Review a report from your accountant

Open the report conversation

Open the relevant conversation in Inbox. Check your business name, report type and period. Read your accountant’s message and inspect the attached report or breakdown.

Available actions depend on the report’s stage. Use the actions offered for that conversation.

Request a change

If something is incorrect or missing, use the request-changes action when available. Explain specifically what needs changing or clarification. You can also send a message in the conversation.

Approve

Choose the approval action only after checking the information. Read the confirmation: approving gives your accountant permission to file the report. It is different from confirmation that the return has already been filed.

After approval, the conversation may indicate that the report is waiting for its next step. Ask your accountant in the same conversation if you have questions.

Payroll-tax payment details

A payroll-tax report may show an amount, payment deadline, IBAN and payment reference. Inspect the breakdown to check the period and any correction. A copy button only copies the details; it does not make a payment. Resolve uncertainties with your accountant before paying.