For accountants
Set up your practice, open your clients’ books, and do the month-end and VAT work in them.
All topics
Topics
Set up your practice
- Choose the right registration entry Open standard or accountant registration and review the first step. 1 min
- Review your practice company profile Find the company identity and contact details held for your accounting practice. 1 min
- Review practice team members and roles Find your practice team and inspect the permission matrix used by accountant roles. 1 min
- Review practice service items Find service names and rates in your practice settings. 1 min
- Review practice subscriptions and billing Distinguish subscriptions billed to your firm from subscriptions billed to clients. 1 min
Your clients
- Find clients and review their workspace Open the practice client list, prepare an Add a client form, and find client-specific records. 2 min
- Find practice projects and review their work Open a client project to review its tasks, team chat and files. 1 min
- Find and inspect workflow templates Review reusable practice templates, their sections and default settings. 1 min
- Review your practice email accounts Find the mailboxes connected to your accountant account and check their status. 1 min
In a client’s books
- Review an existing month-end review Open the saved review for a specific period and profile and read its checks. 1 min
- Understand the locks on your books Review reversible closing dates, filed-tax protection and permanent hard locks. 1 min
- Review and record a VAT filing Review your VAT return in Cybooks, complete the filing in Tax For All, then record the result using the appropriate filing method. 1 min
- Set up and record VIES filings VIES has its own monthly reporting cadence, separate from quarterly VAT reporting. 1 min
- Read the Trial Balance Review account debit and credit balances through a selected date. 1 min
- Find manual journals and inspect a journal form Review the manual journal list and the details of a journal before making changes. 1 min
- Review existing opening balances Find general-ledger and contact opening balances before planning a change. 1 min