Compliance

See your compliance health score, upcoming deadlines and a summary of all your obligations. Let's get started. First, open Dashboard under Compliance. Next, read your compliance health score. Then, check the upcoming deadlines. Finally, click an item to open it. One thing to watch for: Compliance needs the Compliance module on your plan. That wraps up compliance dashboard overview. Next, we'll look at how to find your compliance obligations. If this helped, subscribe for the rest of the Compliance series.

Browse the tax filings, annual returns, registrations and licences that apply to your business. Let's get started. First, open Obligations under Compliance. Next, filter by type or country. Finally, open an obligation to read what it requires and when it is due. That wraps up how to find your compliance obligations. Next, we'll look at how to mark an obligation as filed. If this helped, subscribe for the rest of the Compliance series.

Record that you have filed a return or renewed a licence. Let's get started. First, open the obligation. Next, record the filing with the date and reference. Finally, save; the next deadline is scheduled for you. That wraps up how to mark an obligation as filed. Next, we'll look at how to use the compliance calendar. If this helped, subscribe for the rest of the Compliance series.

See every deadline on a calendar, for the company or one branch. Let's get started. First, open Calendar under Compliance. Next, filter by company-wide or by branch. Then, click a deadline to open it. Finally, click Export .ics to add the deadlines to your own calendar. That wraps up how to use the compliance calendar. Next, we'll look at how to add a registration. If this helped, subscribe for the rest of the Compliance series.

Record your business's statutory numbers, such as VAT, BIR and NIS employer numbers. Let's get started. First, open Registrations under Compliance and click Add Registration. Next, choose the Jurisdiction * and Type *. Then, enter the number, the Official name (business or individual) and the Registering body / authority. Finally, add Issued At (optional) and Expires At (optional) dates, then save. Pro tip: Add expiry dates so CariHub can warn you before a licence lapses. That wraps up how to add a registration. Next, we'll look at how to view and download a registration. If this helped, subscribe for the rest of the Compliance series.

Open a registration to see its details or download the certificate. Let's get started. First, click View on a registration. Next, check the details and the dates. Finally, click Download to keep a copy. That wraps up how to view and download a registration. Next, we'll look at how to add a compliance expense. If this helped, subscribe for the rest of the Compliance series.

Capture an expense for VAT input tax and corporation tax deductions. Let's get started. First, open Expenses under Compliance and click Add Expense. Next, enter the Date *, Amount *, Currency and Category *. Then, add the Vendor name, Vendor tax ID, VAT amount and Receipt URL. Finally, save. That wraps up how to add a compliance expense. Next, we'll look at how to auto-generate expenses. If this helped, subscribe for the rest of the Compliance series.

Let CariHub scan your records and create expenses for you. Let's get started. First, click Auto-generate. Next, choose the dates with From * and To *, and the Sources to scan. Finally, review and accept the expenses it finds. One thing to watch for: Always check generated expenses before you rely on them for a tax return. That wraps up how to auto-generate expenses. Next, we'll look at how to add earnings. If this helped, subscribe for the rest of the Compliance series.

Capture income from invoices, POS sales and subscriptions for your taxable base. Let's get started. First, open Earnings under Compliance and click Add Earning. Next, enter the Date *, Amount *, Source * and the reference. Finally, save. That wraps up how to add earnings. Next, we'll look at how to auto-generate earnings. If this helped, subscribe for the rest of the Compliance series.

Create earnings automatically from paid invoices and sales. Let's get started. First, click Auto-generate. Next, choose the dates and sources. Finally, review and accept. That wraps up how to auto-generate earnings. Next, we'll look at how to upload a compliance document. If this helped, subscribe for the rest of the Compliance series.

Keep certificates, licences, permits and tax notices in one place with expiry alerts. Let's get started. First, open Documents under Compliance and upload a file in Upload Compliance Document. Next, enter the Document Name and choose the Category. Then, add Issued At (optional) and Expires At (optional), and use Link to (optional) to attach it to a filing, expense or registration. Finally, save. That wraps up how to upload a compliance document. Next, we'll look at how to set deadline alerts. If this helped, subscribe for the rest of the Compliance series.

Choose how and when CariHub warns you about deadlines. Let's get started. First, open Settings under Compliance and click Alerts. Next, choose your Delivery Channels. Then, set the Deadline Alert Ladder. Finally, save. That wraps up how to set deadline alerts. Next, we'll look at how to set your scan schedule and fiscal year. If this helped, subscribe for the rest of the Compliance series.

Set how often CariHub scans for obligations and when your tax year starts. Let's get started. First, open Scan Schedule and choose how often. Next, open Fiscal Year and set the Start Date and End Date. Finally, choose the Accounting Method and Tax Year Alignment, then save. That wraps up how to set your scan schedule and fiscal year. Next, we'll look at how to record an amnesty period. If this helped, subscribe for the rest of the Compliance series.

See all your clients' deadlines, overdue items and data requests in one place. Let's get started. First, open Client Dashboard under Advisor. Next, read the Client List. Finally, open a client to see their deadlines and pending requests. That wraps up how accountants use the advisor portal. If this helped, subscribe for the rest of the Compliance series.