Reports -> sales report The sales report provides an overview of purchases made during the selected period, both in summary and by articles, suppliers, and projects. To generate the report, it is necessary to select the report period. The remaining fields are not mandatory. Based on the generated report, a […]
Purchase report
Reports -> Purchase report The Purchase report provides an overview of purchases made during the selected period, both in summary and by articles, suppliers, and projects. To generate the report, it is necessary to select the report period. The remaining fields are not mandatory. Based on the generated report, a […]
Intra-Community purchases accounting (goods and services)
For the correct reporting of reverse-taxed intra-Community services and goods (expenses, not inventory goods) in the VAT report, it is necessary to use the correct expense accounts (described in the appropriate lines of the VAT report) and the correct VAT types. If the transaction involves intra-Community INVENTORY GOODS, you will […]
Intra-Community purchases accounting – inventory goods
For goods acquired intra-Community for which you want to maintain inventory records, you can use a separate inventory account (if there are goods purchased from both Estonia and outside the EU). By default, the primary inventory account is 1640 Goods Purchased for Sale – Warehouse 1. As a second inventory […]
Reverse taxation for external services
Reverse taxation for externally procured services operates similarly to reverse taxation for services and goods procured within the community. There is no separate VAT type for this in the default settings, but you can add it yourself. You will also need to update the VAT report settings to ensure that […]
Assets report
Reports -> Assets report The fixed assets report provides aggregated data related to fixed assets for the selected period. It is convenient to use quick selection options (e.g., last year or this year) to choose the period. If a suitable option is not available, manually adjust the period. If there […]
User registration, adding a company
The implementation of SimplBooks software is quick and easy! The entire process, from start to actually beginning work, takes about 5 minutes. To join, go to the SimplBooks homepage and click the green “Join for free” button. Fill out the registration form, review the terms of service, and click the […]
Purchase ledger
Reports -> Purchase ledger In the purchase ledger, partially or fully unpaid purchase invoices and payments not linked to invoices are reflected. By clicking on the row, you can open the original document – either the invoice or the payment. If the supplier has a negative amount in the balance […]
Sales ledger
Reports -> Sales ledger The sales ledger reflects partially or fully unpaid sales invoices and receivables that are not linked to invoices. By clicking on the row, you can open the original document – the invoice or receivable. If the customer’s balance shows a negative amount in the column, it […]
Submitting a VAT statement and attachments from a file
The VAT report (KMD) and annexes INF A and INF B can be exported from SimplBooks software as an XML file and imported into the Tax and Customs Board system. As of January 2022, the main report data and annexes are combined into one file. When the report for the […]
