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- Accounting with GST/Tax
- Who it's for
- Service businesses
Service businesses
A service business can finish the work before its invoice is collected, while supplier bills still need review and payment. Accounting with GST/Tax gives the finance team a place to follow those obligations and explain the recorded tax amounts behind them. AR Specialist owns customer invoice follow-up, AP Specialist prepares supplier charges and Controller reviews the financial decisions.
How Accounting with GST/Tax is set up for you
Revenue coding
Separate implementation, training and support charges using the invoice lines' revenue categories and ledger accounts. Review the account treatment before sending the customer invoice so a later collection discussion has a stable document to reference.
Supplier evidence
Keep the professional service invoice and its reference with the vendor bill. Controller reviews the supported amount and recorded input tax credit before approving the obligation.
Partial collection
A customer may pay part of a service invoice while questioning another charge. Compare the amount received with the remaining balance and due date before deciding the next follow-up.
Period review
Use the GST position screen to inspect the recorded tax amounts and open the documents behind them. Agree the invoice date basis and treatment of disputed vendor charges with Controller.
A service business can finish the work before its invoice is collected, while supplier bills still need review and payment. Accounting with GST/Tax gives the finance team a place to follow those obligations and explain the recorded tax amounts behind them. AR Specialist owns customer invoice follow-up, AP Specialist prepares supplier charges and Controller reviews the financial decisions.
Start with a current accounting period, an active customer and a regular supplier. Include a service invoice containing implementation and training lines, a partial customer payment and a vendor bill that requires correction before approval. AR Specialist and AP Specialist should explain the same amounts that Staff Accountant includes in the period review.
Bring the current account mapping, customer terms and source documents. Keep service delivery and project planning in their designated operating tools; agree any document handoff during setup. Expand the finance scope after the team can trace a sent invoice, a bill decision and a reconciled payment through the review cycle without losing the original evidence.
[Prepare the first cycle](/accounting-with-gsttax/get-started) and [review invoice collection](/accounting-with-gsttax/processes/invoice-preparation-to-collection).
Features to start with
Tax invoicing and collections
Review recorded output tax before sending customer invoices and follow the balance through collection.
Payments and reconciliation
Follow scheduled payments through release and compare the recorded movement with bank evidence.
Purchase bill control
Prepare vendor bills with tax credit amounts and give the approval decision a traceable record.
Roles on the team
- AP Specialist
- Prepares vendor bills, account coding and supporting documents for Controller review.
- AR Specialist
- Prepares and sends customer tax invoices and follows the remaining receivable.
- Staff Accountant
- Reviews journal coding and recorded tax amounts before the period review.
- Treasury Analyst
- Prepares scheduled payments and reconciles recorded movement to bank evidence within the agreed release authority.
- Controller
- Approves purchase bills and owns financial review of journal balances and tax periods.
Set up Accounting with GST/Tax your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.