[{"data":1,"prerenderedAt":981},["ShallowReactive",2],{"help-navigation":3,"help:\u002Fhelp\u002Fend-of-year\u002Freview-approve-and-file":734,"help-surround:\u002Fhelp\u002Fend-of-year\u002Freview-approve-and-file":978},[4],{"title":5,"path":6,"stem":7,"children":8,"page":733},"Help","\u002Fhelp","help",[9,55,84,113,142,171,222,240,263,299,329,368,429,499,529,588,617,663,692],{"title":10,"path":11,"stem":12,"children":13,"icon":53,"summary":54,"section":18},"Getting started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started\u002Findex",[14,21,26,32,37,42,48],{"title":15,"path":16,"stem":17,"icon":18,"summary":19,"section":20,"children":-1},"What is Kontala?","\u002Fhelp\u002Fgetting-started\u002Fwhat-is-kontala","help\u002F01.getting-started\u002F01.what-is-kontala",null,"An overview of what Kontala does and who it is for","The basics",{"title":22,"path":23,"stem":24,"icon":18,"summary":25,"section":20,"children":-1},"A quick tour of Kontala","\u002Fhelp\u002Fgetting-started\u002Fa-tour-of-kontala","help\u002F01.getting-started\u002F02.a-tour-of-kontala","Find your way around the app in two minutes",{"title":27,"path":28,"stem":29,"icon":18,"summary":30,"section":31,"children":-1},"Create your Kontala account","\u002Fhelp\u002Fgetting-started\u002Fcreate-your-account","help\u002F01.getting-started\u002F03.create-your-account","Sign up, verify your email, and set your password","Your account",{"title":33,"path":34,"stem":35,"icon":18,"summary":36,"section":31,"children":-1},"Signing in to Kontala","\u002Fhelp\u002Fgetting-started\u002Fsigning-in","help\u002F01.getting-started\u002F04.signing-in","Email and password, Google sign-in, and password resets",{"title":38,"path":39,"stem":40,"icon":18,"summary":41,"section":31,"children":-1},"Your first time in Kontala","\u002Fhelp\u002Fgetting-started\u002Fwhat-happens-after-signup","help\u002F01.getting-started\u002F05.what-happens-after-signup","Where you land and what to do first",{"title":43,"path":44,"stem":45,"icon":18,"summary":46,"section":47,"children":-1},"Set-up checklist for a new company","\u002Fhelp\u002Fgetting-started\u002Fset-up-checklist","help\u002F01.getting-started\u002F06.set-up-checklist","From a fresh company to ready for bookkeeping, in order","Setting up your company",{"title":49,"path":50,"stem":51,"icon":18,"summary":52,"section":47,"children":-1},"Moving to Kontala from another system","\u002Fhelp\u002Fgetting-started\u002Fmoving-to-kontala","help\u002F01.getting-started\u002F07.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":56,"path":57,"stem":58,"children":59,"icon":82,"summary":83,"section":18},"Tala, your AI assistant","\u002Fhelp\u002Ftala","help\u002F02.tala\u002Findex",[60,66,71,77],{"title":61,"path":62,"stem":63,"icon":18,"summary":64,"section":65,"children":-1},"What Tala can do","\u002Fhelp\u002Ftala\u002Fwhat-tala-can-do","help\u002F02.tala\u002F01.what-tala-can-do","The questions Tala can answer and the actions it can propose","Meet Tala",{"title":67,"path":68,"stem":69,"icon":18,"summary":70,"section":65,"children":-1},"What Tala can see","\u002Fhelp\u002Ftala\u002Fwhat-tala-can-see","help\u002F02.tala\u002F02.what-tala-can-see","Your organisation only, at your permission level",{"title":72,"path":73,"stem":74,"icon":18,"summary":75,"section":76,"children":-1},"Asking Tala questions","\u002Fhelp\u002Ftala\u002Fasking-tala-questions","help\u002F02.tala\u002F03.asking-tala-questions","Phrasing tips and example questions to try","Working with Tala",{"title":78,"path":79,"stem":80,"icon":18,"summary":81,"section":76,"children":-1},"Tala's action proposals","\u002Fhelp\u002Ftala\u002Ftala-action-proposals","help\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":85,"path":86,"stem":87,"children":88,"icon":111,"summary":112,"section":18},"Contacts","\u002Fhelp\u002Fcontacts","help\u002F03.contacts\u002Findex",[89,95,100,106],{"title":90,"path":91,"stem":92,"icon":18,"summary":93,"section":94,"children":-1},"Create and edit contacts","\u002Fhelp\u002Fcontacts\u002Fcreate-and-edit-contacts","help\u002F03.contacts\u002F01.create-and-edit-contacts","Add customers and suppliers and keep their details up to date","Managing contacts",{"title":96,"path":97,"stem":98,"icon":18,"summary":99,"section":94,"children":-1},"Contact groups","\u002Fhelp\u002Fcontacts\u002Fcontact-groups","help\u002F03.contacts\u002F02.contact-groups","Organise contacts into groups and filter the list by them",{"title":101,"path":102,"stem":103,"icon":18,"summary":104,"section":105,"children":-1},"Contact activity and attachments","\u002Fhelp\u002Fcontacts\u002Fcontact-activity-and-attachments","help\u002F03.contacts\u002F03.contact-activity-and-attachments","One feed of a contact's documents, plus attached files","Statements and activity",{"title":107,"path":108,"stem":109,"icon":18,"summary":110,"section":105,"children":-1},"Send a statement of account","\u002Fhelp\u002Fcontacts\u002Fsend-a-statement-of-account","help\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":114,"path":115,"stem":116,"children":117,"icon":140,"summary":141,"section":18},"Products