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Accountant Resources
Accountant Resources
How to get started using the Accountant Platform, and working with your clients through Coconut
+1
33 articles in this collection
Written by
Adam Goodall,
Sam O'Connor,
Kayleigh
and 1 other
Getting Started
Welcome to the Coconut Partner Programme
A quick introduction for new Coconut Partners from our CEO, Sam O'Connor
Written by
Sam O'Connor
Updated over a week ago
Getting Started With the Accountant Platform
Watch our intro video to learn more about the Accountant Platform
Written by
Adam Goodall
Updated over a week ago
Moving Your Clients to Coconut
Handling storing of receipts and invoices, and aligning accounting entries to your previous accounting system.
Written by
Adam Goodall
Updated over a week ago
Onboarding Your First Clients
Inviting Your Clients to Coconut
We break down step-by-step how you can invite your clients to Coconut to manage their books.
Written by
Adam Goodall
Updated over a week ago
What's the Onboarding Process Like For My Clients?
Your client will need to download the app, sign up and connect their bank account so you can manage their books in the Accountant Platform.
Written by
Adam Goodall
Updated over a week ago
What to Do Once My Client Has Signed up to Coconut?
A few tips on getting your client started with Coconut.
Written by
Adam Goodall
Updated over a week ago
Connecting Your Client's Bank Accounts
To ensure you are able to view and manage your client's transactions in the Accountant Platform they need to connect their account first.
Written by
Adam Goodall
Updated over a week ago
Client FAQs About Open Banking
Answer any questions or concerns from your clients about connecting their bank account to Coconut.
Written by
Adam Goodall
Updated over a week ago
Communicating & Promoting Coconut to Your Clients
Communicating Coconut to Your Clients
Tips to get your clients set up in Coconut after you've invited them through the Accountant Platform.
Written by
Adam Goodall
Updated over a week ago
Detailed Client Email Template
A longer, more detailed email template to tell your clients about why you’re working with Coconut.
Written by
Adam Goodall
Updated over a week ago
Background to MTD ITSA for Your Client
Written by
Adam Goodall
Updated over a week ago
Marketing Materials for Your Practice
You can use these assets to create materials to share with your clients
Written by
Adam Goodall
Updated over a week ago
Wording to Describe Coconut Benefits & Features
Use the copy here to write about Coconut on your website, emails, social posts and articles
Written by
Adam Goodall
Updated over a week ago
Reviewing & Completing Your Clients’ Books
Review & Recategorise Your Clients' Transactions
Coconut is built to make reviewing and categorising your client's transactions super easy.
Written by
Adam Goodall
Updated this week
'Mostly Business' Accounts vs 'Business+Personal' Accounts
Coconut has two different categorisation modes for dedicated business accounts and mixed business+personal accounts.
Written by
Adam Goodall
Updated over a week ago
Add a Manual Adjustment
Coconut makes it easy to add an adjustment or a transaction that is missing from your client's books.
Written by
Adam Goodall
Updated this week
Managing Your Client's Receipts
Learn how to use the receipt tool to manage your client's receipts
Written by
Aaron Beardmore
Updated over a week ago
Query Your Clients' Transactions
Need to ask your client about some of their transactions? Select and copy queries to clipboard.
Written by
Adam Goodall
Updated this week
How to Make Adjustments for CIS Deductions
You can add back CIS deductions in a few clicks for subcontractor clients that fall under the Construction Industry Scheme
Written by
Adam Goodall
Updated over a week ago
Reports
SNF Export for Preparing Self-Employed Tax Returns
Prepare sole trader self-assessments quickly using Coconut and your tax filing software in a few clicks.
Written by
Adam Goodall
Updated over a week ago
How Coconut Populates SA103S Values
A breakdown of which categories in Coconut make up the SA103S in reporting.
Written by
Aaron Beardmore
Updated over a week ago
Downloading the SA103S Report
Get the figures your need for your client's tax return with the SA103S report
Written by
Adam Goodall
Updated over a week ago
Downloading the SA105 (UK Properties)
How to decide on and download the correct SA105 report
Written by
Aaron Beardmore
Updated over a week ago
Downloading the SA106 (Foreign Property)
How to download the SA106 for Foreign Property self-assessment
Written by
Aaron Beardmore
Updated over a week ago
Export Transactions to CSV
To export your clients transactions, you can use the export CSV on the bookkeeping tab.
Written by
Adam Goodall
Updated this week
How to Download a Report With a Summary by Category
Once you’ve got your clients books up to date in Coconut, you might want to get totals of the figures.
Written by
Adam Goodall
Updated over a week ago
Invoicing
How to Manage and View Your Client's Invoices
If you have a client that uses Coconut’s invoicing feature, you can see the list of invoices they’ve raised through the Accountant Platform.
Written by
Adam Goodall
Updated over a week ago
General
Which Banks Are Supported by Coconut
Open Banking is a secure and easy way for your clients to share accounting data - you can have bank feeds from over 25 UK banks
Written by
Adam Goodall
Updated over a week ago
How to Manage Your Team Members
Add or remove team members from the Accountant Platform
Written by
Kayleigh
Updated this week
Browsers Supported by Coconut Accountant Platform
We support Chrome, Firefox, Safari and Edge
Written by
Aaron Beardmore
Updated over a week ago
Supporting Your VAT Registered Clients
Use our template to create MTD-compliant VAT returns for your VAT registered clients
Written by
Adam Goodall
Updated over a week ago
How to Support Your Clients With Multiple Sources of Income From Property And/or Self-Employment
Learn how to use Income Streams to track different streams of property and business income
Written by
Aaron Beardmore
Updated over a week ago
Billing for Coconut Partners
How Billing Works for Coconut Partners
Details on how billing work when you're paying for subscriptions on behalf of your clients.
Written by
Adam Goodall
Updated over a week ago