Printable guides that follow the training videos lesson by lesson: the same screens, the same clicks, the same words. Keep one open beside AutoSOA and do each step on your own screen.
From a new, empty account to your first month: your company profile and team, what you charge for, your clients, invoices and statements of account, the client portal, payments, month-end and the BIR Summary Lists. Then what to do when a client pays part, pays late, pays too much, leaves, or an email bounces.
Your suppliers and their bank accounts, who approves a payment, supplier bills, asking to pay and approving, the payment run and month-end. Then a request that is turned down and a supplier whose bank account changes.
How scanned receipts come in, checking what AutoSOA read before it becomes an expense, and what to do when it reads a receipt wrong.
From a new, empty account to your first payday: your company and team, the statutory tables, holidays and leave, schedules, your employees, the time clock and the payroll calendar. Then a full cut-off: attendance, overtime and leave, the pay run, paying your people, payslips, government remittances and the books. Then the things that go differently: a new hire mid cut-off, half a day off, a raise, a mistake after posting, a failed transfer, a salary loan, a bonus, a shift swap and a resignation.
From a new, empty account to your first quarter filed, paid and proven: your BIR registration and taxpayer profile, your 2303, what BIR has on record, taking over from a bookkeeper and the tax calendar. Then a 1701Q from the first figures to the proof of payment, and the month-end check. Then what to do about a return with no proof, a quarter with no sales, the wrong document and a mistake after filing.
From a new, empty account to a running store: your team, your look, your aisles and items in their sizes, online payment, a customer's first order, picking and delivery, the cash shift and the POS, new stock, and the nine things that go wrong most.
Every picture is from AutoSOA as it is today. The businesses in them and their clients are made up. AutoSOA prepares and tracks BIR returns; you file and pay them yourself, and nothing here is tax advice.