"title":728,"path":729,"stem":730,"icon":23,"summary":731,"section":732,"children":-1},"Depreciation","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fdepreciation","accounting\u002Fhelp\u002F18.capital-assets\u002F03.depreciation","Automatic monthly depreciation, explained","Depreciation and disposal",{"title":734,"path":735,"stem":736,"icon":23,"summary":737,"section":732,"children":-1},"Dispose of a capital asset","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fdispose-of-a-capital-asset","accounting\u002Fhelp\u002F18.capital-assets\u002F04.dispose-of-a-capital-asset","Record a sale and the gain or loss it creates","i-lucide-monitor","Equipment you own, depreciated and tracked automatically",{"title":741,"path":742,"stem":743,"children":744,"page":-1,"icon":794,"summary":795,"section":23},"Your account and settings","\u002Faccounting\u002Fhelp\u002Faccount","accounting\u002Fhelp\u002F19.account\u002Findex",[745,751,757,762,768,773,779,784,789],{"title":746,"path":747,"stem":748,"icon":23,"summary":749,"section":750,"children":-1},"My details and your password","\u002Faccounting\u002Fhelp\u002Faccount\u002Fmy-details-and-password","accounting\u002Fhelp\u002F19.account\u002F01.my-details-and-password","Update your personal details and change your password","Your profile",{"title":752,"path":753,"stem":754,"icon":23,"summary":755,"section":756,"children":-1},"Add and manage users","\u002Faccounting\u002Fhelp\u002Faccount\u002Fadd-and-manage-users","accounting\u002Fhelp\u002F19.account\u002F02.add-and-manage-users","Add your team and accountant, edit users, and manage access","Users and permissions",{"title":758,"path":759,"stem":760,"icon":23,"summary":761,"section":756,"children":-1},"User permission levels","\u002Faccounting\u002Fhelp\u002Faccount\u002Fuser-permission-levels","accounting\u002Fhelp\u002F19.account\u002F03.user-permission-levels","The 0 to 8 access ladder and what each level unlocks",{"title":763,"path":764,"stem":765,"icon":23,"summary":766,"section":767,"children":-1},"Company details","\u002Faccounting\u002Fhelp\u002Faccount\u002Fcompany-details","accounting\u002Fhelp\u002F19.account\u002F04.company-details","Who the business is, its tax references, and your logo","Company settings",{"title":769,"path":770,"stem":771,"icon":23,"summary":772,"section":767,"children":-1},"Accounting dates and settings","\u002Faccounting\u002Fhelp\u002Faccount\u002Faccounting-dates-and-settings","accounting\u002Fhelp\u002F19.account\u002F05.accounting-dates-and-settings","Company dates, the Kontala start date, and expense approval",{"title":774,"path":775,"stem":776,"icon":23,"summary":777,"section":778,"children":-1},"Connect to FreeAgent","\u002Faccounting\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent","accounting\u002Fhelp\u002F19.account\u002F06.connect-to-freeagent","Push approved expenses to FreeAgent automatically","Integrations",{"title":780,"path":781,"stem":782,"icon":23,"summary":783,"section":778,"children":-1},"Manage integrations","\u002Faccounting\u002Fhelp\u002Faccount\u002Fmanage-integrations","accounting\u002Fhelp\u002F19.account\u002F07.manage-integrations","The Integrations page, connection statuses, and disconnecting",{"title":785,"path":786,"stem":787,"icon":23,"summary":788,"section":767,"children":-1},"Journal entries","\u002Faccounting\u002Fhelp\u002Faccount\u002Fjournal-entries","accounting\u002Fhelp\u002F19.account\u002F08.journal-entries","Balanced adjustments posted straight to the ledger",{"title":790,"path":791,"stem":792,"icon":23,"summary":793,"section":767,"children":-1},"Opening balances","\u002Faccounting\u002Fhelp\u002Faccount\u002Fopening-balances","accounting\u002Fhelp\u002F19.account\u002F09.opening-balances","What the business owned and owed on your start date","i-lucide-settings","Your profile, users, company settings, your data, and integrations",{"title":797,"path":798,"stem":799,"children":800,"page":-1,"icon":823,"summary":824,"section":23},"Security and privacy","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance","accounting\u002Fhelp\u002F20.security-and-compliance\u002Findex",[801,807,813,818],{"title":802,"path":803,"stem":804,"icon":23,"summary":805,"section":806,"children":-1},"How we keep your data secure","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fhow-we-keep-data-secure","accounting\u002Fhelp\u002F20.security-and-compliance\u002F01.how-we-keep-data-secure","Encryption, EU hosting, and account protections","How we protect your data",{"title":808,"path":809,"stem":810,"icon":23,"summary":811,"section":812,"children":-1},"GDPR and your data rights","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fgdpr-and-your-data-rights","accounting\u002Fhelp\u002F20.security-and-compliance\u002F02.gdpr-and-your-data-rights","Who controls your data and the rights you have over it","Your rights",{"title":814,"path":815,"stem":816,"icon":23,"summary":817,"section":806,"children":-1},"HMRC and Making Tax Digital","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fhmrc-and-making-tax-digital","accounting\u002Fhelp\u002F20.security-and-compliance\u002F03.hmrc-and-making-tax-digital","How Kontala files to HMRC and what HMRC receives",{"title":819,"path":820,"stem":821,"icon":23,"summary":822,"section":812,"children":-1},"Export or delete your data","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fexport-or-delete-your-data","accounting\u002Fhelp\u002F20.security-and-compliance\u002F04.export-or-delete-your-data","Take a copy of your data, or ask for it to be removed","i-lucide-shield-check","How your data is protected and the rights you have over it",{"title":826,"path":827,"stem":828,"children":829,"page":-1,"icon":864,"summary":865,"section":23},"Troubleshooting","\u002Faccounting\u002Fhelp\u002Ftroubleshooting","accounting\u002Fhelp\u002F21.troubleshooting\u002Findex",[830,836,842,847,853,859],{"title":831,"path":832,"stem":833,"icon":23,"summary":834,"section":835,"children":-1},"Can't sign in","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fcant-sign-in","accounting\u002Fhelp\u002F21.troubleshooting\u002F01.cant-sign-in","Wrong password, lockouts, and Google sign-in fixes","Signing in",{"title":837,"path":838,"stem":839,"icon":23,"summary":840,"section":841,"children":-1},"Common connection errors","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fcommon-connection-errors","accounting\u002Fhelp\u002F21.troubleshooting\u002F02.common-connection-errors","Fix