and services","\u002Fhelp\u002Fproducts-and-services","help\u002F04.products-and-services\u002Findex",[118,124,129,135],{"title":119,"path":120,"stem":121,"icon":18,"summary":122,"section":123,"children":-1},"Create items","\u002Fhelp\u002Fproducts-and-services\u002Fcreate-items","help\u002F04.products-and-services\u002F01.create-items","Add catalogue items with sale and purchase defaults","Your price list",{"title":125,"path":126,"stem":127,"icon":18,"summary":128,"section":123,"children":-1},"Use items on documents","\u002Fhelp\u002Fproducts-and-services\u002Fuse-items-on-documents","help\u002F04.products-and-services\u002F02.use-items-on-documents","Pick items on document lines and override them per line",{"title":130,"path":131,"stem":132,"icon":18,"summary":133,"section":134,"children":-1},"Tracked inventory","\u002Fhelp\u002Fproducts-and-services\u002Ftracked-inventory","help\u002F04.products-and-services\u002F03.tracked-inventory","Turn on stock tracking and see what changes","Stock",{"title":136,"path":137,"stem":138,"icon":18,"summary":139,"section":134,"children":-1},"Stock movements","\u002Fhelp\u002Fproducts-and-services\u002Fstock-movements","help\u002F04.products-and-services\u002F04.stock-movements","Bills add stock, invoices consume it, credit notes return it","i-lucide-package","Your item catalogue, price defaults, and stock tracking",{"title":143,"path":144,"stem":145,"children":146,"icon":169,"summary":170,"section":18},"Estimates","\u002Fhelp\u002Festimates","help\u002F05.estimates\u002Findex",[147,153,158,163],{"title":148,"path":149,"stem":150,"icon":18,"summary":151,"section":152,"children":-1},"Create an estimate","\u002Fhelp\u002Festimates\u002Fcreate-an-estimate","help\u002F05.estimates\u002F01.create-an-estimate","Price a job as an estimate, quote, or proposal","Creating and sending",{"title":154,"path":155,"stem":156,"icon":18,"summary":157,"section":152,"children":-1},"Send an estimate","\u002Fhelp\u002Festimates\u002Fsend-an-estimate","help\u002F05.estimates\u002F02.send-an-estimate","Download the PDF or email it to your customer",{"title":159,"path":160,"stem":161,"icon":18,"summary":162,"section":152,"children":-1},"Manage your estimates","\u002Fhelp\u002Festimates\u002Fmanage-your-estimates","help\u002F05.estimates\u002F03.manage-your-estimates","Statuses, editing, approving, and deleting",{"title":164,"path":165,"stem":166,"icon":18,"summary":167,"section":168,"children":-1},"Convert an estimate to an invoice","\u002Fhelp\u002Festimates\u002Fconvert-an-estimate-to-an-invoice","help\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":172,"path":173,"stem":174,"children":175,"icon":220,"summary":221,"section":18},"Invoicing","\u002Fhelp\u002Finvoicing","help\u002F06.invoicing\u002Findex",[176,182,187,192,197,203,209,214],{"title":177,"path":178,"stem":179,"icon":18,"summary":180,"section":181,"children":-1},"Create an invoice","\u002Fhelp\u002Finvoicing\u002Fcreate-an-invoice","help\u002F06.invoicing\u002F01.create-an-invoice","Create an invoice, add line items, and issue it","Creating invoices",{"title":183,"path":184,"stem":185,"icon":18,"summary":186,"section":181,"children":-1},"Edit or delete an invoice","\u002Fhelp\u002Finvoicing\u002Fedit-or-delete-an-invoice","help\u002F06.invoicing\u002F02.edit-or-delete-an-invoice","Change, reopen, or delete an invoice",{"title":188,"path":189,"stem":190,"icon":18,"summary":157,"section":191,"children":-1},"Send an invoice","\u002Fhelp\u002Finvoicing\u002Fsend-an-invoice","help\u002F06.invoicing\u002F03.send-an-invoice","Sending invoices",{"title":193,"path":194,"stem":195,"icon":18,"summary":196,"section":191,"children":-1},"Invoice statuses","\u002Fhelp\u002Finvoicing\u002Finvoice-statuses","help\u002F06.invoicing\u002F04.invoice-statuses","What Draft, Open, Overdue, Paid, and the other statuses mean",{"title":198,"path":199,"stem":200,"icon":18,"summary":201,"section":202,"children":-1},"Record an invoice payment","\u002Fhelp\u002Finvoicing\u002Frecord-an-invoice-payment","help\u002F06.invoicing\u002F05.record-an-invoice-payment","Match a bank payment to an invoice","Getting paid",{"title":204,"path":205,"stem":206,"icon":18,"summary":207,"section":208,"children":-1},"Create a credit note","\u002Fhelp\u002Finvoicing\u002Fcreate-a-credit-note","help\u002F06.invoicing\u002F06.create-a-credit-note","Raise a credit note and send it to your customer","Credit notes",{"title":210,"path":211,"stem":212,"icon":18,"summary":213,"section":208,"children":-1},"Apply or refund a credit note","\u002Fhelp\u002Finvoicing\u002Fapply-or-refund-a-credit-note","help\u002F06.invoicing\u002F07.apply-or-refund-a-credit-note","Set a credit note against an invoice or refund it in cash",{"title":215,"path":216,"stem":217,"icon":18,"summary":218,"section":219,"children":-1},"Invoice in a foreign