Review transactions and tax treatment
Check imported records, run categorization, and understand what still needs a review.
Open Books after selecting a company. The transaction list shows the records used for that company’s totals and tax estimates.
Check the underlying records
Compare transaction dates, descriptions, and amounts with your original statements. Look for missing categories and entries marked Needs review. Keep invoices and other supporting records available for questions that the bank description cannot answer.
Categorize transactions
Choose Auto-categorize after importing transactions. TaxAI reports how many transactions were categorized. Review the resulting categories before relying on the summaries.
The books also include a tax classification action for expense transactions that do not yet have a tax treatment. Review those results with the relevant supporting records.
Understand the tax position
The company overview separates corporate tax and VAT estimates. These figures depend on the records in the books and the company details; adding or reviewing records can change the result.
Estimates are a starting point for review. TaxAI does not file or pay a return for you. Confirm decisions about your company with your tax advisor or the relevant official guidance.
If a result looks unexpected, send feedback describing the page, the action, and what you expected to happen. Avoid including private transaction details in your initial message.