a failed HMRC or FreeAgent connection","Connections and imports",{"title":843,"path":844,"stem":845,"icon":23,"summary":846,"section":841,"children":-1},"Statement import problems","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fstatement-import-problems","accounting\u002Fhelp\u002F21.troubleshooting\u002F03.statement-import-problems","Rejected files, wrong columns, and duplicate rows",{"title":848,"path":849,"stem":850,"icon":23,"summary":851,"section":852,"children":-1},"Why my figures look different","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fwhy-my-figures-look-different","accounting\u002Fhelp\u002F21.troubleshooting\u002F04.why-my-figures-look-different","Trace a figure that does not match what you expected","Your numbers",{"title":854,"path":855,"stem":856,"icon":23,"summary":857,"section":858,"children":-1},"Where to look when something is wrong","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fwhere-to-look","accounting\u002Fhelp\u002F21.troubleshooting\u002F05.where-to-look","Find the right troubleshooting article fast","Still stuck?",{"title":860,"path":861,"stem":862,"icon":23,"summary":863,"section":858,"children":-1},"Contact support","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fcontact-support","accounting\u002Fhelp\u002F21.troubleshooting\u002F06.contact-support","How to reach us and what to include","i-lucide-life-buoy","Fixes for the problems we see most",false,[868,1178,1344,1536,1660,1800,1931,2056,2152,2306,2442],{"id":869,"title":541,"body":870,"description":1170,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1173,"meta":1174,"navigation":1172,"order":23,"path":542,"reviewedBy":23,"reviewedDate":23,"section":545,"sections":23,"seo":1175,"sitemap":1176,"stem":543,"summary":544,"__hash__":1177},"help\u002Faccounting\u002Fhelp\u002F14.end-of-year\u002F01.the-end-of-year-process.md",{"type":871,"value":872,"toc":1158},"minimark",[873,881,886,910,914,917,958,962,980,983,1009,1017,1021,1028,1053,1057,1060,1066,1070,1076,1117,1122,1126,1135,1139],[874,875,876,877,880],"p",{},"At the end of an accounting year a limited company has two jobs: file accounts with Companies House, and file a Corporation Tax return with HMRC.\n",[878,879,536],"strong",{}," brings both together, built from the books you have already kept in Kontala.",[882,883,885],"h2",{"id":884},"open-end-of-year","Open End of Year",[887,888,889,900,907],"ol",{},[890,891,892,893,896,897,899],"li",{},"Choose ",[878,894,895],{},"Tax"," in the top menu, then ",[878,898,536],{},".",[890,901,902,903,906],{},"Pick the year you are working on from the dropdown at the top left, labelled like ",[878,904,905],{},"End of Year 2026\u002F27",". The newest year is listed first.",[890,908,909],{},"The chosen year stays in the page address, so you can bookmark or share it.",[882,911,913],{"id":912},"if-end-of-year-is-not-available","If End of Year is not available",[874,915,916],{},"Kontala hides the screen when it does not apply to your organisation:",[918,919,920,938],"ul",{},[890,921,922,925,926,930,931,934,935,899],{},[878,923,924],{},"Your company type is not a limited company."," End of Year accounts and Corporation Tax returns apply to limited companies only. A sole trader, partnership or landlord gets ",[927,928,929],"a",{"href":567},"Income Tax"," instead. Check the company type under ",[878,932,933],{},"Settings",", then ",[878,936,937],{},"Company Details",[890,939,940,943,944,947,948,951,952,955,956,899],{},[878,941,942],{},"Your accounting dates are missing."," Kontala needs a ",[878,945,946],{},"Company Start Date"," and a ",[878,949,950],{},"First Accounting Year End"," to work out your periods. Choose ",[878,953,954],{},"Open Settings"," to fill them in - see ",[927,957,769],{"href":770},[882,959,961],{"id":960},"what-the-screen-shows","What the screen shows",[874,963,964,965,968,969,972,973,976,977,899],{},"The main panel is headed ",[878,966,967],{},"Accounts for"," your year, with the ",[878,970,971],{},"Period of account"," dates beneath it and a status of either ",[878,974,975],{},"Open"," or ",[878,978,979],{},"Approved",[874,981,982],{},"Beneath that are the documents Kontala prepares for the year, on tabs:",[918,984,985,991,997,1003],{},[890,986,987,990],{},[878,988,989],{},"Full Report"," - the complete accounts, prepared under the framework your figures put you on: the micro-entity provisions (FRS 105), the small companies regime (FRS 102 Section 1A), or FRS 102.",[890,992,993,996],{},[878,994,995],{},"Companies House Report"," - the shorter, filleted version Companies House takes. This is the tab you file from.",[890,998,999,1002],{},[878,1000,1001],{},"CT600"," - your Company Tax Return. There is one tab per Corporation Tax accounting period.",[890,1004,1005,1008],{},[878,1006,1007],{},"Computations"," - the working that turns your accounting profit into taxable profit.",[874,1010,1011,1012,1014,1015,899],{},"See ",[927,1013,547],{"href":548}," and ",[927,1016,552],{"href":553},[882,1018,1020],{"id":1019},"your-deadlines","Your deadlines",[874,1022,1023,1024,1027],{},"The sidebar shows one card per Corporation Tax accounting period, each with the period's ",[878,1025,1026],{},"Total liability"," and three dates:",[918,1029,1030,1036,1047],{},[890,1031,1032,1035],{},[878,1033,1034],{},"HMRC filing due"," - when the CT600 is due.",[890,1037,1038,1041,1042,1046],{},[878,1039,1040],{},"Payment due"," - when the tax itself must be paid. This usually falls ",[1043,1044,1045],"em",{},"before"," the filing deadline.",[890,1048,1049,1052],{},[878,1050,1051],{},"Companies House filing due"," - when the accounts are due at Companies House.",[882,1054,1056],{"id":1055},"years-longer-than-12-months","Years longer than 12 months",[874,1058,1059],{},"Corporation Tax accounting periods cannot exceed 12 months.