In the BILLY Expert service, your accountant takes care of filing your tax returns on your behalf. That's why you need to grant us access to your tax data. This is done through mandates 😇
Personal or business mandates
There are two types of mandate to distinguish:
Personal mandate 🙋🏻
Business mandate (self-employed or company) 🏪
Below is an overview of the different mandates requested by BILLY:
Possible mandates | Self-employed | Company |
With personal profile | Disputes, PIT | Disputes, PIT |
With business profile | VAT (if VAT registered), otherwise nothing | VAT (if VAT registered), Disputes, UBO, Biztax, Finprof |
Signing your mandates only takes a few minutes. Just follow the steps below 👇🏻
Authentication (common step)
Go to the CSAM mandate management website
Click on "Manage my tax mandates"
Choose to log in via ID card or itsme
Select your personal profile or your business
💡 Once your personal mandates are signed, you need to go back to the authentication step. This allows you to switch environments and access the business mandates (or vice versa).
🙋🏻 Signing with the personal profile (1/2)
1️⃣ Click on the "Group operations" tab and then "Sign". This lets you sign all your mandates in one go.
2️⃣ Click on "Search"
3️⃣ In the white field "Number of affected mandates", enter the number of mandates. Then click "Confirm".
🎉 Congratulations, your personal mandates have been successfully signed! Now on to the business mandates.
🏪 Signing with the business profile (2/2)
In the authentication step (see above), log in with your professional profile (not your personal one). This is either your self-employed sole proprietorship or your company. You can also use the "Switch profile" option.
Then, follow exactly the same steps as for signing the personal mandates:
1️⃣ Click on the "Group operations" tab and then "Sign"
2️⃣ Click on "Search"
3️⃣ In the white field "Number of affected mandates", enter the number of mandates shown in the list, then click "Confirm"
Expected number | Self-employed mandates | Company mandates |
With VAT | 1 | 5 |
Without VAT | No business mandates to sign, so nothing to do | 4 |
🎉 Congratulations, your business mandates have been successfully signed!
We're available on the live chat (bottom right) for any questions or if you get stuck 😇
See you soon on BILLY