currency","\u002Fhelp\u002Finvoicing\u002Finvoice-in-a-foreign-currency","help\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":223,"path":224,"stem":225,"children":226,"icon":238,"summary":239,"section":18},"Projects","\u002Fhelp\u002Fprojects","help\u002F07.projects\u002Findex",[227,233],{"title":228,"path":229,"stem":230,"icon":18,"summary":231,"section":232,"children":-1},"Create a project","\u002Fhelp\u002Fprojects\u002Fcreate-a-project","help\u002F07.projects\u002F01.create-a-project","Set up a project linked to a contact","Using projects",{"title":234,"path":235,"stem":236,"icon":18,"summary":237,"section":232,"children":-1},"Track income and costs by project","\u002Fhelp\u002Fprojects\u002Ftrack-income-and-costs-by-project","help\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":241,"path":242,"stem":243,"children":244,"icon":261,"summary":262,"section":18},"Purchase orders","\u002Fhelp\u002Fpurchase-orders","help\u002F08.purchase-orders\u002Findex",[245,250,255],{"title":246,"path":247,"stem":248,"icon":18,"summary":249,"section":152,"children":-1},"Create a purchase order","\u002Fhelp\u002Fpurchase-orders\u002Fcreate-a-purchase-order","help\u002F08.purchase-orders\u002F01.create-a-purchase-order","Raise an order, add lines, and approve it",{"title":251,"path":252,"stem":253,"icon":18,"summary":254,"section":152,"children":-1},"Send a purchase order","\u002Fhelp\u002Fpurchase-orders\u002Fsend-a-purchase-order","help\u002F08.purchase-orders\u002F02.send-a-purchase-order","Download the PDF or email it to your supplier",{"title":256,"path":257,"stem":258,"icon":18,"summary":259,"section":260,"children":-1},"Convert a purchase order to a bill","\u002Fhelp\u002Fpurchase-orders\u002Fconvert-a-purchase-order-to-a-bill","help\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":264,"path":265,"stem":266,"children":267,"icon":297,"summary":298,"section":18},"Expenses","\u002Fhelp\u002Fexpenses","help\u002F09.expenses\u002Findex",[268,274,280,285,291],{"title":269,"path":270,"stem":271,"icon":18,"summary":272,"section":273,"children":-1},"Create an expense claim","\u002Fhelp\u002Fexpenses\u002Fcreate-an-expense-claim","help\u002F09.expenses\u002F01.create-an-expense-claim","Record an out-of-pocket expense and attach the receipt","Recording expenses",{"title":275,"path":276,"stem":277,"icon":18,"summary":278,"section":279,"children":-1},"Smart upload receipts","\u002Fhelp\u002Fexpenses\u002Fsmart-upload-receipts","help\u002F09.expenses\u002F02.smart-upload-receipts","Have Kontala read a receipt and fill in the expense","Smart Upload and email-in",{"title":281,"path":282,"stem":283,"icon":18,"summary":284,"section":279,"children":-1},"Email receipts to your expenses","\u002Fhelp\u002Fexpenses\u002Femail-receipts-to-your-expenses","help\u002F09.expenses\u002F03.email-receipts-to-your-expenses","Forward receipts to your personal address to create drafts",{"title":286,"path":287,"stem":288,"icon":18,"summary":289,"section":290,"children":-1},"Submit and approve expenses","\u002Fhelp\u002Fexpenses\u002Fsubmit-and-approve-expenses","help\u002F09.expenses\u002F04.submit-and-approve-expenses","The draft, submitted, approved workflow and who can approve","Approvals",{"title":292,"path":293,"stem":294,"icon":18,"summary":295,"section":296,"children":-1},"Mileage claims","\u002Fhelp\u002Fexpenses\u002Fmileage-claims","help\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":300,"path":301,"stem":302,"children":303,"icon":327,"summary":328,"section":18},"Bills","\u002Fhelp\u002Fbills","help\u002F10.bills\u002Findex",[304,310,315,321],{"title":305,"path":306,"stem":307,"icon":18,"summary":308,"section":309,"children":-1},"Create a bill","\u002Fhelp\u002Fbills\u002Fcreate-a-bill","help\u002F10.bills\u002F01.create-a-bill","Record a supplier bill with line items and attachments","Recording bills",{"title":311,"path":312,"stem":313,"icon":18,"summary":314,"section":309,"children":-1},"Bills that buy stock","\u002Fhelp\u002Fbills\u002Fbills-that-buy-stock","help\u002F10.bills\u002F02.bills-that-buy-stock","Point a bill line at a stock item to increase inventory",{"title":316,"path":317,"stem":318,"icon":18,"summary":319,"section":320,"children":-1},"Record a bill payment","\u002Fhelp\u002Fbills\u002Frecord-a-bill-payment","help\u002F10.bills\u002F03.record-a-bill-payment","Explain the bank line that paid the bill","Paying bills",{"title":322,"path":323,"stem":324,"icon":18,"summary":325,"section":326,"children":-1},"Bill credit notes","\u002Fhelp\u002Fbills\u002Fbill-credit-notes","help\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":330,"path":331,"stem":332,"children":333,"icon":366,"summary":367,"section":18},"Payroll","\u002Fhelp\u002Fpayroll","help\u002F11.payroll\u002Findex",[334,340,345,350,355,361],{"title":335,"path":336,"stem":337,"icon":18,"summary":338,"section":339,"children":-1},"Set up payroll","\u002Fhelp\u002Fpayroll\u002Fset-up-payroll","help\u002F11.payroll\u002F01.set-up-payroll","What you need before your first pay run","Running payroll",{"title":341,"path":342,"stem":343,"icon":18,"summary":344,"section":339,"children":-1},"Prepare a pay