\nIf your period of account is longer - common in a company's first year - Kontala splits it and tells you so, producing a separate CT600 tab and sidebar card for each part.",[874,1061,1062,1063,899],{},"A period before the company started trading is marked ",[878,1064,1065],{},"Pre-trading (dormant) period",[882,1067,1069],{"id":1068},"the-process-tracker","The process tracker",[874,1071,1072,1075],{},[878,1073,1074],{},"End of year process"," in the sidebar tracks the year through four stages:",[887,1077,1078,1084,1106,1112],{},[890,1079,1080,1083],{},[878,1081,1082],{},"Review and approval"," - check the figures and approve the accounts.",[890,1085,1086,1089,1090,1093,1094,1097,1098,1101,1102,1105],{},[878,1087,1088],{},"Companies House"," - the filleted accounts. Kontala files these for you, and the stage follows the submission from ",[878,1091,1092],{},"Ready"," through ",[878,1095,1096],{},"Sent"," to ",[878,1099,1100],{},"Filed",", or ",[878,1103,1104],{},"Rejected"," if Companies House turn it back.",[890,1107,1108,1111],{},[878,1109,1110],{},"HMRC"," - the Corporation Tax computations and CT600, one line per accounting period. Kontala does not submit these; you file them and mark each one.",[890,1113,1114,899],{},[878,1115,1116],{},"Filing complete",[874,1118,1119,1120,899],{},"Nothing can be filed until the year is signed - see ",[927,1121,558],{"href":559},[882,1123,1125],{"id":1124},"who-can-use-it","Who can use it",[874,1127,1128,1129,1132,1133,899],{},"Any user from the Tax level upwards can open End of Year and read the reports.\nApproving the accounts, editing the notes and settings, filing to Companies House and marking an HMRC filing all need ",[878,1130,1131],{},"Full Access",", and a read-only or accountant user can see everything without changing anything.\nSee ",[927,1134,758],{"href":759},[882,1136,1138],{"id":1137},"related","Related",[918,1140,1141,1145,1149,1153],{},[890,1142,1143],{},[927,1144,558],{"href":559},[890,1146,1147],{},[927,1148,679],{"href":680},[890,1150,1151],{},[927,1152,769],{"href":770},[890,1154,1155,1157],{},[927,1156,566],{"href":567},", if your business is not a limited company",{"title":1159,"searchDepth":1160,"depth":1160,"links":1161},"",2,[1162,1163,1164,1165,1166,1167,1168,1169],{"id":884,"depth":1160,"text":885},{"id":912,"depth":1160,"text":913},{"id":960,"depth":1160,"text":961},{"id":1019,"depth":1160,"text":1020},{"id":1055,"depth":1160,"text":1056},{"id":1068,"depth":1160,"text":1069},{"id":1124,"depth":1160,"text":1125},{"id":1137,"depth":1160,"text":1138},"How End of Year works in Kontala - choose an accounting year, read your filing deadlines, and follow the process tracker from review through Companies House to filing complete.","md",true,"31 August 2026",{},{"title":541,"description":1170},{"loc":542},"2zTYyBInulHHllFSJgt-U-NXlOWdy5j0mZbjB3QiyJk",{"id":1179,"title":571,"body":1180,"description":1339,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1173,"meta":1340,"navigation":1172,"order":23,"path":572,"reviewedBy":23,"reviewedDate":23,"section":475,"sections":23,"seo":1341,"sitemap":1342,"stem":573,"summary":574,"__hash__":1343},"help\u002Faccounting\u002Fhelp\u002F15.self-assessment\u002F01.who-self-assessment-is-for.md",{"type":871,"value":1181,"toc":1332},[1182,1187,1195,1217,1220,1224,1261,1265,1279,1283,1294,1299,1303,1316,1318],[874,1183,1184,1185,899],{},"A limited company pays Corporation Tax on its own profits.\nEvery other kind of business - a sole trader, a partnership, a landlord - is not a separate taxpayer, so its profits are taxed on the people behind it through ",[878,1186,566],{},[874,1188,1189,1190,934,1192,1194],{},"Kontala follows that split.\nYour company type, set under ",[878,1191,933],{},[878,1193,937],{},", decides which screens you see:",[918,1196,1197,1206],{},[890,1198,1199,1202,1203,1205],{},[878,1200,1201],{},"Limited company"," - you get ",[927,1204,536],{"href":537}," with statutory accounts and a CT600.",[890,1207,1208,1202,1211,1213,1214,1216],{},[878,1209,1210],{},"Sole trader, partnership or landlord",[878,1212,929],{}," under the ",[878,1215,895],{}," menu, with the figures for your Self Assessment return.",[874,1218,1219],{},"A business gets one or the other, never both and never neither.",[882,1221,1223],{"id":1222},"what-kontala-does","What Kontala does",[918,1225,1226,1233,1240,1247,1254],{},[890,1227,1228,1229,1232],{},"Works out your ",[878,1230,1231],{},"trading profit"," for each tax year from your books.",[890,1234,1235,1236,1239],{},"Restates it on the ",[878,1237,1238],{},"basis"," you use for tax - the cash basis or the traditional accruals basis.",[890,1241,1242,1243,1246],{},"Applies the ",[878,1244,1245],{},"adjustments and allowances"," that turn accounting profit into taxable profit.",[890,1248,1249,1250,1253],{},"Lays the result out as the ",[878,1251,1252],{},"SA103"," boxes you copy onto the self-employment pages.",[890,1255,1256,1257,1260],{},"Shows your own ",[878,1258,1259],{},"SA100"," position: employment income, the main return boxes, what you owe and when.",[882,1262,1264],{"id":1263},"what-kontala-does-not-do","What Kontala does not do",[874,1266,1267,1270,1271,1274,1275,1278],{},[878,1268,1269],{},"Kontala does not submit Self Assessment to HMRC.","\nUnlike ",[927,1272,1273],{"href":467},"VAT",", which files under Making Tax Digital, and ",[927,1276,1277],{"href":346},"payroll",", which files RTI, there is no Self Assessment filing connection.\nYou or your accountant enter the figures in HMRC's own service or in filing software.",[882,1280,1282],{"id":1281},"the-tax-year","The tax year",[874,1284,1285,1286,1289,1290,1293],{},"Self Assessment runs on the tax year: ",[878,1287,1288],{},"6 April to 5 April",".\nKontala names a tax year by the year it starts in, so ",[878,1291,1292],{},"2026\u002F27"," means 6 April 2026 to 5 April 2027, and the screen spells the dates out beside the label.",[874,1295,1296,1297,899],{},"That is not the same as your accounting year.\nIf your accounts are made up to a date other than 5 April, Kontala works out each tax year's share - see ",[927,1298,606],{"href":607},[882,1300,1302],{"id":1301},"before-the-screens-work","Before the screens work",[874,1304,1305,1306,1309,1310,934,1312,1315],{},"Kontala needs your ",[878,1307,1308],{},"trading start date",", under ",[878,1311,933],{},[878,1313,1314],{},"Accounting Dates",".