Follow

How can I send a monthly statement to my tax consultant?

First fill in you tax consultants e-mail address in the basic settings and assign them a password.

You can find the monthly reports under Finances by choosing it from top left dropdown-menu. Here you can preview the report for the selected month and send a report to your tax consultant.

That e-mail contains a link that opens the report. Please tell your tax consultant the passwort you have set to access it.

 

 

Was this article helpful?
0 out of 0 found this helpful

Hast du Fragen? Submit a request