What is the tax folder in Klar-ID?

In short: the tax folder is part of Klari, the digital document archive of Klar-ID. You compile receipts and invoices by period. So you have the documents for bookkeeping and tax advice at hand faster. Klari is a separate, paid add-on service. Prices on request.

The problem at the end of the month

At the end of the month or year, your accountant asks for receipts. Then you search in folders, email inboxes and various programs. Often a receipt is missing, and you only notice late.

What the tax folder does

• Overview: monthly and yearly document overview.
• Compile: compile income and expense receipts clearly.
• Organise: structure documents by period and document type.
• See gaps: spot missing documents more easily.
• Provide: provide tax-relevant documents in one go.

How Klari fits in

Klari brings receipts, invoices and contracts together in one place. You can assign documents to customers, bikes or orders. You find them by period, type and assignment. Klari files documents in a structured way, with controlled access and data export.

Klari also includes VAT- and ELSTER-related export functions and a receipt archive for Switzerland, Germany and Austria.

What the tax folder is not

The tax folder organises your documents. It does not replace tax advice. Questions about your taxes are something to clarify with your accountant or tax adviser.

More on the Klari page and under pricing.

Frequently asked questions

What is the tax folder?

The tax folder is an area in Klari, the digital document archive of Klar-ID. There you compile income and expense receipts by period and document type and see a monthly and yearly document overview. This makes it easier to spot missing documents, and you provide the documents for bookkeeping and tax advice in one go. Klari is a separate, paid add-on service, prices on request. More in the article What is the tax folder? and on the Klari page.

Is the tax folder included in Bikeshop?

No. The tax folder is part of Klari, the digital document archive of Klar-ID. Klari is a separate, paid add-on service; you get the prices on request. Bikeshop for CHF 29 / EUR 29 net per month includes workshop orders, customers, stock, ordering, invoices and cash book, but not Klari. More on the Klari page and under pricing.

Does the tax folder replace my tax adviser?

No. The tax folder organises your documents; it does not replace tax advice. It helps you compile receipts and invoices by period and document type, spot missing documents more easily and provide the documents in one go for your accountant or tax adviser. Questions about your taxes are something to clarify with your accountant or tax adviser.

Get started

Ask about Klari and the tax folder for your business. You register yourself in the Klar-ID app. Get started, see pricing or get in touch for a demo.