\nWithout it there are no tax years to show, and the screen says so.",[882,1317,1138],{"id":1137},[918,1319,1320,1324,1328],{},[890,1321,1322],{},[927,1323,576],{"href":577},[890,1325,1326],{},[927,1327,581],{"href":582},[890,1329,1330],{},[927,1331,763],{"href":764},{"title":1159,"searchDepth":1160,"depth":1160,"links":1333},[1334,1335,1336,1337,1338],{"id":1222,"depth":1160,"text":1223},{"id":1263,"depth":1160,"text":1264},{"id":1281,"depth":1160,"text":1282},{"id":1301,"depth":1160,"text":1302},{"id":1137,"depth":1160,"text":1138},"Which businesses see the Self Assessment screens in Kontala, what the tax year is, and what Kontala does and does not do.",{},{"title":571,"description":1339},{"loc":572},"awMjQ3RHRejq3CO2Iy-GhOZTM_M0_JwKDI_4ZR4M8nw",{"id":1345,"title":624,"body":1346,"description":1531,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1173,"meta":1532,"navigation":1172,"order":23,"path":625,"reviewedBy":23,"reviewedDate":23,"section":475,"sections":23,"seo":1533,"sitemap":1534,"stem":626,"summary":627,"__hash__":1535},"help\u002Faccounting\u002Fhelp\u002F16.cis\u002F01.cis-settings.md",{"type":871,"value":1347,"toc":1523},[1348,1356,1359,1369,1373,1376,1401,1405,1427,1431,1450,1454,1457,1477,1480,1484,1487,1501,1507,1509],[874,1349,1350,1351,934,1353,899],{},"Go to ",[878,1352,933],{},[878,1354,1355],{},"CIS",[874,1357,1358],{},"This is where you record whether the business works under the Construction Industry Scheme.\nNothing else in CIS works until it is set.",[874,1360,1361,1362,1365,1366,1368],{},"The screen is available to every kind of business.\nIt is deliberately ",[878,1363,1364],{},"not"," part of ",[927,1367,576],{"href":577},", because a limited company can be a contractor or a subcontractor too.",[882,1370,1372],{"id":1371},"your-role","Your role",[874,1374,1375],{},"Pick one:",[918,1377,1378,1384,1390,1396],{},[890,1379,1380,1383],{},[878,1381,1382],{},"Contractor"," - you pay subcontractors.",[890,1385,1386,1389],{},[878,1387,1388],{},"Subcontractor"," - contractors deduct tax at source from payments to you.",[890,1391,1392,1395],{},[878,1393,1394],{},"Both"," - a business in the middle of the chain, which is common.",[890,1397,1398,899],{},[878,1399,1400],{},"Not in CIS",[882,1402,1404],{"id":1403},"what-choosing-subcontractor-gives-you","What choosing subcontractor gives you",[918,1406,1407,1421,1424],{},[890,1408,1409,1410,1413,1414,976,1417,1420],{},"Every invoice gets a ",[878,1411,1412],{},"this is a CIS job"," switch, and each line a ",[878,1415,1416],{},"Labour",[878,1418,1419],{},"Materials"," choice.",[890,1422,1423],{},"A sent CIS invoice gets a panel for recording the deductions from your contractor's payment and deduction statements.",[890,1425,1426],{},"A recorded deduction settles that part of the invoice and posts to the ledger, so what you are still owed stays right.",[882,1428,1430],{"id":1429},"what-choosing-contractor-gives-you","What choosing contractor gives you",[918,1432,1433,1440,1447],{},[890,1434,1435,1436,1439],{},"A monthly ",[878,1437,1438],{},"CIS300"," return, built from what you actually paid subcontractors, with the whole-pound truncation HMRC requires.",[890,1441,1442,1443,1446],{},"The statutory ",[878,1444,1445],{},"payment and deduction statement"," for each subcontractor, as a PDF or by email.",[890,1448,1449],{},"Recording a return as filed moves what you withheld onto the PAYE and CIS you owe HMRC.",[882,1451,1453],{"id":1452},"your-registration-status","Your registration status",[874,1455,1456],{},"A subcontractor also records its CIS registration status, because that is what sets the rate contractors take:",[918,1458,1459,1465,1471],{},[890,1460,1461,1464],{},[878,1462,1463],{},"Gross payment status"," - 0%.",[890,1466,1467,1470],{},[878,1468,1469],{},"Registered for CIS"," - 20%.",[890,1472,1473,1476],{},[878,1474,1475],{},"Not registered, or not yet verified"," - 30%.",[874,1478,1479],{},"Kontala does not guess.\nWithout a status recorded, deductions cannot be worked out at all - guessing 20% for a business with gross payment status would invent a deduction, and guessing 0% for a registered one would lose it a tax credit.",[882,1481,1483],{"id":1482},"why-your-business-type-matters","Why your business type matters",[874,1485,1486],{},"For a subcontractor, the legal form decides where a deduction ends up, and the two treatments are opposites:",[918,1488,1489,1495],{},[890,1490,1491,1494],{},[878,1492,1493],{},"A company's"," deductions are money HMRC owes it. They build up as a receivable and are set against the PAYE and CIS the company owes each month.",[890,1496,1497,1500],{},[878,1498,1499],{},"An unincorporated business's"," deductions relieve the owner's own Income Tax and Class 4 National Insurance. They are recorded as drawings, and totalled on box 81 of their Self Assessment return.",[874,1502,1503,1504,1506],{},"If no business type is recorded, Kontala refuses to record a deduction rather than pick one.\nSet it on ",[927,1505,763],{"href":764}," first.",[882,1508,1138],{"id":1137},[918,1510,1511,1515,1519],{},[890,1512,1513],{},[927,1514,629],{"href":630},[890,1516,1517],{},[927,1518,635],{"href":636},[890,1520,1521],{},[927,1522,763],{"href":764},{"title":1159,"searchDepth":1160,"depth":1160,"links":1524},[1525,1526,1527,1528,1529,1530],{"id":1371,"depth":1160,"text":1372},{"id":1403,"depth":1160,"text":1404},{"id":1429,"depth":1160,"text":1430},{"id":1452,"depth":1160,"text":1453},{"id":1482,"depth":1160,"text":1483},{"id":1137,"depth":1160,"text":1138},"Tell Kontala whether your business pays subcontractors, has deductions taken from its own payments, or both - and what each answer switches on.",{},{"title":624,"description":1531},{"loc":625},"VC4czTmyDVX6k00RsSgEIfKijZeYD8MgbPAhIFsMO0Y",{"id":1537,"title":32,"body":1538,"description":1653,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":1655,"navigation":1172,"order":1656,"path":33,"reviewedBy":23,"reviewedDate":23,"section":36,"sections":23,"seo":1657,"sitemap":1658,"stem":34,"summary":35,"__hash__":1659},"help\u002Faccounting\u002Fhelp\u002F01.getting-started\u002F03.create-your-account.md",{"type":871,"value":1539,"toc":1647},[1540,1543,1547,1586,1589,1593,1603,1607,1613,1623,1628,1631,1635],[874,1541,1542],{},"You create your Kontala account on the Kontala website, not in the app.\nSigning up starts a free trial, and you do not need to enter a card.",[882,1544,1546],{"id":1545},"sign-up","Sign up",[887,1548,1549,1556,1570,1580],{},[890,1550,1551,1552,899],{},"Go to the ",[927,1553,1555],{"href":1554},"\u002Faccounting\u002Fsignup","sign-up page",[890,1557,1558,1559,1014,1562,1565,1566,1569],{},"Enter your ",[878,1560,1561],{},"Full name",[878,1563,1564],{},"Work email",", and optionally a ",[878,1567,1568],{},"Phone"," number.",[890,1571,1558,1572,1575,1576,1579],{},[878,1573,1574],{},"Business name"," and choose your ",[878,1577,1578],{},"Business type",": limited company, sole trader, partnership, landlord, or corporation. Kontala is currently available to UK businesses only.",[890,1581,1582,1583,899],{},"Tick to agree to the Terms and Privacy Policy, then choose ",[878,1584,1585],{},"Create my account",[874,1587,1588],{},"If your email address already has a Kontala account, you are sent to the sign-in page instead.",[882,1590,1592],{"id":1591},"verify-your-email","Verify your email",[874,1594,1595,1596,1599,1600,899],{},"We email a verification link to the address you entered, and the ",[878,1597,1598],{},"Check your inbox"," page confirms where it went.