run","\u002Fhelp\u002Fpayroll\u002Fprepare-a-pay-run","help\u002F11.payroll\u002F02.prepare-a-pay-run","Start a month's payroll and review the payslips",{"title":346,"path":347,"stem":348,"icon":18,"summary":349,"section":339,"children":-1},"Complete or edit a pay run","\u002Fhelp\u002Fpayroll\u002Fcomplete-or-edit-a-pay-run","help\u002F11.payroll\u002F03.complete-or-edit-a-pay-run","Edit draft payslips and finalise the month",{"title":351,"path":352,"stem":353,"icon":18,"summary":354,"section":351,"children":-1},"Payslips","\u002Fhelp\u002Fpayroll\u002Fpayslips","help\u002F11.payroll\u002F04.payslips","What a payslip shows and how to view one",{"title":356,"path":357,"stem":358,"icon":18,"summary":359,"section":360,"children":-1},"Send RTI to HMRC","\u002Fhelp\u002Fpayroll\u002Fsend-rti-to-hmrc","help\u002F11.payroll\u002F05.send-rti-to-hmrc","File each month's Full Payment Submission","RTI and HMRC",{"title":362,"path":363,"stem":364,"icon":18,"summary":365,"section":360,"children":-1},"EPS and Employment Allowance","\u002Fhelp\u002Fpayroll\u002Feps-and-employment-allowance","help\u002F11.payroll\u002F06.eps-and-employment-allowance","Claim the Employment Allowance through an EPS","i-lucide-hand-coins","Pay runs, payslips, and RTI filing to HMRC",{"title":369,"path":370,"stem":371,"children":372,"icon":427,"summary":428,"section":18},"Banking","\u002Fhelp\u002Fbanking","help\u002F12.banking\u002Findex",[373,379,385,390,395,400,406,411,416,422],{"title":374,"path":375,"stem":376,"icon":18,"summary":377,"section":378,"children":-1},"Add a bank account","\u002Fhelp\u002Fbanking\u002Fadd-a-bank-account","help\u002F12.banking\u002F01.add-a-bank-account","Create an account with an opening balance and currency","Bank accounts",{"title":380,"path":381,"stem":382,"icon":18,"summary":383,"section":384,"children":-1},"Bank feeds and Open Banking","\u002Fhelp\u002Fbanking\u002Fbank-feeds-and-kontala","help\u002F12.banking\u002F02.bank-feeds-and-kontala","Feeds are coming - imports keep you current until then","Getting transactions in",{"title":386,"path":387,"stem":388,"icon":18,"summary":389,"section":384,"children":-1},"Import a bank statement","\u002Fhelp\u002Fbanking\u002Fimport-a-bank-statement","help\u002F12.banking\u002F03.import-a-bank-statement","Upload a CSV or OFX export and confirm the mapping",{"title":391,"path":392,"stem":393,"icon":18,"summary":394,"section":384,"children":-1},"Statement import formats","\u002Fhelp\u002Fbanking\u002Fstatement-import-formats","help\u002F12.banking\u002F04.statement-import-formats","Supported file types, columns, dates and amounts",{"title":396,"path":397,"stem":398,"icon":18,"summary":399,"section":384,"children":-1},"Add a transaction manually","\u002Fhelp\u002Fbanking\u002Fadd-a-transaction-manually","help\u002F12.banking\u002F05.add-a-transaction-manually","Enter a single transaction by hand",{"title":401,"path":402,"stem":403,"icon":18,"summary":404,"section":405,"children":-1},"Explain a transaction","\u002Fhelp\u002Fbanking\u002Fexplain-a-transaction","help\u002F12.banking\u002F06.explain-a-transaction","Choose a type and category, or link an invoice or bill","Explaining transactions",{"title":407,"path":408,"stem":409,"icon":18,"summary":410,"section":405,"children":-1},"Partial explanations","\u002Fhelp\u002Fbanking\u002Fpartial-explanations","help\u002F12.banking\u002F07.partial-explanations","Split one transaction across several explanations",{"title":412,"path":413,"stem":414,"icon":18,"summary":415,"section":405,"children":-1},"Correct an explained transaction","\u002Fhelp\u002Fbanking\u002Fcorrect-an-explained-transaction","help\u002F12.banking\u002F08.correct-an-explained-transaction","Edit or remove an explanation you got wrong",{"title":417,"path":418,"stem":419,"icon":18,"summary":420,"section":421,"children":-1},"Record a transfer between accounts","\u002Fhelp\u002Fbanking\u002Frecord-a-transfer-between-accounts","help\u002F12.banking\u002F09.record-a-transfer-between-accounts","Explain money moved between your own accounts","Transfers and assets",{"title":423,"path":424,"stem":425,"icon":18,"summary":426,"section":421,"children":-1},"Explain asset purchases and disposals","\u002Fhelp\u002Fbanking\u002Fexplain-asset-purchases-and-disposals","help\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":430,"path":431,"stem":432,"children":433,"icon":497,"summary":498,"section":18},"VAT and Making Tax Digital","\u002Fhelp\u002Fvat","help\u002F13.vat\u002Findex",[434,440,445,451,456,461,466,472,477,482,487,492],{"title":435,"path":436,"stem":437,"icon":18,"summary":438,"section":439,"children":-1},"Set up your VAT registration","\u002Fhelp\u002Fvat\u002Fset-up-vat-registration","help\u002F13.vat\u002F01.set-up-vat-registration","Enter your registration details and generate your periods","Getting set up",{"title":441,"path":442,"stem":443,"icon":18,"summary":444,"section":439,"children":-1},"Connect Kontala to HMRC","\u002Fhelp\u002Fvat\u002Fconnect-kontala-to-hmrc","help\u002F13.vat\u002F02.connect-kontala-to-hmrc","Authorise Kontala to