The monthly revenue book is a summary view of your income for each past month 📆 It allows you to review and then close a month: your figures are then validated for your taxes (estimated and tax return).
Summary of your income
The revenue book includes both income received in cash (via the cash register) and income received in your bank account. You can view your figures in a summarised format.
By clicking on a month's row, you can view the income details. This allows you to check the accuracy of your monthly income one last time ⬇️
💡 Make sure all your income is properly recorded. If a positive payment on your bank account is uncategorised, you will not be able to close your month.
Month-by-month closing
You are responsible for the monthly closing of your income 💪🏻 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.
💡 Once 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 be classified as a private payment, not as a service.
A payment for which an invoice has been issued. This is invoiced income.
A reimbursement from a colleague to your professional 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, please remain vigilant, as some transfers cannot be identified by our system. Feel free to reach out to us via the chat with any improvement suggestions.
For any further questions, don't hesitate to reach out to us via the live chat at the bottom right! 😉
See you soon 👋