Check your books
Duplicates, categories, equipment, loans and refunds.
- What Check your books doesCheck your books finds duplicates, wrong categories and missing entries before you work out your tax.
- Possible duplicates: Keep both or MergeDeal with entries that look like copies: merge them into one, or keep both, with Undo.
- Fix categoriesAccept suggested category fixes one at a time or all at once.
- Equipment as capital and the asset registerRecord cameras, laptops and other kit as capital, and keep an asset register for your accountant.
- Director’s loan accountTrack money between you and your limited company, including kit you sold to the company.
- Bought on finance (Klarna, Clearpay, Pay in 3)Record something bought on pay-later or finance as one purchase at full price.
- Refunds for something you boughtNet a refund against the original cost instead of counting it as income.
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