Tax help index
All Britixo help articles related to tax.
Use global search to find CRM records
Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.Getting started
Open guide →GuideSet your profile, language and password
Set your profile, language and passwordKeep personal details, interface language, signature, password and two-factor settings current.Getting started
Open guide →GuideEdit customer profile and account information
Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts
Open guide →GuideConfigure customer contact permissions
Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts
Open guide →GuideManage customer billing and shipping addresses
Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts
Open guide →GuideEdit proposal content and items
Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests
Open guide →GuideConvert a proposal to an estimate or invoice
Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests
Open guide →GuideCreate an estimate
Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests
Open guide →GuideSend and manage an estimate
Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests
Open guide →GuideConvert an estimate to an invoice
Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests
Open guide →GuideUse estimate pipeline view
Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests
Open guide →GuideReceive and manage estimate requests
Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests
Open guide →GuideCreate an estimate request form
Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests
Open guide →GuideConfigure estimate request statuses
Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests
Open guide →GuideCreate an invoice
Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes
Open guide →GuideEdit a draft invoice
Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes
Open guide →GuideSend an invoice to a customer
Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes
Open guide →GuideCreate and edit a recurring invoice
Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes
Open guide →GuideUnderstand recurring invoice generation
Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes
Open guide →GuideRecord an invoice payment
Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes
Open guide →GuideRecord a batch payment
Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes
Open guide →GuideSend overdue invoice notices
Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes
Open guide →GuidePause and resume overdue reminders
Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes
Open guide →GuideCreate a credit note
Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes
Open guide →GuideCreate a credit note from an invoice
Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes
Open guide →GuideApply credit to an invoice
Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes
Open guide →GuideExport invoices and sales PDFs
Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes
Open guide →GuideUnderstand subscriptions in Britixo CRM
Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue
Open guide →GuideCreate a customer subscription
Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue
Open guide →GuideEdit and synchronise a subscription
Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.Subscriptions and recurring revenue
Open guide →GuideCancel or resume a subscription
Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue
Open guide →GuideTroubleshoot subscription and webhook updates
Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue
Open guide →GuideCreate an expense
Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup
Open guide →GuideAttach a receipt to an expense
Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.Expenses, items and finance setup
Open guide →GuideCreate a recurring expense
Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup
Open guide →GuideConvert a billable expense to an invoice
Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.Expenses, items and finance setup
Open guide →GuideImport expenses
Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup
Open guide →GuideConfigure expense categories
Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup
Open guide →GuideCreate products and services
Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup
Open guide →GuideImport and organise invoice items
Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup
Open guide →GuideConfigure taxes
Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup
Open guide →GuideConfigure currencies and base currency
Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup
Open guide →GuideConfigure payment modes
Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup
Open guide →GuideCreate billable task time on an invoice
Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking
Open guide →GuideEdit staff profile and status
Edit staff profile and statusUpdate profile information, language, signature and active status.Staff, roles and organisation
Open guide →GuideEdit email templates
Edit email templatesCustomise subjects and content while preserving required merge fields and links.Email and communications
Open guide →GuideSchedule an invoice email
Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications
Open guide →GuideSchedule an estimate email
Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications
Open guide →GuideUse sales reports
Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys
Open guide →GuideUse expenses and income reports
Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys
Open guide →GuideHelp a client view and pay invoices
Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal
Open guide →GuideHelp a client review estimates and proposals
Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal
Open guide →GuideGenerate and export an e-invoice
Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations
Open guide →GuideComplete the Accounting setup checklist
Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping
Open guide →GuideConfigure account numbers and default accounts
Configure account numbers and default accountsStandardise ledger numbering and select the accounts used as controlled defaults by conversion workflows.Accounting & Bookkeeping
Open guide →GuideActivate, deactivate or delete an account safely
Activate, deactivate or delete an account safelyControl future use of a ledger account while protecting posted history and mapped workflows.Accounting & Bookkeeping
Open guide →GuideAccounting mapping setup overview
Accounting mapping setup overviewConnect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.Accounting & Bookkeeping
Open guide →GuideConfigure sales invoice account mappings
Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping
Open guide →GuideConfigure payment mode account mappings
Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping
Open guide →GuideConfigure credit note and refund mappings
Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping
Open guide →GuideConfigure expense category account mappings
Configure expense category account mappingsMap CRM expense categories to expense accounts and control the accounting classification of direct and recurring expenses.Accounting & Bookkeeping
Open guide →GuideConfigure tax account mappings
Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping
Open guide →GuideConfigure item and item-group mappings
Configure item and item-group mappingsRoute sales and related item activity to specific income, cost or inventory accounts instead of relying only on global defaults.Accounting & Bookkeeping
Open guide →GuideConfigure payroll and payslip mappings
Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping
Open guide →GuideConfigure Purchase module mappings
Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping
Open guide →GuideConfigure Warehouse account mappings