\nIf it has not arrived after a minute or two, check your spam folder, or choose ",[878,1601,1602],{},"Resend the link",[882,1604,1606],{"id":1605},"set-your-password","Set your password",[874,1608,1609,1610,1612],{},"The link in the email opens the ",[878,1611,1606],{}," page.",[887,1614,1615,1618],{},[890,1616,1617],{},"Choose a password of at least 8 characters, and enter it again to confirm.",[890,1619,892,1620,899],{},[878,1621,1622],{},"Create my company",[874,1624,1625,1626,899],{},"This is the password that protects your books, so make it a strong one - see ",[927,1627,43],{"href":44},[874,1629,1630],{},"Kontala then creates your account, sets up your company, and prepares your chart of accounts.\nThis usually takes a few seconds, and you are then taken to the app to sign in.",[882,1632,1634],{"id":1633},"next-steps","Next steps",[918,1636,1637,1642],{},[890,1638,1639,1641],{},[927,1640,38],{"href":39}," covers the sign-in page, Google sign-in, and password resets.",[890,1643,1644,1646],{},[927,1645,48],{"href":49}," shows where you land and what to do first.",{"title":1159,"searchDepth":1160,"depth":1160,"links":1648},[1649,1650,1651,1652],{"id":1545,"depth":1160,"text":1546},{"id":1591,"depth":1160,"text":1592},{"id":1605,"depth":1160,"text":1606},{"id":1633,"depth":1160,"text":1634},"Sign up on kontala.com, verify your email address, set your password, and Kontala creates your company ready to use.","20 July 2026",{},1,{"title":32,"description":1653},{"loc":33},"xtsmOx5zfjX9Th9w8D8HSzcYTZpCidB6OH9uAYsCWAc",{"id":1661,"title":422,"body":1662,"description":1795,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":1796,"navigation":1172,"order":1160,"path":423,"reviewedBy":23,"reviewedDate":23,"section":420,"sections":23,"seo":1797,"sitemap":1798,"stem":424,"summary":425,"__hash__":1799},"help\u002Faccounting\u002Fhelp\u002F12.banking\u002F03.import-a-bank-statement.md",{"type":871,"value":1663,"toc":1790},[1664,1667,1671,1699,1702,1706,1712,1747,1754,1757,1761,1770,1783],[874,1665,1666],{},"Statement imports are how bank transactions get into Kontala.\nExport a file from your online banking, upload it, and confirm how it should be read.",[882,1668,1670],{"id":1669},"upload-the-file","Upload the file",[887,1672,1673,1686,1693],{},[890,1674,1350,1675,1677,1678,1681,1682,1685],{},[878,1676,405],{},", open the account, then choose ",[878,1679,1680],{},"Upload statement",". The ",[878,1683,1684],{},"Import statement"," page opens.",[890,1687,1688,1689,1692],{},"Export your statement from your bank as a CSV or OFX file (up to 5 MB). If you are building the file yourself, use ",[878,1690,1691],{},"Download CSV template"," as a starting point.",[890,1694,892,1695,1698],{},[878,1696,1697],{},"Choose a file"," and pick your export.",[874,1700,1701],{},"Kontala reads the file and auto-detects its layout.",[882,1703,1705],{"id":1704},"check-the-columns","Check the columns",[874,1707,1708,1709,1711],{},"For a CSV, the ",[878,1710,1705],{}," step shows the first lines of your file and the mapping Kontala detected.\nCheck each dropdown points at the right column:",[918,1713,1714,1727,1735],{},[890,1715,1716,1719,1720,1723,1724,899],{},[878,1717,1718],{},"How is the amount shown?"," - ",[878,1721,1722],{},"One amount column"," (a leading minus means money out) or ",[878,1725,1726],{},"Separate money-in \u002F money-out columns",[890,1728,1729,1014,1732,899],{},[878,1730,1731],{},"Date column",[878,1733,1734],{},"Date format",[890,1736,1737,1740,1741,1014,1744,899],{},[878,1738,1739],{},"Description column",", plus the optional ",[878,1742,1743],{},"Balance column",[878,1745,1746],{},"Bank memo column",[874,1748,1749,1750,1753],{},"The ",[878,1751,1752],{},"Preview"," table re-reads your file as you adjust, so you can see exactly how each row will land.\nAny row Kontala cannot read is flagged in the preview with the reason.",[874,1755,1756],{},"An OFX file describes its own columns, so there is nothing to map - just check the preview.",[882,1758,1760],{"id":1759},"import","Import",[874,1762,892,1763,1765,1766,1769],{},[878,1764,1760],{},".\nThe ",[878,1767,1768],{},"Import complete"," summary shows how many rows were imported and how many were skipped as duplicates, so re-importing an overlapping export is always safe.",[874,1771,892,1772,1775,1776,1779,1780,899],{},[878,1773,1774],{},"View statement"," to see the new lines.\nImported transactions start as ",[878,1777,1778],{},"Unexplained"," - the next step is to ",[927,1781,1782],{"href":438},"explain them",[874,1784,1785,1786,1014,1788,899],{},"If the file will not read cleanly, see ",[927,1787,427],{"href":428},[927,1789,843],{"href":844},{"title":1159,"searchDepth":1160,"depth":1160,"links":1791},[1792,1793,1794],{"id":1669,"depth":1160,"text":1670},{"id":1704,"depth":1160,"text":1705},{"id":1759,"depth":1160,"text":1760},"Upload a CSV or OFX statement export, confirm the detected columns, and bring your bank transactions into Kontala.",{},{"title":422,"description":1795},{"loc":423},"dobMklXQUojlovkbC9oAnkeXL1K36A6KNlMZokDPTRk",{"id":1801,"title":437,"body":1802,"description":1925,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":1926,"navigation":1172,"order":1927,"path":438,"reviewedBy":23,"reviewedDate":23,"section":441,"sections":23,"seo":1928,"sitemap":1929,"stem":439,"summary":440,"__hash__":1930},"help\u002Faccounting\u002Fhelp\u002F12.banking\u002F06.explain-a-transaction.md",{"type":871,"value":1803,"toc":1919},[1804,1807,1819,1823,1855,1858,1862,1878,1887,1891,1899,1903,1911],[874,1805,1806],{},"Importing a statement tells Kontala what moved through your account.