Due to differences in how accounting software systems are structured, not all historical data can be transferred. Therefore, it is important to export and save all necessary information from your previous software. The company’s management board is responsible for retaining accounting records for seven years after the end of the […]
Taxes settings
In the Taxes settings section, you can enter the Estonian Tax and Customs Board’s bank account and your company’s personal reference number to make tax payments. Why is this setting necessary? If bank integration is enabled in SimplBooks, you can use these details to send tax payment orders directly to […]
Activation of the e-MTA interface
The e-MTA interface allows you to send the VAT return (KMD) together with its annexes INF A and INF B, as well as the TSD declaration, directly from SimplBooks to the Estonian Tax and Customs Board. The intra-Community supply (VD) report cannot be sent to e-MTA. You can read about […]
Recording sales under the OSS scheme
SimplBooks does not have dedicated functionality or a specific report for the OSS scheme. However, you can record OSS sales in a way that keeps sales revenue and VAT separate by country in the accounting records and makes the information needed to prepare the OSS VAT return easy to find. […]
Salary calculation
Salaries -> Salaries -> New salary There are two options for adding salaries: for one employee at a time or for multiple employees at once. To add a salary for one employee, click the “New Salary” button. To calculate salaries for multiple employees at once, select “New salaries for many”. […]
Importing sales invoices from a CSV file
Sales invoices previously created in other software can also be imported from a CSV file. However, whenever possible, we recommend importing invoices from an e-invoice (XML) file instead. The following information is required when importing from a CSV file: invoice number invoice date currency customer name customer registration number – […]
Editing a saved VAT Statement
You can identify a saved VAT statement by the green dot next to the period name. The VAT statement is saved automatically when it is submitted to e-MTA via the integration or downloaded as an XML file. The statement can also be saved from the Actions menu, although this is […]
AI assistant
The SimplBooks AI assistant is a smart helper that can answer questions about both using SimplBooks and managing your company’s accounting. The AI Assistant can answer questions about SimplBooks features, analyse company data, and help identify potential errors or inconsistencies. It retains the context of the conversation, so you do […]
Adding sales invoices: entry examples
This guide provides examples of entering sales invoices in the most common situations. In the sample images, some fields have been deactivated, which may result in a view different from the one in your environment. For more information on configuring the invoice transaction view, please refer to the guide Sales […]
Fixed asset write-off
A fixed asset is written off when the asset: is fully depreciated, or is no longer in use (e.g. sold, destroyed, or no longer usable). A write-off means removing the asset from the company’s fixed asset records. In the case of a fixed asset sale, the write-off entry is generated […]