Configure Warehouse account mappingsMap stock receipts, deliveries, opening stock and loss adjustments to inventory, cost-of-sales and variance accounts.Accounting & Bookkeeping
Open guide →GuideConfigure Manufacturing and Omni Sales mappings
Configure Manufacturing and Omni Sales mappingsSet the ledger accounts used for manufacturing material and labour costs and for Omni Sales returns and refunds.Accounting & Bookkeeping
Open guide →GuideConfigure fixed-equipment account mappings
Configure fixed-equipment account mappingsMap assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.Accounting & Bookkeeping
Open guide →GuideConvert sales invoices to Accounting
Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping
Open guide →GuideConvert credit notes, applications and refunds
Convert credit notes, applications and refundsAccount for customer credits from initial credit note through invoice application or external refund.Accounting & Bookkeeping
Open guide →GuideConvert expenses and recurring expenses
Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping
Open guide →GuideTroubleshoot unconverted or incorrectly mapped transactions
Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping
Open guide →GuideConvert Purchase orders, invoices, payments and refunds
Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping
Open guide →GuideConvert Omni Sales returns and refunds
Convert Omni Sales returns and refundsAccount separately for goods returned through Omni Sales and the related money refunded to the customer.Accounting & Bookkeeping
Open guide →GuideSupplier bills overview
Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping
Open guide →GuideCreate and edit a supplier bill
Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping
Open guide →GuideCreate a recurring supplier bill
Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping
Open guide →GuideApprove and manage bill statuses
Approve and manage bill statusesMove supplier bills through review and payable states before payment and prevent inappropriate payment actions.Accounting & Bookkeeping
Open guide →GuideVendor management overview
Vendor management overviewMaintain supplier identities, contact and payment information used by bills, checks and Accounts Payable reports.Accounting & Bookkeeping
Open guide →GuideCreate and edit a vendor
Create and edit a vendorAdd a supplier with unique identity, contact, address and payment information for Accounting workflows.Accounting & Bookkeeping
Open guide →GuideAccounting report centre overview
Accounting report centre overviewNavigate the full Accounting report catalogue and choose the correct statement, ledger, ageing, tax, banking or management report.Accounting & Bookkeeping
Open guide →GuideUse Balance Sheet reports
Use Balance Sheet reportsReview assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.Accounting & Bookkeeping
Open guide →GuideUse Profit & Loss reports
Use Profit & Loss reportsAnalyse income, cost of sales and expenses using standard, detail, comparison, year-to-date, 12-month and percentage views.Accounting & Bookkeeping
Open guide →GuideUse Cash Flow and Changes in Equity reports
Use Cash Flow and Changes in Equity reportsReview how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.Accounting & Bookkeeping
Open guide →GuideUse General Ledger, Journal and Trial Balance reports
Use General Ledger, Journal and Trial Balance reportsTrace every posted debit and credit, review journal sequence and confirm total debits equal total credits.Accounting & Bookkeeping
Open guide →GuideUse transaction and account audit reports
Use transaction and account audit reportsInvestigate ledger activity through Account History, Recent Transactions, Transaction Detail by Account and Transaction List by Date.Accounting & Bookkeeping
Open guide →GuideUse Accounts Receivable ageing reports
Use Accounts Receivable ageing reportsReview unpaid customer balances by age in summary and detailed invoice views.Accounting & Bookkeeping
Open guide →GuideUse Accounts Payable ageing reports
Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping
Open guide →GuideUse Tax Detail, Summary and Liability reports
Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping
Open guide →GuideUse Deposit Detail and Check Detail reports
Use Deposit Detail and Check Detail reportsReview deposits and check activity by account, date, payee and transaction reference.Accounting & Bookkeeping
Open guide →GuideUse Income by Customer and Deposit Detail reports
Use Income by Customer and Deposit Detail reportsAnalyse revenue by customer and trace bank deposits back to the payments or transactions that produced them.Accounting & Bookkeeping
Open guide →GuideUse employee and time-activity reports
Use employee and time-activity reportsReview employee contact information and time-activity changes where the underlying Britixo features provide the data.Accounting & Bookkeeping
Open guide →GuideReview inventory and cost accounting results
Review inventory and cost accounting resultsUse ledger and financial reports to validate inventory, cost of sales and production or warehouse conversion results.Accounting & Bookkeeping
Open guide →GuideReview expense and finance results
Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping
Open guide →GuideExport, print and filter Accounting reports
Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping
Open guide →GuideBook an appointment from the client portal
Book an appointment from the client portalCreate an external appointment from an authenticated customer's Britixo portal using the contact already associated with the session.Appointments & Scheduling
Open guide →GuideAppointment invoicing overview
Appointment invoicing overviewUnderstand how an eligible Britixo appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.Appointments & Scheduling
Open guide →GuideConfigure appointment invoice and tax settings
Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.Appointments & Scheduling
Open guide →GuideConvert an appointment to an invoice
Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.Appointments & Scheduling
Open guide →GuideAutomatically create an invoice for an eligible booking
Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling
Open guide →GuideUnderstand appointment invoice eligibility
Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.Appointments & Scheduling
Open guide →GuideView the invoice linked to an appointment
View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.Appointments & Scheduling
Open guide →GuideUnderstand provider notification after appointment invoice payment
Understand provider notification after appointment invoice paymentNotify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.Appointments & Scheduling
Open guide →GuideMTD - HMRC Compliant Module overview
MTDMTD - HMRC Compliant Module overviewUnderstand the Britixo Tax Centre, supported VAT and Income Tax workflows, Accounting dependency and filing controls.MTD - HMRC Compliant Module
Open guide →GuideSync VAT obligations from HMRC
MTDSync VAT obligations from HMRCRetrieve the taxpayer VAT periods and due dates from HMRC before preparing a return.MTD - HMRC Compliant Module
Open guide →GuidePrepare a VAT Return from Accounting
MTDPrepare a VAT Return from AccountingCreate a frozen VAT snapshot from the verified Accounting digital-link adapter for an open HMRC obligation.MTD - HMRC Compliant Module
Open guide →GuidePrepare an Income Tax cumulative update
MTDPrepare an Income Tax cumulative updateCreate a frozen cumulative business submission from Accounting for the selected business and tax year.MTD - HMRC Compliant Module
Open guide →GuidePrepare, review and submit the final declaration
MTDPrepare, review and submit the final declarationFreeze the final declaration instruction against the HMRC calculation ID, collect required approvals and submit only when the Production gate is enabled.MTD - HMRC Compliant Module
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