\nExplaining tells it why - and that is what turns bank lines into accounts.",[874,1808,1809,1810,1812,1813,1765,1816,1818],{},"Each line on an account's statement carries a status marker: a red question mark for ",[878,1811,1778],{}," and a green tick for ",[878,1814,1815],{},"Explained",[878,1817,1778],{}," tab shows a count of what still needs your attention.",[882,1820,1822],{"id":1821},"explain-a-line","Explain a line",[887,1824,1825,1833,1836,1843],{},[890,1826,1350,1827,1829,1830,1832],{},[878,1828,405],{},", open the account, and choose the ",[878,1831,1778],{}," tab.",[890,1834,1835],{},"Click a transaction - an explanation panel opens beneath it.",[890,1837,1838,1839,1842],{},"Choose a ",[878,1840,1841],{},"Type",". The list depends on the direction of the line.",[890,1844,1845,1846,1014,1849,1851,1852,899],{},"Fill in the field the type asks for, check the ",[878,1847,1848],{},"Value",[878,1850,1273],{},", then choose ",[878,1853,1854],{},"Add",[874,1856,1857],{},"The line turns to \"Fully explained\" and gets its green tick.",[882,1859,1861],{"id":1860},"choosing-a-type","Choosing a type",[874,1863,1864,1865,1868,1869,1872,1873,1868,1876,899],{},"For everyday money out, choose ",[878,1866,1867],{},"Payment"," and pick a ",[878,1870,1871],{},"Category"," - the grouped list covers your income, cost and expense categories.\nFor everyday money in that is not an invoice, choose ",[878,1874,1875],{},"Sales",[878,1877,1871],{},[874,1879,1880,1881,1883,1884,1886],{},"Where the type is a taxable sale or purchase, the ",[878,1882,1273],{}," field appears.\nPick a rate and Kontala extracts the VAT from the ",[878,1885,1848],{}," automatically; a manual rate lets you type the exact amount.",[882,1888,1890],{"id":1889},"money-in-that-pays-an-invoice","Money in that pays an invoice",[874,1892,892,1893,1896,1897,899],{},[878,1894,1895],{},"Invoice Receipt"," and pick the invoice - each option shows its reference and the amount still due.\nThe invoice is marked as paid by this bank line; see ",[927,1898,213],{"href":214},[882,1900,1902],{"id":1901},"money-out-that-pays-a-bill","Money out that pays a bill",[874,1904,892,1905,1908,1909,899],{},[878,1906,1907],{},"Bill Payment"," and pick the outstanding bill.\nThe bill is settled the same way; see ",[927,1910,331],{"href":332},[874,1912,1913,1914,1916,1917,899],{},"One line can also be split across several explanations - see ",[927,1915,443],{"href":444},".\nFor moves between your own accounts, see ",[927,1918,453],{"href":454},{"title":1159,"searchDepth":1160,"depth":1160,"links":1920},[1921,1922,1923,1924],{"id":1821,"depth":1160,"text":1822},{"id":1860,"depth":1160,"text":1861},{"id":1889,"depth":1160,"text":1890},{"id":1901,"depth":1160,"text":1902},"Turn unexplained bank lines into explained ones by choosing a type, picking a category, or linking an invoice or bill.",{},3,{"title":437,"description":1925},{"loc":438},"-Cm9c-msGT69QoOwEYfVcEn0D346RPuf7MkOMTvhL6I",{"id":1932,"title":477,"body":1933,"description":2050,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":2051,"navigation":1172,"order":2052,"path":478,"reviewedBy":23,"reviewedDate":23,"section":475,"sections":23,"seo":2053,"sitemap":2054,"stem":479,"summary":480,"__hash__":2055},"help\u002Faccounting\u002Fhelp\u002F13.vat\u002F02.connect-kontala-to-hmrc.md",{"type":871,"value":1934,"toc":2044},[1935,1938,1942,1968,1972,1991,1998,2003,2007,2031,2034,2038],[874,1936,1937],{},"To file VAT returns online, you authorise Kontala with HMRC once.\nThe authorisation happens on HMRC's own website, and only owners and admins can manage it.",[882,1939,1941],{"id":1940},"what-you-will-need","What you will need",[918,1943,1944,1953,1961],{},[890,1945,1946,1947,899],{},"Your Government Gateway sign-in details - the ones you use for ",[927,1948,1952],{"href":1949,"rel":1950},"https:\u002F\u002Fwww.gov.uk\u002Flog-in-register-hmrc-online-services",[1951],"nofollow","HMRC online services",[890,1954,1955,1956,899],{},"A business signed up for ",[927,1957,1960],{"href":1958,"rel":1959},"https:\u002F\u002Fwww.gov.uk\u002Fgovernment\u002Fcollections\u002Fmaking-tax-digital-for-vat",[1951],"Making Tax Digital for VAT",[890,1962,1963,1964,1967],{},"Your ",[927,1965,1966],{"href":472},"VAT registration details"," already saved in Kontala.",[882,1969,1971],{"id":1970},"connect-to-hmrc","Connect to HMRC",[887,1973,1974,1979,1988],{},[890,1975,1976,1977,899],{},"Open the account menu and choose ",[878,1978,778],{},[890,1980,1981,1982,1985,1986,899],{},"On the ",[878,1983,1984],{},"HMRC Making Tax Digital"," card, select ",[878,1987,1971],{},[890,1989,1990],{},"Sign in on HMRC's website and approve the authorisation. Kontala asks to view your VAT information and submit your VAT returns.",[874,1992,1993,1994,1997],{},"HMRC sends you back to Kontala, and the card shows a green ",[878,1995,1996],{},"Connected"," badge with the connection date.\nKontala never sees your Government Gateway password - you only ever enter it on HMRC's site.",[874,1999,2000,2001,899],{},"Right after connecting, Kontala compares your VAT periods with HMRC's records.\nIf they do not match, it offers to adjust your settings - see ",[927,2002,493],{"href":494},[882,2004,2006],{"id":2005},"connection-states","Connection states",[918,2008,2009,2018],{},[890,2010,2011,2014,2015,2017],{},[878,2012,2013],{},"Not connected"," - the organisation is not yet authorised. Select ",[878,2016,1971],{}," to start.",[890,2019,2020,2022,2023,2026,2027,2030],{},[878,2021,1996],{}," - you can submit returns and use ",[927,2024,2025],{"href":525},"the VAT Dashboard",". Select ",[878,2028,2029],{},"Disconnect"," to remove the authorisation at any time.",[874,2032,2033],{},"HMRC authorisations do not last forever.\nIf yours expires, submissions start failing - just reconnect from the same card.",[882,2035,2037],{"id":2036},"next-step","Next step",[874,2039,2040,2041,899],{},"When a period has ended, you are ready to ",[927,2042,2043],{"href":504},"submit a VAT return",{"title":1159,"searchDepth":1160,"depth":1160,"links":2045},[2046,2047,2048,2049],{"id":1940,"depth":1160,"text":1941},{"id":1970,"depth":1160,"text":1971},{"id":2005,"depth":1160,"text":2006},{"id":2036,"depth":1160,"text":2037},"Authorise Kontala with HMRC so you can submit Making Tax Digital VAT returns directly from the app.",{},4,{"title":477,"description":2050},{"loc":478},"2kyndtAp7QTh2IP24E-ENS0tzjwqRygJ1bg9DO6CsWo",{"id":2057,"title":503,"body":2058,"description":2146,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":2147,"navigation":1172,"order":2148,"path":504,"reviewedBy":23,"reviewedDate":23,"section":507,"sections":23,"seo":2149,"sitemap":2150,"stem":505,"summary":506,"__hash__":2151},"help\u002Faccounting\u002Fhelp\u002F13.vat\u002F07.submit-a-vat-return.md",{"type":871,"value":2059,"toc":2140},[2060,2067,2071,2087,2091,2112,2115,2119,2122,2130,2134],[874,2061,2062,2063,2066],{},"Once