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Closing documents in the Clients module
All documents between the agent and TrendAgent are now collected in the personal account
How will this help you in your work?
Updated deal section
This is an interactive layout.
Click the highlighted element to learn more.
Click the highlighted element to learn more.
Чат оплаты
Здесь вы получите уведомление о готовности всего пакета документов и/или о внесённых в документы изменениях.
Налоговый учет / Дополнительные
Здесь вы можете переключаться между документами, необходимыми для налогового учета, и дополнительными документами, которые могут понадобиться.
Скачать все файлы
Когда все документы по сделке будут готовы, нажмите «Скачать все файлы», чтобы получить единый архив со всеми документами по сделке.
User access to closing documents
You can now set access to closing documents yourself in the manager’s personal account in the "Employees" section.
Access depends on the level of financial information assigned to the employee.
Access depends on the level of financial information assigned to the employee.
FAQ
If you have questions about the content of a document or think there is an error in it, write in the payment chat. The document management specialists will check the information and help you resolve the issue.
Documents are displayed automatically as soon as they are created in the 1C system.
To request documents for a specific period, write in the payment chat and specify the period you need the documents for. You can also contact Support.
The "Tax Accounting" section includes documents required to prepare tax reports. The set of documents may vary depending on your tax system and whether you are a VAT payer.
The following documents may be available in this section:
The following documents may be available in this section:
- Commissioner’s Notice of the Sale Date — contains information about the sale date required to correctly record transactions for tax accounting purposes.
- Sales Invoice — issued for sales transactions and used by VAT payers.
- Commissioner’s Report — confirms the transactions completed under the commission agreement and serves as the basis for recording income and expenses.
- Invoice for the Principal’s Remuneration: intended for companies and individual entrepreneurs that are VAT payers. Based on this document, VAT on the commission fee can be deducted.
The "Additional" section contains informational documents that may be useful for reference. They are not part of the mandatory set of documents required for tax reporting.
This section includes:
This section includes:
- Notice on the Efficiency of TrendAgent Use — an informational document containing information about the use of the platform during the reporting period, including data on deals, the licensee’s revenue, and the amount of the license fee.
- Invoice for the Principal’s Remuneration — for self-employed persons, individual entrepreneurs using the Professional Income Tax regime, and individual entrepreneurs who are not VAT payers, this document is provided for reference.