2026 Mar-Apr

01-03-2026 to 30-04-2026

Submitted Payment not checked Submitted

Estimated VAT to pay ₪35,142.04

Add expense photo Export accountant package Use this for quick phone capture of supplier invoices/receipts. Captured photos start as Needs review.

Add income invoice Add income summary report Add expense invoice/receipt Edit VAT period

Period metadata

Start: 01-03-2026
End: 30-04-2026
Due date: -
Submitted date: 24-05-2026
Exported: 17-06-2026 09:33
Sent: 24-05-2026 21:48
Confirmed: 24-05-2026 21:48
Paid: -
Updated: 17-06-2026 09:33

Workflow and readiness

Operational checklist before accountant handoff, submission, and payment closure.

Next action: Confirm payment status

Close warning: Payment status is not checked.

Workflow stages

Done Package exported 17-06-2026 09:33

Done Sent to accountant 24-05-2026 21:48

Done Accountant confirmed 24-05-2026 21:48

Done Submitted 24-05-2026

Open Payment handled Payment not checked

Readiness checklist

OK Income documents present Income invoice or summary report is present.

OK Income summary report present Income summary report is attached.

OK Income report matches invoices Difference: 0.00

OK Expense documents reviewed 0 document(s) need review.

OK Missing materials resolved No missing materials recorded.

OK VAT data complete 0 included document(s) are missing VAT data.

Warning Package files available 5 READY/Included document(s) are missing files.

Workflow actions

Missing materials

No missing materials recorded.

Accountant notes

No accountant notes yet.

Document repository

Manual income and expense material for this VAT period. Estimated VAT is operational only and still needs accountant review.

₪234,489.58Income gross incl. VAT

₪35,769.60Income VAT

₪4,114.00Expense gross incl. VAT

₪627.56Claimable VAT

₪35,142.04Estimated VAT to pay

0Documents needing review

Accountant package readiness

0Documents needing review

5Missing files

1Income summaries

₪0.00Report difference

Export may be incomplete: READY and Included in package files are exported; Needs review and missing-file documents are listed in the CSV and notes.

Income invoices

1 count ₪234,489.58 gross total ₪35,769.60 VAT total 0 needs review

Document	Status	Source	Date	Number	Counterparty	Gross incl. VAT	Net excl. VAT	VAT	Rate	VAT calc	Actions
Income invoice	Ready	External invoice system	15-04-2026	552653	מיזוג אשת	₪234,489.58	₪198,719.98	₪35,769.60	18.00%	Included	View Edit File

Income reports

1 count ₪234,489.58 gross total ₪0.00 VAT total 0 needs review

Document	Status	Source	Date	Number	Counterparty	Gross incl. VAT	Net excl. VAT	VAT	Rate	VAT calc	Actions
Income summary report	Ready	External invoice system	-	-	-	₪234,489.58	₪198,719.98	₪35,769.60	18.00%	Excluded	View Edit File

Expenses

3 count ₪4,114.00 gross total ₪627.56 VAT total 0 needs review

Document	Status	Source	Date	Number	Counterparty	Gross incl. VAT	Net excl. VAT	VAT	Rate	VAT calc	Actions
Expense invoice	Ready	Mobile capture	-	-	-	₪1,946.00	₪1,649.15	₪296.85	18.00%	Included	View Edit Notebook
Expense invoice	Ready	Mobile capture	-	02735	-	₪830.00	₪703.39	₪126.61	18.00%	Included	View Edit Notebook
Expense receipt	Ready	Manual upload	31-03-2026	103219603	רשם החברות והשותפויות	₪1,338.00	₪1,133.90	₪204.10	18.00%	Included	View Edit File

Other

0 count ₪0.00 gross total ₪0.00 VAT total 0 needs review

No documents in this group yet.

Period status

Standard materials to collect

Bank statements
Credit-card statements
Supplier invoices
Customer invoices
Receipts and payments
Credit notes
Import/customs/shipping documents
Payroll/expenses if relevant
Accountant questions