Coconut Help Center

Accountant Resources

How to get started using the Accountant Platform, and working with your clients through Coconut

34 articles

Getting Started

Welcome to the Coconut Partner Programme

Getting Started With the Accountant Platform

Onboarding Your First Clients

Inviting Your Clients to Coconut

What's the Onboarding Process Like For My Clients?

What to Do Once My Client Has Signed up to Coconut?

Connecting Your Client's Bank Accounts

Client FAQs About Open Banking

Which Banks Are Supported by Coconut

Browsers Supported by Coconut Accountant Platform

Accountants: How to unsubscribe from client activity reports

Coconut Partner Billing & Team Member Management

How to Manage Your Team Members

How Billing Works for Coconut Partners

Communicating & Promoting Coconut to Your Clients

Communicating Coconut to Your Clients

Detailed Client Email Template

Background to MTD ITSA for Your Client

Marketing Materials for Your Practice

Wording to Describe Coconut Benefits & Features

Reviewing & Completing Your Clients’ Books

Review & Recategorise Your Clients' Transactions

Running Balances to Check to Bank Statements

'Mostly Business' Accounts vs 'Business+Personal' Accounts

Add a Manual Adjustment

Managing Your Client's Receipts

Query Your Clients' Transactions

Supporting Clients with Multiple Sources of Self-employed and/or Property Income

How to Make Adjustments for CIS Deductions

Supporting Your VAT Registered Clients

Preparing Your Clients Tax Returns and Reports

SNF Export for Preparing Self-Employed Tax Returns

How Coconut Populates SA103S Values

Downloading the SA103S Report

Downloading the SA105 (UK Properties)

Downloading the SA106 (Foreign Property)

Export Transactions to CSV

How to Download a Report With a Summary by Category

Viewing Your Clients' Invoices

How to Manage and View Your Client's Invoices