file MTD VAT returns for you",{"title":446,"path":447,"stem":448,"icon":18,"summary":449,"section":450,"children":-1},"How your VAT return is calculated","\u002Fhelp\u002Fvat\u002Fhow-your-vat-return-is-calculated","help\u002F13.vat\u002F03.how-your-vat-return-is-calculated","From your records to the boxes on your return","Your VAT returns",{"title":452,"path":453,"stem":454,"icon":18,"summary":455,"section":450,"children":-1},"VAT boxes explained","\u002Fhelp\u002Fvat\u002Fvat-boxes-explained","help\u002F13.vat\u002F04.vat-boxes-explained","All nine boxes on your return, in plain English",{"title":457,"path":458,"stem":459,"icon":18,"summary":460,"section":450,"children":-1},"VAT periods and due dates","\u002Fhelp\u002Fvat\u002Fvat-periods-and-due-dates","help\u002F13.vat\u002F05.vat-periods-and-due-dates","Your generated periods, statuses, and filing deadlines",{"title":462,"path":463,"stem":464,"icon":18,"summary":465,"section":450,"children":-1},"Review your VAT return","\u002Fhelp\u002Fvat\u002Freview-your-vat-return","help\u002F13.vat\u002F06.review-your-vat-return","Check the boxes and drill into the figures behind them",{"title":467,"path":468,"stem":469,"icon":18,"summary":470,"section":471,"children":-1},"Submit a VAT return","\u002Fhelp\u002Fvat\u002Fsubmit-a-vat-return","help\u002F13.vat\u002F07.submit-a-vat-return","File your return to HMRC under Making Tax Digital","Filing to HMRC",{"title":473,"path":474,"stem":475,"icon":18,"summary":476,"section":471,"children":-1},"After you file","\u002Fhelp\u002Fvat\u002Fafter-you-file","help\u002F13.vat\u002F08.after-you-file","The locked period, your filed returns, and paying HMRC",{"title":478,"path":479,"stem":480,"icon":18,"summary":481,"section":471,"children":-1},"Mark a return as filed","\u002Fhelp\u002Fvat\u002Fmark-a-return-as-filed","help\u002F13.vat\u002F09.mark-a-return-as-filed","Record a return filed outside Kontala and lock the period",{"title":483,"path":484,"stem":485,"icon":18,"summary":486,"section":471,"children":-1},"Fix a rejected VAT submission","\u002Fhelp\u002Fvat\u002Ffix-a-rejected-vat-submission","help\u002F13.vat\u002F10.fix-a-rejected-vat-submission","What rejection messages mean and how to fix them",{"title":488,"path":489,"stem":490,"icon":18,"summary":491,"section":488,"children":-1},"The VAT Dashboard","\u002Fhelp\u002Fvat\u002Fthe-vat-dashboard","help\u002F13.vat\u002F11.the-vat-dashboard","Your HMRC VAT account, synced live into Kontala",{"title":493,"path":494,"stem":495,"icon":18,"summary":496,"section":488,"children":-1},"VAT penalties and points","\u002Fhelp\u002Fvat\u002Fvat-penalties-and-points","help\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":500,"path":501,"stem":502,"children":503,"icon":527,"summary":528,"section":18},"End of Year","\u002Fhelp\u002Fend-of-year","help\u002F14.end-of-year\u002Findex",[504,510,515,521],{"title":505,"path":506,"stem":507,"icon":18,"summary":508,"section":509,"children":-1},"The end of year process","\u002Fhelp\u002Fend-of-year\u002Fthe-end-of-year-process","help\u002F14.end-of-year\u002F01.the-end-of-year-process","Your accounting year, its deadlines, and what happens next","The year-end process",{"title":511,"path":512,"stem":513,"icon":18,"summary":514,"section":509,"children":-1},"Final accounts and notes","\u002Fhelp\u002Fend-of-year\u002Ffinal-accounts-and-notes","help\u002F14.end-of-year\u002F02.final-accounts-and-notes","Your statutory accounts, and the notes that go with them",{"title":516,"path":517,"stem":518,"icon":18,"summary":519,"section":520,"children":-1},"Corporation Tax and the CT600","\u002Fhelp\u002Fend-of-year\u002Fcorporation-tax-ct600","help\u002F14.end-of-year\u002F03.corporation-tax-ct600","From accounting profit to taxable profit, and your CT600","Corporation Tax",{"title":522,"path":523,"stem":524,"icon":18,"summary":525,"section":526,"children":-1},"Review, approve and file","\u002Fhelp\u002Fend-of-year\u002Freview-approve-and-file","help\u002F14.end-of-year\u002F04.review-approve-and-file","Clear the checks, sign the accounts, record your filings","Approve and file","i-lucide-calendar-check","Approve your year end accounts and prepare Corporation Tax",{"title":530,"path":531,"stem":532,"children":533,"icon":586,"summary":587,"section":18},"Reports and dashboards","\u002Fhelp\u002Freports","help\u002F15.reports\u002Findex",[534,539,545,550,555,560,566,571,576,581],{"title":535,"path":536,"stem":537,"icon":18,"summary":538,"section":535,"children":-1},"The Overview dashboard","\u002Fhelp\u002Freports\u002Fthe-overview-dashboard","help\u002F15.reports\u002F01.the-overview-dashboard","Cashflow, invoices, and bank balance at a glance",{"title":540,"path":541,"stem":542,"icon":18,"summary":543,"section":544,"children":-1},"Profit and loss","\u002Fhelp\u002Freports\u002Fprofit-and-loss","help\u002F15.reports\u002F02.profit-and-loss","Your income, costs, and profit for any period","Financial reports",{"title":546,"path":547,"stem":548,"icon":18,"summary":549,"section":544,"children":-1},"Balance