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