Frequently asked questions

Instructions to clients.

A Quick Checklist for Requesting an Accounting Offer

Clear, detailed request for proposal saves a lot of time and back-and-forth emails.

Include these points into request:

👉 Your industry – describe what you actually do and where the revenue comes from.
👉 An estimate of monthly turnover.
👉 An estimate of document volume per month (sales invoices, purchase invoices, receipts, etc.).
👉 Whether you have payroll – and if so, how often and for how many employees.

And if you want a truly tailored offer, also mention:

👉 Your business ID (Y-tunnus)
👉 Your VAT period (monthly, quarterly, or annual)
👉 The financial management software you use – and whether you’d like to keep it.

(If you don’t have a software yet, no worries —
we could help you find the best one for your needs.)

 

 

What materials must be delivered?

You need to deliver to us the following bookkeeping materials from the previous month:

• Bank statement: automatic transfer to financial management software, authorization from your bank required
• Sales invoices
• Purchase invoices
• Possible cash receipt and cash journal/ cash book
• Possible letters that you have received from tax authorities/ report requests/ payment instructions.

Documents of the month have to be delivered at the latest during 10th day of the month ( for example April’s documents have to be delivered 10.5 etc.). Please note that nowadays almost all documents are automatically transferred to the software, ask for more information.

Documents that are related to the payroll computation have to be delivered not later than one week before date of payment.
Documents that have to be delivered:

• Contracts of employment
• Tax cards
• Possible time sheets for workers (those who have hourly wages).

How can I save in book-keeping costs?

• Sort  documents that have to be provided: check all the documents before submitting any material to us. Check that you have all the documents which are related to the events in the bank statement (sales invoices, purchase invoices and receipts’ of the card purchases).
• Send materials to Heeros programm or other financial management software you use. Sending by e-mail in the pdf form still possible, if needed.
• Deliver an electronic bank statement. For example TITO form (.nda). Ask your accountant for more options.

Where I deliver documents?

The materials can be delivered directly to Heeros programm or other financial management software you use. Delivery by e-mail in pdf form still possible if needed. 

Change of ownership in limited liability company?

In the limited liability company the exchange of the ownership does not have to be registered. The company up keeps the” shareholders’ register” itself. When ownership of the company changes the following must be made

• Sales contract
• Asset transfer tax has to be paid. It is 1,5% of the trade  sum, the form can be found here.
• Make the transfer-declaration to the tax authorities, instructions can be found here.

Change in the board of directors? (LLC, limited liability company)

All changes in a board of directors must be registered to Finnish Patent and Registration Office, instructions can be found here. Our company can help you with the registration.

What is Suomi.fi Identification?

The Suomi.fi system is offered to users by the Finnish Tax Administration. It is designed for corporate taxpayers to facilitate secure sign-in in order to start using electronically provided services. Thus, to identify itself online, a corporate taxpayer should have a Suomi.fi ID. The Suomi.fi ID is free of charge. With Suomi.fi ID you can give an authorization to an accounting firm to act on behalf of your company.

More instructions here