sheet","\u002Fhelp\u002Freports\u002Fbalance-sheet","help\u002F15.reports\u002F03.balance-sheet","What the business owns and owes, as at a date",{"title":551,"path":552,"stem":553,"icon":18,"summary":554,"section":544,"children":-1},"Trial balance","\u002Fhelp\u002Freports\u002Ftrial-balance","help\u002F15.reports\u002F04.trial-balance","Every account balance, with drill-down to transactions",{"title":556,"path":557,"stem":558,"icon":18,"summary":559,"section":544,"children":-1},"Final accounts","\u002Fhelp\u002Freports\u002Ffinal-accounts","help\u002F15.reports\u002F05.final-accounts","Statutory-style accounts, exportable as a PDF",{"title":561,"path":562,"stem":563,"icon":18,"summary":564,"section":565,"children":-1},"Account transactions","\u002Fhelp\u002Freports\u002Faccount-transactions","help\u002F15.reports\u002F06.account-transactions","Every entry in one account, traced to its source","Digging into the numbers",{"title":567,"path":568,"stem":569,"icon":18,"summary":570,"section":565,"children":-1},"Foreign currency and FX","\u002Fhelp\u002Freports\u002Fforeign-currency-and-fx","help\u002F15.reports\u002F07.foreign-currency-and-fx","How currency conversion and FX gains show in reports",{"title":572,"path":573,"stem":574,"icon":18,"summary":575,"section":565,"children":-1},"Aged debtors and creditors","\u002Fhelp\u002Freports\u002Faged-debtors-and-creditors","help\u002F15.reports\u002F08.aged-debtors-and-creditors","Who owes you, who you owe, and how late it is",{"title":577,"path":578,"stem":579,"icon":18,"summary":580,"section":565,"children":-1},"Audit trail","\u002Fhelp\u002Freports\u002Faudit-trail","help\u002F15.reports\u002F09.audit-trail","Who changed what, when, across your whole organisation",{"title":582,"path":583,"stem":584,"icon":18,"summary":585,"section":565,"children":-1},"Salary report","\u002Fhelp\u002Freports\u002Fsalary-report","help\u002F15.reports\u002F10.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":589,"path":590,"stem":591,"children":592,"icon":615,"summary":616,"section":18},"Capital assets","\u002Fhelp\u002Fcapital-assets","help\u002F16.capital-assets\u002Findex",[593,599,604,610],{"title":594,"path":595,"stem":596,"icon":18,"summary":597,"section":598,"children":-1},"What are capital assets?","\u002Fhelp\u002Fcapital-assets\u002Fwhat-are-capital-assets","help\u002F16.capital-assets\u002F01.what-are-capital-assets","The asset register and how assets get onto it","Buying and tracking assets",{"title":600,"path":601,"stem":602,"icon":18,"summary":603,"section":598,"children":-1},"Buy a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fbuy-a-capital-asset","help\u002F16.capital-assets\u002F02.buy-a-capital-asset","Record an asset purchase via a bill, expense, or bank",{"title":605,"path":606,"stem":607,"icon":18,"summary":608,"section":609,"children":-1},"Depreciation","\u002Fhelp\u002Fcapital-assets\u002Fdepreciation","help\u002F16.capital-assets\u002F03.depreciation","Automatic monthly depreciation, explained","Depreciation and disposal",{"title":611,"path":612,"stem":613,"icon":18,"summary":614,"section":609,"children":-1},"Dispose of a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fdispose-of-a-capital-asset","help\u002F16.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":618,"path":619,"stem":620,"children":621,"icon":661,"summary":662,"section":18},"Your account and settings","\u002Fhelp\u002Faccount","help\u002F17.account\u002Findex",[622,628,634,639,645,650,656],{"title":623,"path":624,"stem":625,"icon":18,"summary":626,"section":627,"children":-1},"My details and your password","\u002Fhelp\u002Faccount\u002Fmy-details-and-password","help\u002F17.account\u002F01.my-details-and-password","Update your personal details and change your password","Your profile",{"title":629,"path":630,"stem":631,"icon":18,"summary":632,"section":633,"children":-1},"Add and manage users","\u002Fhelp\u002Faccount\u002Fadd-and-manage-users","help\u002F17.account\u002F02.add-and-manage-users","Add your team and accountant, edit users, and manage access","Users and permissions",{"title":635,"path":636,"stem":637,"icon":18,"summary":638,"section":633,"children":-1},"User permission levels","\u002Fhelp\u002Faccount\u002Fuser-permission-levels","help\u002F17.account\u002F03.user-permission-levels","The 0 to 8 access ladder and what each level unlocks",{"title":640,"path":641,"stem":642,"icon":18,"summary":643,"section":644,"children":-1},"Company details","\u002Fhelp\u002Faccount\u002Fcompany-details","help\u002F17.account\u002F04.company-details","Your company name, address, tax references, and logo","Company settings",{"title":646,"path":647,"stem":648,"icon":18,"summary":649,"section":644,"children":-1},"Accounting dates and settings","\u002Fhelp\u002Faccount\u002Faccounting-dates-and-settings","help\u002F17.account\u002F05.accounting-dates-and-settings","Company dates, the Kontala start date, and expense approval",{"title":651,"path":652,"stem":653,"icon":18,"summary":654,"section":655,"children":-1},"Connect to