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- Accounting with GST/Tax
- Who it's for
- Shared finance teams
Shared finance teams
A shared finance team may prepare bills and invoices for several organizations while keeping each entity's financial records distinct. Accounting with GST/Tax records the organization on customer invoices, purchase bills and journals. Controller checks each contributing document's organization before comparing recorded tax amounts. Operators follow the documents and payment evidence within their agreed scope.
How Accounting with GST/Tax is set up for you
Entity context
Keep legal name, tax registration details and base currency with the organization setup. Review the organization on each imported document so a familiar customer or supplier name does not hide an incorrect entity assignment.
Working access
Admin maps user identities and finance responsibilities with Controller. Rehearse an operator's access to linked documents and attachments, including a record belonging to another organization.
Common review language
Use bill decisions and operation receipts consistently across the team. A reviewer should be able to identify the actor, subject and outcome without knowing who prepared the original entry.
Separate comparisons
Review balances within an agreed organization and currency context. Explain journal coding and period boundaries before comparing recorded tax positions across different books.
A shared finance team may prepare bills and invoices for several organizations while keeping each entity's financial records distinct. Accounting with GST/Tax records the organization on customer invoices, purchase bills and journals. Controller checks each contributing document's organization before comparing recorded tax amounts. Operators follow the documents and payment evidence within their agreed scope.
Begin with a single organization and a current tax period. Add a second organization only after Admin and Controller have reviewed the intended access boundary and the team has reconciled the first cycle. Use similar customer names in the rehearsal so the preparer must inspect the entity and source reference.
Bring the organization list, chart of accounts and staff responsibilities. Include an External Auditor account in the access test and verify that the reviewer can open permitted evidence without editing financial records. Keep payment scope traceable through the linked bill or invoice. Agree any group reporting connection separately and preserve each entity's own accounting context as the service team expands its work.
[Review permissions](/accounting-with-gsttax/roles) and [map references](/accounting-with-gsttax/data-model).
Features to start with
Finance evidence and access
Connect the person, decision, operation outcome and supporting document behind a finance action.
Purchase bill control
Prepare vendor bills with tax credit amounts and give the approval decision a traceable record.
Tax invoicing and collections
Review recorded output tax before sending customer invoices and follow the balance through collection.
Roles on the team
- Admin
- Configures user access, organization scope and the finance workspace without substituting technical access for a business approval.
- 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.
- External Auditor
- Reads the agreed finance scope and traces recorded decisions to supporting evidence.
Set up Accounting with GST/Tax your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.