How it works
Your firm has its own account
The zBilling team opens the accounting firm’s account and adds it to the directory that clients see. Write to us at info@zcom.es.
You add your clients by their tax ID
From the Accountant’s Panel you enter the client’s CIF or NIF (tax ID). The request stays pending until the client accepts it.
The client authorises access
Under Settings › My Accountant, the client taps Allow. The client can also send you the request, and revoke access whenever they like.
You handle their taxes
You choose the client, year and period (Q1 to Q4 or annual) and their tax forms are calculated from their invoices and expenses.
AEAT tax forms and record books
- The boxes of each form calculated from the client’s issued invoices and expenses.
- File for the AEAT’s online portal for modelos 303, 130, 111, 115, 349, 390, 347, 180 and 190.
- Record books for the client in the AEAT format (.xlsx).
- Export of each form as CSV, or all of them at once.
- Modelo 347: PDF return, sending to the client by email or WhatsApp, and letters for the client’s customers and suppliers.
Validating and closing periods
Once you have reviewed a period, you mark it as Validated or Filed. From then on, the client can no longer change the invoices for that period, so what you filed and what is in their program never drift apart.
What your client does in zBilling
Invoices with Verifactu
Invoices, receipts, corrective invoices and cancellations with their record and QR code, sent to the AEAT with the client’s certificate. More in what Verifactu is.
Records their expenses
Scans supplier invoices or forwards them by email to their expense mailbox (Pro and Ilimitado plans). See the expense invoice reader.
Gives you access in one click
Accepts your request in My Accountant and can withdraw it whenever they like. You don’t see the rest of their app, only your portal.
Exports to your accounting software
Issued invoices book, expenses book and accounting entries in Excel, on the Pro and Ilimitado plans.
Which firms it suits
Firms that look after self-employed people and small businesses who invoice in zBilling and want to stop receiving loose invoices by email every quarter. The tax forms come from the data the client already has in the program.
Frequently asked questions
How do I open an accounting firm account?
Accounting firm accounts are created by the zBilling team. Write to us at info@zcom.es or call 935 319 064.
What exactly can the accounting firm see?
Its own portal with the clients who have given it access: each client’s tax forms, record books and files for the AEAT. It does not see the rest of the client’s app.
Can the client withdraw access?
Yes, at any time from Settings › My Accountant, using the accounting firm’s access switch.
Which tax forms does it generate?
It calculates the boxes and generates the file for the AEAT’s online portal for modelos 303, 130, 111, 115, 349, 390, 347, 180 and 190.
What happens when I close a period?
Once you mark it as Validated or Filed, the client can no longer edit the invoices for that period.