Make an account yourself. What documents are needed❓

Make an account yourself. What documents are needed❓

The only business owner who started his own business or have a small team Often encounter problems when doing accounting documents, filing taxes, and making payroll by yourself. which is a complicated task It takes a lot of work. Basic accounting is not difficult at all. If we know the correct working procedure And with online accounting software tools, you will be able to make your own accounts easily. Let's see how to make your own accounts. What documents are required?

📌 Make your own account and see the profit?

If we keep opening documents and record expenses every time in an online accounting program. The system will display a preliminary profit and loss report for you to see every automatically at the end of the month

Let the business owner know immediately that How much profit did you make last month? and have complete documents that we open to send to the accounting office

The profit and loss report will come from

Revenue – (Sales Expenses + Operating Expenses) = Profit above before taxes.

📌 Make an account yourself. What documents are needed?

1. Quotation

Used for bidding for our customers. Most if selling products or services to large companies. It is necessary to have a quotation process. for customers to consider and approve before placing an order

This document will be used as a reference document. The customer agrees to purchase goods or services, including information such as quantity, price, delivery date, and payment method.

2. Billing slip/invoice

Selling products or services on credit (Credit) will have an additional billing process.

Billing is taking information from quotations. or tax invoice Let's change the document header to a billing slip. Billing is a notification to the Customer's Accounting Department that “Don't forget to pay this month too.”

In general, large companies have a large number of customers. Therefore, there must be a billing cycle and receive checks, for example, pay bills by the 15th of the month and receive the checks by the 26th of the following month.

Please pay attention to the information in this section. because if you miss the billing will fall off the billing cycle of that month and made to wait at least 30 days

Or initially, try to study how to create a sales document. Billing slip/invoice to understand the usage first.

3. Tax invoice/receipt

that tax invoice It is a very important document. And there are precautions in many parts. This is because the Revenue Department will determine the details and format of the tax invoice that must contain what things such as name, address, tax identification number, branch office, both buyer and seller.

On the document must have the word tax invoice clearly. Run the document number systematically. and must contain both the original and the copy.

📌 Online Accounting Program Can you help me?

Accounting software is like an excellent assistant in work. both accounting records collect documents Generate important reports including defining good internal controls

Therefore, business owners Should give some time to choose an accounting program. This means that we are guaranteed to start working with our account as easily and comfortably as possible.

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