[{"data":1,"prerenderedAt":1180},["ShallowReactive",2],{"help-navigation":3,"help:\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Fthe-end-of-year-process":867,"help-surround:\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Fthe-end-of-year-process":1177},[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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,"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,{"id":868,"title":541,"body":869,"description":1169,"extension":1170,"faq":23,"featured":1171,"gated":866,"icon":23,"lastUpdated":1172,"meta":1173,"navigation":1171,"order":23,"path":542,"reviewedBy":23,"reviewedDate":23,"section":545,"sections":23,"seo":1174,"sitemap":1175,"stem":543,"summary":544,"__hash__":1176},"help\u002Faccounting\u002Fhelp\u002F14.end-of-year\u002F01.the-end-of-year-process.md",{"type":870,"value":871,"toc":1157},"minimark",[872,880,885,909,913,916,957,961,979,982,1008,1016,1020,1027,1052,1056,1059,1065,1069,1075,1116,1121,1125,1134,1138],[873,874,875,876,879],"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",[877,878,536],"strong",{}," brings both together, built from the books you have already kept in Kontala.",[881,882,884],"h2",{"id":883},"open-end-of-year","Open End of Year",[886,887,888,899,906],"ol",{},[889,890,891,892,895,896,898],"li",{},"Choose ",[877,893,894],{},"Tax"," in the top menu, then ",[877,897,536],{},".",[889,900,901,902,905],{},"Pick the year you are working on from the dropdown at the top left, labelled like ",[877,903,904],{},"End of Year 2026\u002F27",". The newest year is listed first.",[889,907,908],{},"The chosen year stays in the page address, so you can bookmark or share it.",[881,910,912],{"id":911},"if-end-of-year-is-not-available","If End of Year is not available",[873,914,915],{},"Kontala hides the screen when it does not apply to your organisation:",[917,918,919,937],"ul",{},[889,920,921,924,925,929,930,933,934,898],{},[877,922,923],{},"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 ",[926,927,928],"a",{"href":567},"Income Tax"," instead. Check the company type under ",[877,931,932],{},"Settings",", then ",[877,935,936],{},"Company Details",[889,938,939,942,943,946,947,950,951,954,955,898],{},[877,940,941],{},"Your accounting dates are missing."," Kontala needs a ",[877,944,945],{},"Company Start Date"," and a ",[877,948,949],{},"First Accounting Year End"," to work out your periods. Choose ",[877,952,953],{},"Open Settings"," to fill them in - see ",[926,956,769],{"href":770},[881,958,960],{"id":959},"what-the-screen-shows","What the screen shows",[873,962,963,964,967,968,971,972,975,976,898],{},"The main panel is headed ",[877,965,966],{},"Accounts for"," your year, with the ",[877,969,970],{},"Period of account"," dates beneath it and a status of either ",[877,973,974],{},"Open"," or ",[877,977,978],{},"Approved",[873,980,981],{},"Beneath that are the documents Kontala prepares for the year, on tabs:",[917,983,984,990,996,1002],{},[889,985,986,989],{},[877,987,988],{},"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.",[889,991,992,995],{},[877,993,994],{},"Companies House Report"," - the shorter, filleted version Companies House takes. This is the tab you file from.",[889,997,998,1001],{},[877,999,1000],{},"CT600"," - your Company Tax Return. There is one tab per Corporation Tax accounting period.",[889,1003,1004,1007],{},[877,1005,1006],{},"Computations"," - the working that turns your accounting profit into taxable profit.",[873,1009,1010,1011,1013,1014,898],{},"See ",[926,1012,547],{"href":548}," and ",[926,1015,552],{"href":553},[881,1017,1019],{"id":1018},"your-deadlines","Your deadlines",[873,1021,1022,1023,1026],{},"The sidebar shows one card per Corporation Tax accounting period, each with the period's ",[877,1024,1025],{},"Total liability"," and three dates:",[917,1028,1029,1035,1046],{},[889,1030,1031,1034],{},[877,1032,1033],{},"HMRC filing due"," - when the CT600 is due.",[889,1036,1037,1040,1041,1045],{},[877,1038,1039],{},"Payment due"," - when the tax itself must be paid. This usually falls ",[1042,1043,1044],"em",{},"before"," the filing deadline.",[889,1047,1048,1051],{},[877,1049,1050],{},"Companies House filing due"," - when the accounts are due at Companies House.",[881,1053,1055],{"id":1054},"years-longer-than-12-months","Years longer than 12 months",[873,1057,1058],{},"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.",[873,1060,1061,1062,898],{},"A period before the company started trading is marked ",[877,1063,1064],{},"Pre-trading (dormant) period",[881,1066,1068],{"id":1067},"the-process-tracker","The process tracker",[873,1070,1071,1074],{},[877,1072,1073],{},"End of year process"," in the sidebar tracks the year through four stages:",[886,1076,1077,1083,1105,1111],{},[889,1078,1079,1082],{},[877,1080,1081],{},"Review and approval"," - check the figures and approve the accounts.",[889,1084,1085,1088,1089,1092,1093,1096,1097,1100,1101,1104],{},[877,1086,1087],{},"Companies House"," - the filleted accounts. Kontala files these for you, and the stage follows the submission from ",[877,1090,1091],{},"Ready"," through ",[877,1094,1095],{},"Sent"," to ",[877,1098,1099],{},"Filed",", or ",[877,1102,1103],{},"Rejected"," if Companies House turn it back.",[889,1106,1107,1110],{},[877,1108,1109],{},"HMRC"," - the Corporation Tax computations and CT600, one line per accounting period. Kontala does not submit these; you file them and mark each one.",[889,1112,1113,898],{},[877,1114,1115],{},"Filing complete",[873,1117,1118,1119,898],{},"Nothing can be filed until the year is signed - see ",[926,1120,558],{"href":559},[881,1122,1124],{"id":1123},"who-can-use-it","Who can use it",[873,1126,1127,1128,1131,1132,898],{},"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 ",[877,1129,1130],{},"Full Access",", and a read-only or accountant user can see everything without changing anything.\nSee ",[926,1133,758],{"href":759},[881,1135,1137],{"id":1136},"related","Related",[917,1139,1140,1144,1148,1152],{},[889,1141,1142],{},[926,1143,558],{"href":559},[889,1145,1146],{},[926,1147,679],{"href":680},[889,1149,1150],{},[926,1151,769],{"href":770},[889,1153,1154,1156],{},[926,1155,566],{"href":567},", if your business is not a limited company",{"title":1158,"searchDepth":1159,"depth":1159,"links":1160},"",2,[1161,1162,1163,1164,1165,1166,1167,1168],{"id":883,"depth":1159,"text":884},{"id":911,"depth":1159,"text":912},{"id":959,"depth":1159,"text":960},{"id":1018,"depth":1159,"text":1019},{"id":1054,"depth":1159,"text":1055},{"id":1067,"depth":1159,"text":1068},{"id":1123,"depth":1159,"text":1124},{"id":1136,"depth":1159,"text":1137},"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":1169},{"loc":542},"2zTYyBInulHHllFSJgt-U-NXlOWdy5j0mZbjB3QiyJk",[1178,1179],{"title":536,"path":537,"stem":538,"summary":564,"children":-1},{"title":547,"path":548,"stem":549,"summary":550,"children":-1},1791376703911]