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Help

In this category you will find many articles to help you out using Daxto or bookkeeping in general.


Starting with Daxto

General  — Fri 1 Jul 2022
Getting started with Daxto is easy, especially with the help of your Daxto assistant. Do you still have questions? With these compact help articles, and possibly the extensive background articles, you can get back on track. Did we leave your question unanswered? Then contact the…

Optional services

General  — Thu 30 Jun 2022
The additional services below are optional and can be added to your subscription if you wish to tailor Daxto exactly to your needs. Contact Daxto Support for more information and to activate the services below if your Daxto environment needs them. Serv…

Opening balance

Accounting  — Fri 24 Jun 2022
An opening balance sheet is a snapshot of the balance sheet. Every company takes the balance sheet year by year, from incorporation to dissolution. At the end of the fiscal year, the state of this balance sheet is kept, which is the closing balance sheet. In the next fiscal year…

Persons

Relations  — Fri 10 Jun 2022
In Daxto you can add relations, we have divided them into persons and organizations. To make it easier for yourself, it is useful to add your relations before you start creating or processing invoices. If you do this in advance, then you can choose the name of the person or orga…

Users

Environment  — Fri 10 Jun 2022
Anyone can participate in Daxto, all you need is an account. Accounts are free. Each account represents an individual, a person. And with an account you can go in many directions afterwards. Anyone with a Daxto account can start their own environment. An environment repres…

Financial lock date

Environment  — Fri 10 Jun 2022
The financial lock date is a utility to prevent data from changing in a period that may no longer be changed. So it's an option by which you protect your accounting from changes. You want to do that because figures that have been officially passed on, such as to the IRS, may not…

Shortcuts

Environment  — Thu 9 Jun 2022
In the overview of each Daxto environment, shortcuts can be set. These allow you to easily and quickly go to places within the environment. What can I shortcut? To make the shortcuts as useful as possible for everyone, it has been kept extremely flexible. There is no (long) lis…

Booking corporation tax (VPB)

Accounting  — Wed 8 Jun 2022
Corporation tax, often abbreviated to VPB, is a form of profit tax. You pay this tax once a year based on the profits from your business. It is a business tax that has nothing to do with your private information. After you calculate how much corporation tax (VPB) you will pay, t…

Booking the contribution for the Health Insurance Act (ZVW)

Accounting  — Wed 8 Jun 2022
The income-related contribution to the Health Insurance Act, often abbreviated as ZVW, is not a business tax. You pay this contribution privately, from your private account. ZVW therefore does not belong in your company's accounts. ZVW often goes along with declaring your income…

Booking income tax (IB)

Accounting  — Wed 8 Jun 2022
Income tax, often abbreviated to IB, is not a business tax. Still, some business owners remit their profit tax via the IB declaration, it depends on the legal form of your business. If your company has a legal form without a legal personality, such as a sole proprietorship for …

Distribute results

Accounting  — Wed 1 Jun 2022
During year-end closing, your Daxto assistant creates a memorandum booking. This booking collects the outstanding result (profit or loss) of the selected fiscal year. This is expressed with two lines: 'resultaat openstaande boekjaren' and 'onverdeeld resultaat'. Finally, you wil…

Financial accounts

Accounting  — Wed 1 Jun 2022
As a business, you have one or more financial accounts. When you start with Daxto, you will be asked to add a financial account. Want to add more accounts, make adjustments or add more details to the account? Then (if you are logged in) go to Menu → Accounting → Finan…

OCR

Purchase & sales  — Tue 31 May 2022
In the old days, all invoices were written or printed on paper. You know, those thin slices of tree. Nowadays, fortunately, there are more and more e-invoices. In other words, electronic invoices. In the transition between those two periods, there has been an attempt to be able …

Partners

General  — Tue 31 May 2022
Daxto is not only used by entrepreneurs. Partners are bookkeepers, accountants, tax advisors and other financial experts who know Daxto inside and out. While any financial professional can support you with substantive questions about your accounting, or take care of your return…

Language

General  — Fri 27 May 2022
Whether you prefer another language, your staff speaks different languages or your customers are spread all over the world, it is not a problem. Daxto officially supports Dutch, English and German. And we might add some additional languages later on as well. It does not matter i…

Switching

General  — Fri 27 May 2022
Switching is always possible. Whether you are switching to Daxto, or just switching elsewhere. For both situations, articles have been written to help you get started excellently. Switching to Daxto Welcome! Whether you are just starting out or have been keeping records for yea…

Settings

Environment  — Fri 27 May 2022
When you start working in Daxto you will undoubtedly want to change some settings so that your environment is set up the way you want it. In this article you'll read about what you can set and how to do it. Make sure you are logged into your environment and then go through the …

