This area is exclusively for accountant processing such as Journal entries and Tax Adjustments.
If you are not sure about how to process these transactions, we recommend that you seek the advice of a financial professional before proceeding. You can invite your Accountant by selecting the Invite My Accountant option.
You can access these functions by selecting the Accountant’s Area menu option.
The following options available:
- Send a Note to My Accountant
- Process Journal Entries
- Trial Balance Export
Send a Note to My Accountant
Notes can only be sent to accountants or bookkeepers that are registered as an Accounting Adviser. If you would like Sage to contact your accountant or bookkeeper to sign them up for this program, please enter their details below and click the Submit button.
Once you submit the notes, it will display in the Accountant Dashboard in the These are my Notes widget. This dashboard can only be seen by accountants or bookkeepers that are registered as an Accounting Qualified Consultant.