Financials
Revenue, expenses and receipts
All the business money in one place: commissions, home office, events, travel, coffee with prospects. A budget per category, searchable receipts from the phone or the desktop, and a year-end package for your accountant in one click. GST/HST follows your province, set on the Year-end tab.
Ledger
Receipts
To file
Receipts dropped here or snapped on the phone without an amount. Add the amount and category to move them into the ledger.
Annual budget
Type a yearly amount for each category. It saves when you leave the box.
Send the year to your accountant
One package: an Excel workbook laid out like an accountant’s general ledger (P&L by month, T2125 summary, sales tax by quarter, a ledger per account where every row adds to zero) and every receipt file.
Details for the year
Tax summary (T2125)
An estimate to check with your accountant: it leaves out capital cost allowance (computers, furniture, the car itself) and the home office limit.