Entities
Set up the business and personal entities this tax pack covers.
Add entity
Existing entities
No entities yet
Financial year (active)
The active FY filters everything shown in other tabs.
Documents
Import bank statements, invoices, payslips, receipts.
Import (Phase 1)
Import UI lands in Phase 1
Reconcile
Match invoices and payslips to bank deposits.
Reconciliation (Phase 4)
Reconciliation engine lands in Phase 4
Categorise
Rules engine + manual overrides.
Categorisation (Phase 2)
Rules engine + overrides land in Phase 2
Profit & Loss
Live P&L per entity, monthly columns, category rows.
P&L view (Phase 3)
P&L grid lands in Phase 3
Export
Tax pack: P&L + supporting per-category transaction lists.
Tax pack export (Phase 3)
Export bundle lands in Phase 3