Business and SMEIn OptiTax

Business and SME17

• Payroll: PAYE, UIF, SDL and IRP5 codes

  A payroll register with the deductions and certificate codes worked out.
  Open the tool
• Petty cash tin

  Track cash in and out on your phone.
  Try it
• Closing stock

  Record stock on hand at year end.
  Try it
• Credit applications and FICA packs

  A credit application pack built from your own records.
  Try it
• Loan readiness

  How strong your evidence is before you apply for finance.
  Try it
• Fill in a real PDF form by answering questions

  Ten questions at a time, read back before saving, by voice or text.

  Say ask me the questions for my form give me 10 questions at a time
  Try it
• Chase an unpaid invoice by email

  Say who and it sends the reminder.
  Try it
• Who owes whom

  Money owed to you and by you, on one page.
  Try it
• Match purchase orders, delivery notes and invoices

  Three-way match for supplier paperwork.
  Try it
• How is my business doing

  Ask in chat for a quick read of your figures.

  Say how is my business doing
  Open the tool
• General ledger

  Every line posted to the right account.
  Try it
• Financial statements

  Income statement and balance sheet from your own records.
  Open the tool
• Mark a document as a sales invoice

  Say "this is an invoice I sent to my client" and it is recorded as income.
  Try it
• Staff join your business with a code

  Workers join with a staff code and their slips go to the business.
  Try it
• Spend per staff member

  A view of what each staff member spent, from the slips they send to the business.
  Try it
• List your business by WhatsApp

  One page for your business, with tracked links.
  Try it
• Share page with a QR code for your customers

  A page your customers can scan, with code word sign-up on WhatsApp.
  Try it