FreeAgent","\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent","help\u002F17.account\u002F06.connect-to-freeagent","Push approved expenses to FreeAgent automatically","Integrations",{"title":657,"path":658,"stem":659,"icon":18,"summary":660,"section":655,"children":-1},"Manage integrations","\u002Fhelp\u002Faccount\u002Fmanage-integrations","help\u002F17.account\u002F07.manage-integrations","The Integrations page, connection statuses, and disconnecting","i-lucide-settings","Your profile, users, company settings, and integrations",{"title":664,"path":665,"stem":666,"children":667,"icon":690,"summary":691,"section":18},"Security and privacy","\u002Fhelp\u002Fsecurity-and-compliance","help\u002F18.security-and-compliance\u002Findex",[668,674,680,685],{"title":669,"path":670,"stem":671,"icon":18,"summary":672,"section":673,"children":-1},"How we keep your data secure","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhow-we-keep-data-secure","help\u002F18.security-and-compliance\u002F01.how-we-keep-data-secure","Encryption, EU hosting, and account protections","How we protect your data",{"title":675,"path":676,"stem":677,"icon":18,"summary":678,"section":679,"children":-1},"GDPR and your data rights","\u002Fhelp\u002Fsecurity-and-compliance\u002Fgdpr-and-your-data-rights","help\u002F18.security-and-compliance\u002F02.gdpr-and-your-data-rights","Who controls your data and the rights you have over it","Your rights",{"title":681,"path":682,"stem":683,"icon":18,"summary":684,"section":673,"children":-1},"HMRC and Making Tax Digital","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhmrc-and-making-tax-digital","help\u002F18.security-and-compliance\u002F03.hmrc-and-making-tax-digital","How Kontala files to HMRC and what HMRC receives",{"title":686,"path":687,"stem":688,"icon":18,"summary":689,"section":679,"children":-1},"Export or delete your data","\u002Fhelp\u002Fsecurity-and-compliance\u002Fexport-or-delete-your-data","help\u002F18.security-and-compliance\u002F04.export-or-delete-your-data","Get 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":693,"path":694,"stem":695,"children":696,"icon":731,"summary":732,"section":18},"Troubleshooting","\u002Fhelp\u002Ftroubleshooting","help\u002F19.troubleshooting\u002Findex",[697,703,709,714,720,726],{"title":698,"path":699,"stem":700,"icon":18,"summary":701,"section":702,"children":-1},"Can't sign in","\u002Fhelp\u002Ftroubleshooting\u002Fcant-sign-in","help\u002F19.troubleshooting\u002F01.cant-sign-in","Wrong password, lockouts, and Google sign-in fixes","Signing in",{"title":704,"path":705,"stem":706,"icon":18,"summary":707,"section":708,"children":-1},"Common connection errors","\u002Fhelp\u002Ftroubleshooting\u002Fcommon-connection-errors","help\u002F19.troubleshooting\u002F02.common-connection-errors","Fix a failed HMRC or FreeAgent connection","Connections and imports",{"title":710,"path":711,"stem":712,"icon":18,"summary":713,"section":708,"children":-1},"Statement import problems","\u002Fhelp\u002Ftroubleshooting\u002Fstatement-import-problems","help\u002F19.troubleshooting\u002F03.statement-import-problems","Rejected files, wrong columns, and duplicate rows",{"title":715,"path":716,"stem":717,"icon":18,"summary":718,"section":719,"children":-1},"Why my figures look different","\u002Fhelp\u002Ftroubleshooting\u002Fwhy-my-figures-look-different","help\u002F19.troubleshooting\u002F04.why-my-figures-look-different","Trace a figure that does not match what you expected","Your numbers",{"title":721,"path":722,"stem":723,"icon":18,"summary":724,"section":725,"children":-1},"Where to look when something is wrong","\u002Fhelp\u002Ftroubleshooting\u002Fwhere-to-look","help\u002F19.troubleshooting\u002F05.where-to-look","Find the right troubleshooting article fast","Still stuck?",{"title":727,"path":728,"stem":729,"icon":18,"summary":730,"section":725,"children":-1},"Contact support","\u002Fhelp\u002Ftroubleshooting\u002Fcontact-support","help\u002F19.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":735,"title":522,"body":736,"description":970,"extension":971,"faq":18,"featured":733,"gated":733,"icon":18,"lastUpdated":972,"meta":973,"navigation":974,"order":18,"path":523,"reviewedBy":18,"reviewedDate":18,"section":526,"sections":18,"seo":975,"sitemap":976,"stem":524,"summary":525,"__hash__":977},"help\u002Fhelp\u002F14.end-of-year\u002F04.review-approve-and-file.md",{"type":737,"value":738,"toc":960},"minimark",[739,743,748,767,771,774,830,833,837,860,871,875,885,888,892,895,906,932,939,942,946],[740,741,742],"p",{},"Approving a year is the point at which its figures become final.