Account

General  — Fri 27 May 2022
An account in Daxto is equivalent to a person. Each person can create an account for free. This account can be used to participate in existing Daxto environments by email invitation, or you can use your account to open your own Daxto environment. With one account you can partic…

Mileage log

Accounting  — Fri 20 May 2022
Keeping proper mileage logs is essential. This not only allows the correct allowances to be settled and paid out, but also provides a clear view of all movements. An absolute must for you and the Belastingdienst. Rides with own vehicles This starts with keeping accurate records…

Relations

Relations  — Fri 20 May 2022
Relations. That's a very elastic term, isn't it? Yet it covers the load perfectly. That elasticity was necessary. It's like this: Relations are all the contacts you have made, from suppliers to web shop customers and everything in between. Every organization or person who knows…

Daxto subscriptions

Environment  — Fri 20 May 2022
Daxto is an online service. With a difficult term, it is also sometimes called software-as-a-service (SaaS). Creating an account is free. With an account you can participate in someone else's Daxto environments, or you can open your own Daxto environment. If you open your own Da…

Tax supplementation

Accounting  — Fri 13 May 2022
This help article is currently only available in Dutch. The translation will be available as soon as possible. Come back later or take this opportunity to brush up on your Dutch.

Sales tax declaration

Accounting  — Fri 13 May 2022
Sales tax is also called VAT, which is short for Value Added Tax. It is a tax that not every entrepreneur has to deal with. Nor is the timing the same for all entrepreneurs. VAT exempt Some organizations are exempt from VAT. This may be because of the following reasons: Yo…

Time registration

Accounting  — Fri 13 May 2022
Time is money. That's why time tracking is important. With Daxto's time registration, you figuratively kill three birds with one stone. From entrepreneur to employee and from in-house work to projects and outsourcing. Hours criterion One of the most obvious reasons for entrepre…

Cash flow

Reports  — Fri 6 May 2022
Cash flow is important to keep an eye on. This is because you should always have enough money to spend immediately. This allows you to meet debts such as paying sales tax as well as purchases to generate new revenue. The results can give a distorted picture of how financially so…

Create categories

Environment  — Fri 6 May 2022
Categories provide insight into your administration. Some categories are given to you as a gift by Daxto, for a reason. Others you create yourself, if you want. To do so, in the Menu, go to Environment → Settings → Choose settings → Categories. Why categories?…

Transactions

Accounting  — Fri 6 May 2022
Transactions are all the amounts you receive and pay from your financial accounts. In short; bank accounts, PayPal accounts, cash drawers, cash boxes, cryptocurrency wallets, credit cards and so on. How do I add transactions? You can add transactions by hand. Often you wi…

Autopilot

Environment  — Wed 4 May 2022
Autopilot is an option that puts your Daxto assistant to work for you. Your wise owl can help you take some tasks off your hands by independently flying around your administration. In this way, you as an entrepreneur can get rid of a number of repetitive and time-consuming tasks…

Memorandum bookings

Accounting  — Wed 4 May 2022
This help article is currently only available in Dutch. The translation will be available as soon as possible. Come back later or take this opportunity to brush up on your Dutch.

Organizations

Relations  — Wed 4 May 2022
Before you start creating or processing invoices, it is useful to make sure you have entered all relevant relations in Daxto. This way you can easily fill in the recipient or sender of the invoice, because all persons and organizations are listed in Daxto and you only have to cl…

Payment reminder

Purchase & sales  — Fri 29 Apr 2022
Daxto's autopilot automatically sends a payment reminder 3, 7 and 11 days after the due date of an invoice. This is more formal than the invoice reminder, but gives the customer sufficient time to still pay the invoice. If you hadn't contacted them yet, now is the perfect time.…

Invoice reminder

Purchase & sales  — Fri 29 Apr 2022
It can happen that a sales invoice is not paid by your customer, or not paid on time. It is useful to know what you can do in that case. If you have Daxto's autopilot turned on, your customer will automatically receive an invoice reminder. In fact, 7 days before the invoice is …

Discounts on invoices

Purchase & sales  — Fri 29 Apr 2022
Discount. Every Dutchman loves it, doesn't he? Giving discounts is made very easy in Daxto. Nevertheless, it is best to discuss it briefly so you are aware of all the details. Why discount? Discount is not a light subject. Although every customer likes to get it, it is better t…

VAT rates on invoices

Purchase & sales  — Fri 22 Apr 2022
This help article is currently only available in Dutch. The translation will be available as soon as possible. Come back later or take this opportunity to brush up on your Dutch.