you have ",[927,2064,2065],{"href":499},"reviewed your return",", filing takes a moment.",[882,2068,2070],{"id":2069},"before-you-start","Before you start",[918,2072,2073,2079,2082],{},[890,2074,2075,2076,899],{},"Your organisation is ",[927,2077,2078],{"href":478},"connected to HMRC",[890,2080,2081],{},"The VAT period has ended - a period still in progress cannot be submitted.",[890,2083,2084,2085,899],{},"You have the Full Access permission level - see ",[927,2086,758],{"href":759},[882,2088,2090],{"id":2089},"submit-to-hmrc","Submit to HMRC",[887,2092,2093,2101,2104,2107],{},[890,2094,2095,2096,2098,2099,899],{},"Open the return from ",[878,2097,1273],{}," and choose ",[878,2100,2090],{},[890,2102,2103],{},"A confirmation dialog shows the period, its dates, and the net VAT to pay or reclaim. Submitting is final and cannot be undone.",[890,2105,2106],{},"Read the legal declaration. When you submit, you are declaring that the information is true and complete - a false declaration can result in prosecution.",[890,2108,892,2109,899],{},[878,2110,2111],{},"Agree and submit",[874,2113,2114],{},"Kontala sends the nine boxes to HMRC through the Making Tax Digital API.",[882,2116,2118],{"id":2117},"what-hmrc-sends-back","What HMRC sends back",[874,2120,2121],{},"On success you see a confirmation with your receipt number, called the form bundle number, and a payment reference when there is VAT to pay.\nKeep the receipt number for your records.",[874,2123,2124,2125,2127,2128,899],{},"The return's status changes to ",[878,2126,1100],{},", and the transactions in the period lock so the filed figures can never drift - see ",[927,2129,509],{"href":510},[882,2131,2133],{"id":2132},"if-hmrc-does-not-accept-it","If HMRC does not accept it",[874,2135,2136,2137,2139],{},"The rejection message appears in the dialog, and nothing is saved as filed.\nSee ",[927,2138,519],{"href":520}," for the common causes and fixes.",{"title":1159,"searchDepth":1160,"depth":1160,"links":2141},[2142,2143,2144,2145],{"id":2069,"depth":1160,"text":2070},{"id":2089,"depth":1160,"text":2090},{"id":2117,"depth":1160,"text":2118},{"id":2132,"depth":1160,"text":2133},"File your VAT return to HMRC under Making Tax Digital directly from Kontala.",{},5,{"title":503,"description":2146},{"loc":504},"LLuvPdpUl3NqWYglcEkjbsSenC4LYLW9A6aCYsGVvcc",{"id":2153,"title":192,"body":2154,"description":2300,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":2301,"navigation":1172,"order":2302,"path":193,"reviewedBy":23,"reviewedDate":23,"section":196,"sections":23,"seo":2303,"sitemap":2304,"stem":194,"summary":195,"__hash__":2305},"help\u002Faccounting\u002Fhelp\u002F06.invoicing\u002F01.create-an-invoice.md",{"type":871,"value":2155,"toc":2295},[2156,2159,2163,2221,2224,2228,2273,2276,2280,2287],[874,2157,2158],{},"An invoice starts as a draft, so you can build it up before anything reaches your books.",[882,2160,2162],{"id":2161},"create-the-invoice","Create the invoice",[887,2164,2165,2173,2178,2191,2198,2208,2216],{},[890,2166,1350,2167,1851,2170,899],{},[878,2168,2169],{},"Money In",[878,2171,2172],{},"Invoices",[890,2174,892,2175,899],{},[878,2176,2177],{},"New Invoice",[890,2179,2180,2181,2184,2185,1097,2188,1506],{},"Pick a ",[878,2182,2183],{},"Contact",", or choose ",[878,2186,2187],{},"Add a new contact",[927,2189,2190],{"href":101},"create one",[890,2192,2193,2194,2197],{},"Check the ",[878,2195,2196],{},"Invoice reference",". It is auto-numbered from your invoice sequence, and you can change it.",[890,2199,2200,2201,1014,2204,2207],{},"Set the ",[878,2202,2203],{},"Invoice date",[878,2205,2206],{},"Payment terms"," in days. Set the terms to zero to display 'Due on Receipt' on the invoice.",[890,2209,2180,2210,2213,2214,899],{},[878,2211,2212],{},"Currency"," if you are not invoicing in pounds - see ",[927,2215,230],{"href":231},[890,2217,892,2218,899],{},[878,2219,2220],{},"Create invoice",[874,2222,2223],{},"Kontala opens the new invoice so you can add line items.",[882,2225,2227],{"id":2226},"add-line-items","Add line items",[887,2229,2230,2235,2248,2258,2264],{},[890,2231,892,2232,899],{},[878,2233,2234],{},"Add invoice item",[890,2236,2237,2238,1097,2241,2244,2245,899],{},"To bill for something in your catalogue, pick an ",[878,2239,2240],{},"Item",[927,2242,2243],{"href":136},"fill the line from Products & Services",". Every field stays editable. For a one-off line, just type the ",[878,2246,2247],{},"Details",[890,2249,2250,2251,1014,2254,2257],{},"Enter the ",[878,2252,2253],{},"Quantity",[878,2255,2256],{},"Unit price",". Enter discounts and credits as a negative unit price.",[890,2259,2260,2261,2263],{},"Choose the ",[878,2262,1273],{}," rate for the line. Each line carries its own rate, and the invoice shows the rate against every line.",[890,2265,892,2266,1101,2269,2272],{},[878,2267,2268],{},"Create and finish",[878,2270,2271],{},"Create and add another"," to keep going.",[874,2274,2275],{},"Kontala calculates the net total, VAT, and invoice total for you.",[882,2277,2279],{"id":2278},"mark-it-as-sent","Mark it as sent",[874,2281,2282,2283,2286],{},"When the invoice is ready, choose ",[878,2284,2285],{},"Mark as Sent"," on the progress bar at the top.\nThis issues the invoice: it is recorded in your books, editing locks, and any lines linked to tracked stock items reduce your stock.",[874,2288,2289,2290,2292,2293,899],{},"Started from a quote instead? See ",[927,2291,179],{"href":180},".\nNext: ",[927,2294,203],{"href":204},{"title":1159,"searchDepth":1160,"depth":1160,"links":2296},[2297,2298,2299],{"id":2161,"depth":1160,"text":2162},{"id":2226,"depth":1160,"text":2227},{"id":2278,"depth":1160,"text":2279},"How to create a sales invoice in Kontala, add line items from your Products & Services catalogue or as free text, and mark it as sent.",{},6,{"title":192,"description":2300},{"loc":193},"ZSnAgVmymn7kmhThrpqTijRsLoQ6I32q0CEB_zUNNAI",{"id":2307,"title":301,"body":2308,"description":2436,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":2437,"navigation":1172,"order":2438,"path":302,"reviewedBy":23,"reviewedDate":23,"section":305,"sections":23,"seo":2439,"sitemap":2440,"stem":303,"summary":304,"__hash__":2441},"help\u002Faccounting\u002Fhelp\u002F09.expenses\u002F04.submit-and-approve-expenses.md",{"type":871,"value":2309,"toc":2431},[2310,2322,2326,2340,2344,2349,2376,2394,2398,2401,2417,2426],[874,2311,2312,2313,934,2316,934,2319,2321],{},"An expense claim moves through a simple workflow: ",[878,2314,2315],{},"Draft",[878,2317,2318],{},"Submitted",[878,2320,979],{},".