The monthly revenue book is a summary view of your earnings for each past month 📆 It allows you to review and then close a month: your figures are then validated for your taxes (forecast and tax declaration).
Summary of your earnings
The revenue book includes both your cash earnings (via the register) and those received in your bank account. You can view your figures in a summarized way.
By clicking on a month's line, you can see the details of the earnings. This allows you to check one last time the accuracy of your month's earnings ⬇️
💡 Make sure all your earnings are properly recorded. If a positive payment in your bank account is uncategorized, you won't be able to close your month.
Closing month by month
You are responsible for the monthly closing of your earnings 💪🏻 This closing is done in chronological order, one month after another. A status allows you to track whether a month has been closed or not.
💡 Once a month is validated, your earnings are taken into account for tax calculations.
Common mistakes
Before closing a month, make sure your earnings do not include:
A salary received as an employee. This is a payment to be classified as private payment, not as a service
A payment for which an invoice has been issued. This is income with invoice.
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 implemented controls to prevent mistakenly including this type of transaction in earnings. However, be cautious, as some transfers are not recognizable by our system. Feel free to reach out to us via chat with improvement suggestions.
For any additional questions, feel free to reach out to us via the live chat at the bottom right! 😉
See you soon 👋