With the BILLY Expert service, your accountant files your tax returns on your behalf. That's why you need to give us permission to access your tax data. This is done through mandates 😇
Private or business mandates
There are two types of mandate:
Private mandate 🙋🏻
Activity mandate (self-employed or company) 🏪
Below are the different mandates that are requested by BILLY:
Possible mandates | Independent | Company |
With private profile | Litigation, PPI | Litigation, IPP |
Withactivity profile | VAT (if subject to VAT) otherwise nothing | VAT (if subject to VAT), Litigation, UBO, Biztax, Finprof |
It only takes a few minutes to sign your mandates. Just follow these simple steps 👇🏻
Authentication (common step)
Go to the CSAM mandate management site
Click on "Manage my tax mandates"
Choose ID card or itsme connection
Select your private profile or your activity
💡 Once your private mandates have been signed, you need to return to authentication. This allows you to change environment and go to activity mandates (or vice versa).
🙋🏻 Signing with private profile (1/2)
1️⃣ Click on the "Grouped operations" tab and then on "Sign". This will enable you to sign your mandates all at once.
2️⃣ Click on "Search
3️⃣ In the white box "Number of mandates assigned", enter the number 2. Then click on "Confirm".
🎉 Congratulations, your private mandates have been successfully signed! Now it's time for your business mandates.
🏪 Signing with the activity profile (2/2)
In the authentication step (see above), log in with your business profile (not private). This is either the self-employed activity as an individual or the activity as a company. You can also use the “Change profile” option.
Then follow exactly the same steps as for signing private mandates:
1️⃣ Click on the "Grouped operations" tab and then on "Sign"
2️⃣ Click on "Search
3️⃣ In the white box "Number of mandates assigned", enter the number of mandates appearing in the list, then click on "Confirm"
Expected number | Independent mandates | Company mandates |
With VAT | 1 | 5 |
Without VAT | No mandate to sign for the activity, so you don't have to do anything | 4 |
🎉 Congratulations, your professional mandates have been successfully signed!
We're available in the live-chat (bottom right) for any questions or blockages 😇
See you soon on BILLY