2026 May-Jun

01-05-2026 to 30-06-2026

Collecting Payment not checked Exported

Estimated VAT credit/refund -₪19.07

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: 01-05-2026
End: 30-06-2026
Due date: -
Submitted date: -
Exported: 17-06-2026 09:33
Sent: -
Confirmed: -
Paid: -
Updated: 17-06-2026 09:33

Workflow and readiness

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

Next action: Upload income summary report

Close warning: Not submitted.

Close warning: Payment status is not checked.

Close warning: 1 document(s) still need review.

Workflow stages

Done Package exported 17-06-2026 09:33

Open Sent to accountant Not sent.

Open Accountant confirmed Not confirmed.

Open Submitted Not submitted.

Open Payment handled Payment not checked

Readiness checklist

Missing Income documents present No income invoice or summary report is attached.

Missing Income summary report present Upload the income summary report.

OK Income report matches invoices Difference: 0.00

Warning Expense documents reviewed 1 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 1 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.

₪0.00Income gross incl. VAT

₪0.00Income VAT

₪125.00Expense gross incl. VAT

₪19.07Claimable VAT

-₪19.07Estimated VAT credit/refund

1Documents needing review

Accountant package readiness

1Documents needing review

2Missing files

0Income 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.

Warning: 1 expense document(s) still need review.

Warning: Estimated VAT to pay may change because included expenses still need review.

Warning: No income summary report uploaded for this VAT period.

Income invoices

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

No documents in this group yet.

Income reports

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

No documents in this group yet.

Expenses

2 count ₪125.00 gross total ₪19.07 VAT total 1 needs review

Document	Status	Source	Date	Number	Counterparty	Gross incl. VAT	Net excl. VAT	VAT	Rate	VAT calc	Actions
Expense invoice	Needs review	Mobile capture	-	-	Test	₪5.00	₪4.24	₪0.76	18.00%	Included	View Edit Notebook
Expense invoice	Ready	Mobile capture	-	372883	-	₪120.00	₪101.69	₪18.31	18.00%	Included	View Edit Notebook

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