\nNothing reaches your books until a claim is approved.",[882,2323,2325],{"id":2324},"submit-a-claim","Submit a claim",[874,2327,2328,2329,2332,2333,2335,2336,2339],{},"On a draft expense, choose ",[878,2330,2331],{},"Submit expense",".\nYou can submit your own claims; owners and admins can submit anyone's.\nWhile a claim is ",[878,2334,2315],{}," it stays fully editable - choose ",[878,2337,2338],{},"Edit"," on the expense.",[882,2341,2343],{"id":2342},"approve-or-reject","Approve or reject",[874,2345,2346,2347,899],{},"Approving is for owners and admins - see ",[927,2348,758],{"href":759},[918,2350,2351,2362],{},[890,2352,2353,2354,2357,2358,2361],{},"To approve, open a submitted expense and choose ",[878,2355,2356],{},"Approve",", then confirm with ",[878,2359,2360],{},"Approve expense",". Approval is final: an approved expense can no longer be edited or reopened.",[890,2363,2364,2365,2368,2369,2371,2372,2375],{},"To send it back, choose ",[878,2366,2367],{},"Reject"," and enter a reason. The claimant sees the reason on the expense, can ",[878,2370,2338],{}," it to fix the problem, and can submit it again. ",[878,2373,2374],{},"Reopen"," turns a rejected claim back into a draft.",[874,2377,2378,2379,2382,2383,2386,2387,976,2390,2393],{},"If your organisation is ",[927,2380,2381],{"href":775},"connected to FreeAgent",", each approved expense is pushed there automatically.\nOwners and admins see a ",[878,2384,2385],{},"Pushed to FreeAgent"," badge on the approved expense, with a ",[878,2388,2389],{},"Push now",[878,2391,2392],{},"Retry"," action if a push has not landed.",[882,2395,2397],{"id":2396},"skip-the-submit-step","Skip the submit step",[874,2399,2400],{},"If you do not need the two-step workflow, a company setting collapses it:",[887,2402,2403,2407],{},[890,2404,1976,2405,899],{},[878,2406,933],{},[890,2408,2409,2410,2412,2413,2416],{},"In the ",[878,2411,279],{}," card, tick ",[878,2414,2415],{},"Allow expenses to be approved directly from draft (skip the submit step)"," and save.",[874,2418,2419,2420,2422,2423,2425],{},"When the setting is on, ",[878,2421,2331],{}," is replaced by ",[878,2424,2356],{}," on draft expenses: an owner or admin can approve anyone's draft, and a team member can approve their own.\nLeave it off to keep the standard submit-then-approve workflow.",[874,2427,2428,2429,899],{},"Mileage claims follow exactly the same workflow - see ",[927,2430,307],{"href":308},{"title":1159,"searchDepth":1160,"depth":1160,"links":2432},[2433,2434,2435],{"id":2324,"depth":1160,"text":2325},{"id":2342,"depth":1160,"text":2343},{"id":2396,"depth":1160,"text":2397},"How expense claims move from draft to submitted to approved in Kontala, who can approve them, and how to skip the submit step.",{},7,{"title":301,"description":2436},{"loc":302},"qnwZOe6CPA-bJn96jJKIqPLNy3onSLkKDJqFZNbsuSM",{"id":2443,"title":71,"body":2444,"description":2537,"extension":1171,"faq":23,"featured":1172,"gated":866,"icon":23,"lastUpdated":1654,"meta":2538,"navigation":1172,"order":2539,"path":72,"reviewedBy":23,"reviewedDate":23,"section":75,"sections":23,"seo":2540,"sitemap":2541,"stem":73,"summary":74,"__hash__":2542},"help\u002Faccounting\u002Fhelp\u002F02.tala\u002F01.what-tala-can-do.md",{"type":871,"value":2445,"toc":2532},[2446,2453,2456,2460,2494,2497,2501,2510,2514,2527],[874,2447,2448,2449,2452],{},"Tala is Kontala's AI accountant, and the first thing you see when you sign in: ",[878,2450,2451],{},"Tala"," is the first item in the top navigation and the app's home screen.\nIt greets you with \"Hi, I'm Tala\" above a prompt box that reads \"Ask Tala anything about your books…\".",[874,2454,2455],{},"Ask a question in plain English and Tala looks up the answer in your organisation's real figures, so what it tells you reflects your books as they stand.",[882,2457,2459],{"id":2458},"what-tala-can-answer","What Tala can answer",[918,2461,2462,2467,2472,2477,2483,2488],{},[890,2463,2464,2466],{},[878,2465,2172],{}," - what you have issued and what customers still owe, including overdue amounts.",[890,2468,2469,2471],{},[878,2470,315],{}," - what you have recorded and what remains unpaid.",[890,2473,2474,2476],{},[878,2475,279],{}," - claims, their approval status, and your spending categories.",[890,2478,2479,2482],{},[878,2480,2481],{},"Banking and cash"," - account balances and transactions, your total cash position, and money in against money out.",[890,2484,2485,2487],{},[878,2486,1273],{}," - your VAT periods and the nine-box figures for any return.",[890,2489,2490,2493],{},[878,2491,2492],{},"Your accounts"," - the trial balance, and the ledger transactions behind any account on it.",[874,2495,2496],{},"Tala also knows its way around Kontala, so you can ask how to get something done, for example where to record a supplier bill.",[882,2498,2500],{"id":2499},"actions-tala-can-propose","Actions Tala can propose",[874,2502,2503,2504,2507,2508,899],{},"Tala can draft two changes for you: creating a new expense and approving a submitted one.\nBoth appear as a card in the chat, and nothing happens until you choose ",[878,2505,2506],{},"Confirm"," on it.\nSee ",[927,2509,88],{"href":89},[882,2511,2513],{"id":2512},"what-tala-will-not-do","What Tala will not do",[918,2515,2516,2519,2524],{},[890,2517,2518],{},"It never changes your books by itself, and it cannot file anything to HMRC, send documents, or delete records.",[890,2520,2521,2522,899],{},"It only sees your own organisation, at your own permission level. See ",[927,2523,77],{"href":78},[890,2525,2526],{},"It is not a substitute for a qualified accountant. For anything with filing consequences, review the figures and check with your accountant; Tala reminds you of the same.",[874,2528,2529,2530,899],{},"When you are ready to try it, start with ",[927,2531,82],{"href":83},{"title":1159,"searchDepth":1160,"depth":1160,"links":2533},[2534,2535,2536],{"id":2458,"depth":1160,"text":2459},{"id":2499,"depth":1160,"text":2500},{"id":2512,"depth":1160,"text":2513},"Tala answers questions about your invoices, bills, expenses, banking, and VAT, and can draft an expense for you to confirm.",{},8,{"title":71,"description":2537},{"loc":72},"IFd3KOCkjhzaI6gBQaVti6Ol7n612P6mqduHnouABaI",1791376703384]