Course Schedule

Welcome to the ClickBook® course program. We are happy to show you in our webinars free of charge how you can use ClickBook® optimally for your sole proprietorship. An experienced fiduciary expert will lead the course and explain the use of ClickBook® with practical examples. You will also have the opportunity to ask individual questions!

1. Course: 1x1 of Accounting

We will be happy to show you the basis of accounting with ClickBook®, so that you can independently carry out your administration.

Course Outline:

• Setting up ClickBook®.
• Entering expense receipts using examples.
• Short explanations of the VAT methods.
• Creating statements, e.g. annual report & VAT statement.
• How to best control your own bookkeeping?
• Entering higher investments (such as a vehicle) in ClickBook®.
• Creation of a customer invoice with QR deposit slip.
• Time for individual questions from ClickBook® customers to the expert.

2. Course: VAT-Accounting

The topic "VAT" is not always easy to manage for many companies. We show you with ClickBook® how you can optimally create your VAT statement in ClickBook® and submit it online to the Federal Tax Administration.

Course Outline:

• Basic VAT knowledge.
• Which VAT method should I choose for my company?
• Which VAT method makes the most sense for a sole proprietorship?
• Entering individual sample entries with VAT codes together.
• Create a VAT statement.
• Create VAT sales reconciliation.
• Explanation of the VAT registration.
• Showing how to submit statements online.
• Get to know the ePortal of the Federal Tax Administration.
• Time for individual questions from ClickBook® customers to the expert.

3. Course: Year-End Closure

For the tax declaration, a financial statement is necessary for all owners of a sole proprietorship. Together we will look at how you can do this using an example.

Course Outline:

• Reconciliations.
• Checking the completeness of the bookkeeping.
• Depreciation.
• Preparation of an annual report.
• Retention of business records.
• Declaration of the business report in the tax return.
• Time for individual questions from ClickBook® clients to the expert.

What does the Sole Proprietorship Master Plan® include?

In our 3-part master plan we show owners of a sole proprietorship what they have to consider at the "start", during the "business year" and at the "annual closing". These tasks are divided into "AdminCare", "InsuranceSafe" and "Tax & Accounting - Tracking". The topics have been carefully compiled by an experienced fiduciary expert and are all practice-oriented.

How do I get the Sole Proprietorship Master Plan®?

As a ClickBook® subscription, the master plan is available to you at any time in the form of an e-book and explanatory videos in the ClickBook® application. If you have individual questions, you are also welcome to make an appointment with a ClickBook® fiduciary expert!