Send invoices manually or by email

Purchase & sales  — Fri 22 Apr 2022
After creating a sales invoice, it may be on its way to the recipient. This can be done in several ways. Send the invoice to the recipient by email directly from Daxto. Download the invoice in the desired format or formats, and send it manually by email. Open the in…

Down payment sales invoice

Purchase & sales  — Fri 22 Apr 2022
If you and the customer agree to pay for something in two or more parts, it is important to invoice each part separately. The reason for this is that otherwise you will be remitting VAT too soon and/or too much, and revenue will be reflected in your figures. Therefore, to arrang…

Create sales invoices

Purchase & sales  — Fri 15 Apr 2022
Creating a sales invoice in Daxto is very simple. When logged into an environment, click Menu → Purchase & Sales → Sales Invoices. Then click the Create a new sales invoice button. The next step is to start filling in some information. The easiest way is to start at…

Purchase invoice processing

Purchase & sales  — Fri 15 Apr 2022
If you have received a purchase invoice from a supplier you need to start processing it. To book the invoice simply click on the Menu and go to Purchase and Sales → Purchase invoices. Here you will find a button titled ' Book a new purchase invoice'. Click the button to op…

Customize the appearance of sales invoices

Purchase & sales  — Fri 15 Apr 2022
When you send an invoice to a customer, you probably want to format it in your own corporate style. This way an invoice is easily recognizable by your customer and it also looks very professional. But how do you do that? We are going to help you with that, in a few simple steps …

Delivery on invoices

Purchase & sales  — Fri 8 Apr 2022
Delivery is part of invoices. In both purchase and sales invoices. You'll find the delivery field between the tax rate and category, at the end of each invoice line. It is mandatory to state on invoices when something is delivered, it is not supposed to be absent from an invoice…

Frequently asked questions

General  — Fri 8 Apr 2022
1. Are there more possibilities and\or costs? Daxto is all about insights. Also into Daxto itself. This overview of our subscriptions and workings underlines how uncluttered we kept it. 2. Is Daxto available for every entrepreneur? Yes. For every entrepreneur with a Dutch compa…

Invoices

Purchase & sales  — Fri 8 Apr 2022
Invoices record agreements in a document. It is an agreement between: a supplier, who creates the invoice. a customer, who receives the invoice. Because invoices are official, legally binding agreements, an invoice gives the supplier an obligation to deliver and an obl…

Background - Accounting Terms

Background  — Fri 25 Mar 2022
This help article is currently only available in Dutch. The translation will be available as soon as possible. Come back later or take this opportunity to brush up on your Dutch.

VAT refunded privately

Accounting  — Fri 25 Mar 2022
It may happen that the Belastingdienst will refund an amount to your private account in response to a sales tax return. This will especially be recognizable to sole proprietors. How do you resolve this? Your bookkeeping will expect the amount back into the business account. So …

Background - Results

Background  — Fri 25 Mar 2022
Along with the balance sheet, the results report is one of the most important reports in your business. Whereas the balance report gives an overview of your entire company and all the years, the results report gives an overview of one fiscal year. At the end of the fiscal year, …

Background - Balance Sheet

Background  — Fri 18 Mar 2022
What is the balance sheet? The balance sheet is the heart of any accountancy, along with the results. But the balance sheet is secretly even more important than the results. This is because you start your balance sheet on the day you start your business and take it with you up u…

Background - Credit and Debit

Background  — Fri 18 Mar 2022
Credit en debit? These terms are very old, yet they are still relevant. Numbers on the credit or debit side make the difference between whether they should be added or subtracted from something. Plus and minus, in other words. When double-entry accounting was invented 500 years …

Background - Memorandum

Background  — Fri 18 Mar 2022
Although the results and balance sheet are the most important reports with figures, the memorandum is the most powerful tool in any accounting system. An indispensable Swiss army knife. The memorandum is a list of entries that, if you use it correctly, cannot be processed in any…

Private purchase paid for by the business

Accounting  — Fri 4 Mar 2022
Sometimes you are in the supermarket for your groceries and suddenly notice that you only have the business' debit card with you. Then what? You can just pay with the business debit card, later on you fix this in the business accounts. The easiest way is to let your Daxto assis…

Background - Year-End Closing

Background  — Fri 4 Mar 2022
What is a year-end closing? A year-end closing is partly an audit and partly some finalizing tasks. When do you do the year-end closing? Year-end closing is the moment when you decide to close a fiscal year for good. This moment must therefore be after the fiscal year you want t…

Background - Accounting

Background  — Fri 4 Mar 2022
This is a background article. It explains a concept mostly, and not per se how to use Daxto specifically. What is accounting? You would almost forget. Usually we dive deep into the details straight away. There are plenty of those, right? But let's take a moment to start at the …