\nKontala checks the year is ready first, then asks for a signature, then locks the year.",[744,745,747],"h2",{"id":746},"before-you-start","Before you start",[749,750,751,764],"ul",{},[752,753,754,755,759,760,763],"li",{},"You have the ",[756,757,758],"strong",{},"Full Access"," permission level. A read-only or accountant user can review everything but cannot approve - see ",[761,762,635],"a",{"href":636},".",[752,765,766],{},"The year has passed the readiness checks below.",[744,768,770],{"id":769},"the-readiness-checks","The readiness checks",[740,772,773],{},"A banner at the top of the year lists anything standing in the way, each with a link to go and fix it:",[749,775,776,782,790,798,810,818,824],{},[752,777,778,781],{},[756,779,780],{},"It is too early."," A year cannot be approved until after the date shown.",[752,783,784,787,788,763],{},[756,785,786],{},"Unexplained bank transactions."," Every transaction dated on or before the year end must be explained, and the banner counts how many are left. See ",[761,789,401],{"href":402},[752,791,792,795,796,763],{},[756,793,794],{},"Unfiled VAT returns."," Every VAT return ending on or before the year end must be filed, oldest first. See ",[761,797,467],{"href":468},[752,799,800,803,804,807,808,763],{},[756,801,802],{},"No employee average."," Enter it under ",[756,805,806],{},"Manage notes and settings"," - see ",[761,809,511],{"href":512},[752,811,812,815,816,763],{},[756,813,814],{},"Payroll not filed up to date."," File the payroll months named in the banner. See ",[761,817,356],{"href":357},[752,819,820,823],{},[756,821,822],{},"The previous year is not approved."," Years are approved oldest first.",[752,825,826,829],{},[756,827,828],{},"Comparative figures missing."," Companies House filing needs last year's figures alongside this year's.",[740,831,832],{},"When everything passes, the year says so and tells you the date from which you can approve.",[744,834,836],{"id":835},"approve-and-sign","Approve and sign",[838,839,840,845,852,855],"ol",{},[752,841,842,843,763],{},"Choose ",[756,844,836],{},[752,846,847,848,851],{},"Enter the ",[756,849,850],{},"Signatory name"," - the name that will appear on the accounts submitted to Companies House. Kontala pre-fills your own name.",[752,853,854],{},"Tick both declarations. They confirm that the directors accept responsibility for accounts giving a true and fair view, and that the accounts are prepared under the micro-entity provisions (FRS 105) with the board's approval.",[752,856,842,857,763],{},[756,858,859],{},"Add your signature",[740,861,862,863,866,867,870],{},"The year's status becomes ",[756,864,865],{},"Approved",", the ",[756,868,869],{},"DRAFT"," watermark comes off the reports, and the year locks: nothing can be dated into it while the signature stands.",[744,872,874],{"id":873},"if-you-need-to-change-something-after-approving","If you need to change something after approving",[740,876,842,877,880,881,884],{},[756,878,879],{},"Remove signature",".\nThat unlocks the year and returns it to ",[756,882,883],{},"Open"," so you can post the correction, then approve again.",[740,886,887],{},"Later years are approved oldest first, so unapproving a year you have already built on may mean re-approving the years after it.",[744,889,891],{"id":890},"record-your-filings","Record your filings",[740,893,894],{},"Kontala prepares your year end documents but does not submit them.\nUnlike VAT under Making Tax Digital and payroll RTI, there is no year end filing connection to Companies House or HMRC - you file the accounts and the CT600 through their own services or your accountant, then record it here.",[740,896,897,898,901,902,905],{},"Once the year is approved, the ",[756,899,900],{},"End of year process"," tracker gains a ",[756,903,904],{},"mark as filed"," link on each filing stage:",[838,907,908,917,926],{},[752,909,910,911,913,914,763],{},"File the accounts at Companies House, then choose ",[756,912,904],{}," beside ",[756,915,916],{},"Companies House Final Accounts",[752,918,919,920,922,923,763],{},"File each CT600 with HMRC, then choose ",[756,921,904],{}," beside that period's line under ",[756,924,925],{},"Filing with HMRC",[752,927,928,929,763],{},"When every filing is marked, the tracker reaches ",[756,930,931],{},"Filing complete",[740,933,934,935,938],{},"Marked something in error? Choose ",[756,936,937],{},"unmark"," on the same line.",[740,940,941],{},"The tracker is your own record of what you have filed. It does not check with Companies House or HMRC, so keep the receipts they give you.",[744,943,945],{"id":944},"related","Related",[749,947,948,952,956],{},[752,949,950],{},[761,951,505],{"href":506},[752,953,954],{},[761,955,516],{"href":517},[752,957,958],{},[761,959,401],{"href":402},{"title":961,"searchDepth":962,"depth":962,"links":963},"",2,[964,965,966,967,968,969],{"id":746,"depth":962,"text":747},{"id":769,"depth":962,"text":770},{"id":835,"depth":962,"text":836},{"id":873,"depth":962,"text":874},{"id":890,"depth":962,"text":891},{"id":944,"depth":962,"text":945},"Clear Kontala's year end readiness checks, approve and sign your accounts, and track your Companies House and HMRC filings to completion.","md","27 July 2026",{},true,{"title":522,"description":970},{"loc":523},"P5MNusrPMmPpLXYEAnmAVEOFVSIZsqytufRVx3BXghM",[979,980],{"title":516,"path":517,"stem":518,"summary":519,"children":-1},{"title":530,"path":531,"stem":532,"summary":587,"children":-1},1785163124515]