Getting started with tax records

Getting started with tax records

The financial record-keeping layer: transactions with their tax treatment, positions by period, and documents where you can find them.

Setup, once

• Your tax profile: jurisdictions, registration numbers, rates that apply to you.
• Where filings go — your accountant's details, unless we handle filings per your agreement.
• A document retention preference, if you have one.

What is tracked

• Transactions with tax applied at the time — the source of truth.
• Liability positions by period, so nothing waits for filing season.
• Documents filed against the right period: invoices, receipts, certificates.

See Tax records, liability, and documents.

Your first request

Most start the same way: "my accountant needs X for period Y." One ticket, structured export, done.

Related: Understanding your invoice.