Year-end closing

Accounting  — Fri 25 Feb 2022
This article is about year-end closing in Daxto. Want to know more about year-end closings in general? If so, you can read the background article. In Daxto, your digital Daxto assistant helps you with every year-end closing. More than that, your assistant creates the memorandum …

Investment depreciation

Accounting  — Fri 25 Feb 2022
If you have purchased an asset with a value of € 450.00 or more, excluding VAT, you are obliged to depreciate it. An asset is something you purchase because your company needs it, such as a machine, office building or van. It is not something you buy for your stock to resel…

Business purchase paid for privately

Accounting  — Fri 25 Feb 2022
Suppose you are in the store and you remember that you need a pack of printer paper for the office. But you don't have the business debit card with you. Then what? If you purchase something for your business you can advance it privately. You reconcile this later in the business…

Bad debt

Purchase & sales  — Fri 18 Feb 2022
Marking a sales invoice as bad debt is done when there is a certainty it is not going to be paid. Beforehand, you have probably marked it as doubtful, but that is not always necessary. You can also proceed directly to mark it as bad debt, but must have a good reason for doing so…

Doubtful debt

Purchase & sales  — Fri 18 Feb 2022
Occasionally, a customer may fail to pay a sales invoice, or fail to pay it on time. It's helpful to know what you can do in such a case. Invoice Reminder If you left Daxto's autopilot enabled, your customer will automatically receive an invoice reminder. This is not the same …

Annual statement

Reports  — Fri 18 Feb 2022
Once a fiscal year is closed, a fiscal annual statement can be prepared. With this annual statement you can file a tax declaration (or have it filed) with the Belastingdienst. Do I need an annual statement? Whether you need to have an annual statement depends on the legal form …

Underpaid invoice

Purchase & sales  — Fri 11 Feb 2022
My customer has slightly underpaid If your customer has paid a sales invoice, but the transaction is just slightly less than the amount due, you can resolve this without bothering your customer with it. You simply make up the difference yourself from within your company. A concr…

Deposit money

Accounting  — Fri 11 Feb 2022
You can deposit money into your business at any time. You often do this just after starting your business so you will have some money to start with. Deposit money in a sole proprietorship On your balance sheet, you should see the category 'Ondernemingsvermogen' on the right sid…

Withdraw money

Accounting  — Fri 11 Feb 2022
At any time, you can decide to withdraw money from your business. If your company is a sole proprietorship, this is how you pay salary to yourself. In the case of a limited liability company (BV), you often withdraw money temporarily in the form of a loan from your current accou…

Background - Profit tax

Background  — Fri 4 Feb 2022
You pay taxes on the profits your business generates. How it is regulated for your business depends in part on the legal form of your business. Value-added tax (VAT) The best-known tax, of course, is VAT. Another name for VAT is sales tax. As an individual/consumer, you face VA…

Beta

General  — Fri 4 Feb 2022
Online services are never finished. Like a car, it needs periodic maintenance. In addition to maintenance, the phase of the software also affects changes. Software phases Software development roughly has 4 phases: Proto, Alpha, Beta and Release. Daxto 3 is in the Beta phase. In…

Suspension

Environment  — Fri 4 Feb 2022
Don't be alarmed, but Daxto can suspend you! That sounds scarier than it needs to be. That's why we've added the explanation below. How can it happen? Suspension can happen to anyone. It is also often solved in no time. The most common reasons for suspension are: If you ha…

Locked sales invoice

Purchase & sales  — Fri 28 Jan 2022
Once an invoice first reaches the status 'Sent', it is locked. The reason for this is that a sent invoice is now in the hands of the recipient. An invoice should not be changed once the recipient has received a copy. Should a change still be necessary, a credit invoice can be cr…

Credit invoice

Purchase & sales  — Fri 28 Jan 2022
A credit invoice, credit or credit note are all the same thing. It is an invoice with a negative grand total, that is, a minus amount. Credit invoices can be created for a variety of reasons. The most common reason is to correct a previously created invoice that is already hand…

Overpaid invoice

Purchase & sales  — Fri 28 Jan 2022
My customer paid a little too much If your customer has paid a sales invoice, but the amount of the transaction is slightly higher than the amount due, you can resolve this in three ways. 1. Use as payment for another invoice. If this customer has other invoices outstanding, yo…

Background - Booking

Background  — Fri 21 Jan 2022
Booking is a word you hear and encounter a lot when it comes to accounting. It means: making something happen in your accountings at a specific time. Why is it called booking? Because it's a very old term; back in the day, every administration consisted of a thick stack of book…

Background - Current account

Background  — Fri 21 Jan 2022
This term is still widely used. Yet it is quite old. Every time you read it, you can imaginatively read it as 'checking account'. What is a current account? A current account is a checking account in a company that can be used by the director and/or partners (shareholders). Eac…