The monthly income ledger is a summary view of your income for each past month 📆 It lets you review and then close a month: your figures are then validated for your taxes (provisional and tax return).
Summary of your income
The income ledger includes both cash income (via the cash register) and income received in your bank account. You can view your figures in a consolidated way.
By clicking on a month's row, you can drill down into the income details. This allows you to take one last look at the accuracy of your income for that month ⬇️
💡 Make sure all your income entries are correctly recorded. If a positive transaction on your bank account is uncategorised, you won't be able to close your month.
Closing month by month
You are responsible for closing your income records each month 💪🏻 This closing is done in chronological order, one month at a time. A status indicator lets you track whether a month has been closed or not.
💡 As soon as a month is validated, your income is taken into account for tax calculations.
Common mistakes
Before closing a month, make sure your income does not include:
A salary received as an employee. This is a payment to classify as a private payment, not as income from services.
A payment for which an invoice was issued. This is invoiced income.
A reimbursement from a colleague to your business account. This is a private contribution.
A refund of social contributions. These are social contributions.
💡 We have put controls in place to avoid incorrectly including this type of transaction as income. However, stay vigilant, as some transfers cannot be recognised by our system. Feel free to reach out via the chat with any improvement suggestions.
If you have any further questions, don't hesitate to reach out via the live chat at the bottom right! 😉
See you soon 👋