User roles Admin Staff ✗External contributor✗Pulse user 

When preparing the personal income tax return, it is common practice to share the calculation with your client before officially filing it. Thanks to Silverfin and Kamigo (Accounton), this process is now much simpler, using the same portal that your client also uses to complete the questionnaire.

Table of contents

Step 1: Create export in Silverfin

  • Generate an export in Silverfin including the “Tax Calculation” explanation from the working file.
  • In the Export history, a button will appear (see screenshot) to share the proposal.
As an admin user, you can define an export style at the office level to quickly find the correct export bundle in any file.

Step 2: Configure the proposal in Accounton

  • Clicking the button 'Send to Accounton' takes you to the Accounton Backoffice.
  • A standard message is ready to send to your client.
  • Add any additional context and set a feedback deadline.

Step 3: Share via Kamigo

  • Your client receives an email notification that a new task is available in Kamigo.
  • The client can accept or decline the proposal.
  • The status is automatically updated in Accounton.

Step 4: Enable automatic reminders for the calculation proposal in Accounton

  • After sending the calculation proposal via Kamigo, your client will receive an email. If the client does not respond, you can activate automatic reminders to follow up automatically.

How to enable automatic reminders in Accounton:

  1. Go to Personal Income Tax and click on Settings.
  2. Activate the Automatic reminder of calculation togge.
  3. Set the reminder frequency (e.g. every 1, 2 or 3 weeks).
Choose the End option rather than Repeat for. This lets you set an end date to avoid sending clients an excessive number of emails.

Next Steps

  • If the proposal is accepted, you can proceed with filing the return in Silverfin.
  • If the proposal is declined, it will appear in Accounton, and you can take further action.