by Nathan Travers | Sep 4, 2024 | Sage Accounting Post-Conversion Tasks
FreeAgentCorporation Tax Calculations If you’re a company that converted from FreeAgent, the automatically posted journals relating to corporation tax won’t have been converted. The only one of these journals we do convert is where the year end has completed, but the...
by Nathan Travers | Sep 3, 2024 | Sage Accounting Post-Conversion Tasks
Import your file to complete the conversion We’ve prepared your conversion file that you’ll need to import into Sage Accounting to complete the conversion process. The process is similar whether you’re an accountant or business owner. If you’re a business owner and...
by Nathan Travers | Jul 29, 2024 | Sage Accounting Post-Conversion Tasks
Import your file to complete the conversion We’re aware that Sage are migrating partners to Sage for Accountants. We don’t have full details of the import process but have included separate instructions for these at the bottom of the page under the Import into Sage...
by Nathan Travers | Dec 7, 2023 | Sage Accounting Post-Conversion Tasks
Set your VAT/Tax number and details We do not set your tax number and return periods. This is something that you will want to correct before completing your next tax return. Go to Settings > Financial Settings > Accounting Dates & Tax You can now set...
by Nathan Travers | Dec 7, 2023 | Sage Accounting Post-Conversion Tasks
Check the VAT/Tax Codes for each of your chart of accounts items Our software tries to work out what the VAT/tax codes for each account should be, based on the transactions posted to that account in your data, but you should check and amend them if needed before...
