A Guide to Sage Instant Accounts from your Accountant
Managing your money is quick and easy
Why Sage Instant Accounts?
With a new or small business, we know your times better spent running your business rather than doing your accounts. However, you still need to keep track of your finances.
Sage Instant Accounts is designed to make managing your money as quick and easy as possible. VAT, end of year accounts, invoicing, day-to-day transactions all those finance and admin tasks that you need to stay on top of. In each case, youll have the information you need to manage your business right at your fingertips.
How can it help my business?
You dont need any accounting experience to use Sage Instant Accounts. Its easy to use, with help to get you up and running and show you every step of the way. Its suitable for a wide variety of small businesses and simple to set it up to suit yours.
Get an instant Dashboard view of your business trading position
Managing your money is now even easier, thanks to the new Dashboard. Whether its taking and processing card payments*, recording till takings, or getting an instant view of your business trading position, vital information about your customers, suppliers and products is stored in one place. Plus, you can run reports to see who is paying on time, and instantly see what money is owed in and what money is owed out useful when prioritising which late payers to chase. In addition, the new Diary within Sage Instant Accounts works with Microsoft Office Outlook, so its easier to log tasks, add reminders, and generally be that little bit more productive.
*Additional charge applies
Preview profitability of quotes and invoices
Create, customise, control
You can create quotations and then convert them to invoices and customise them with your logo and contact details too.
Its also easy to apply flexible discounts to help you win business and to check invoice and quote profitability - before you commit to them. The software lets you perform all kinds of useful tasks with your data, including profit and loss and balance sheet generation. You can also check and add reports to your favourite list to help you manage your business. With all this flexibility and information at your fingertips, youll find its easy to keep track of your finances.
It pays dividends with VAT and tax
Lets face it, no-one really likes doing tax or VAT returns. But they can now be done easily and quickly and with extra peace of mind that everything is where it should be, when it should be.
VAT and tax many happier returns
Youll be able to submit VAT returns online to the HM Revenue and Customs, generate an EC sales list or calculate reverse charge VAT. Plus Irish VAT returns too, if you need to. Everything that has to be done can be done quickly, easily and accurately. Its also easy to share information electronically with your accountant. Even better, you can both continue to work on the accounts at the same time. Its just another way to help you be that little bit more productive.
Feel at home with your software
Relax. With Sage Instant Accounts, it doesnt matter how much or how little you understand about managing your accounts - weve packed it full of useful help and advice.
It not only shows you what to do, but explains why you need to do it and what will happen next. And everythings accessible from the Welcome page, so youll always know where to find it. Set up to suit your business When you start using Sage Instant Accounts, youll need to enter your company details and you can now do it in a few easy steps. Just answer a few questions and select the right options for your business - there are hints and tips to help. Plus theres a really simple and useful link that will take you through everything. Just click what do I do first. Practice area The practice area is the perfect place to try out unfamiliar features or refresh your memory. It allows you to set up new customers, create invoices and learn how to use all the tools that Sage Instant Accounts provides without disrupting your day-to-day business or worry about getting something wrong. There are all kinds of tools for you to use whenever you like, as well as video demonstrations of key tasks which you can play, pause and replay if you need to. Theres even a demonstration company, complete with realistic data, to test things out before you get to grips with your own facts and figures.

Simple to use, easy to practise
Free Health & Safety Advice Standard Online support
Helping you stay up to date with Health and Safety
Keeping track of Health and Safety legislation isnt easy, given they change so often. Sage Instant Accounts now includes one years free Health & Safety Advice Standard Online support. This service advises you of any changes and offers practical guidance to help you stay compliant.

Sage Instant Accounts

Here are some of the features to help you.
Get up and running Easy to set up and use View video demonstrations earn in practice mode or L view demo data 5 days free award-winning 4 telephone support SageCover Online support - ne years email and O web based support - ne years Health & Safety O Advice Standard Online support Manage your customers and suppliers Find contact details quickly and easily Create quotations and invoices Apply flexible discounts to win business See who owes you money and when its due Check profitability of each invoice and quote before you commit Receive and process card payments* Record till takings The in-built Diary works with Microsoft Office Outlook, so you can log tasks and add reminders
Works with Microsoft Office Outlook
Control your finances The new Dashboard lets you view your business trading position at a glance Share information electronically with your accountant Easily correct mistakes Prepare VAT returns - Submit VAT online to the HMRC - e-Payments - EC sales list - Reverse charge VAT - Manage Irish VAT
works with Office Outlook Tilland your diary transactions

made simple

Why Sage Instant Payroll?
When youre running a new or small business, make sure people get paid correctly and on time to keep everyone happy. Sage Instant Payroll can help you pay your people quickly, easily and accurately, leaving you to concentrate on your business.
Pay people quickly, easily and accurately
Designed specifically for small businesses in the UK, Sage Instant Payroll is simple, easy to use software. It helps you process wages without the need to understand the complexities of payroll legislation. Once youve entered your employees payment details, it automatically calculates tax, National Insurance, pensions and sick pay. And its accredited to HM Revenue & Customs payroll standard. Sage Instant Payroll also includes access to our HR Advice Standard Online service. This service translates HR legislation into plain English, offering practical guidance and documents on managing your people. If youve got 10 employees or less and want to stay on top of ever-changing payroll legislation, Sage Instant Payroll makes it simple.

Sage Instant Payroll

Get up and running Easy to set up and use Helpful guides to key tasks 5 days free award-winning 4 telephone support SageCover Online support - One years email and web based support - One years HR Advice Standard online Manage your people reate and maintain C employee records Track holidays and absence Process paperwork or leavers Control your payroll ay your people the right P amount on the right day alculation of statutory C payments i.e. maternity pay, sick pay etc. Print payslips omplete your payroll C quickly and easily ake secure electronic M payments to employees and HMRC

Easy to set up and use

Post salary journals to Sage Instant Accounts and Sage 50 Accounts Submit in-year forms to HMRC electronically Step-by-step guides to help you manage Year End payroll Submit Year End forms electronically
Free HR Advice Standard Online

SageCover Online support

As well as all the help provided within your software, Sage Instant Accounts and Sage Instant Payroll now come with the reassurance of SageCover Online support for one year.
That means youll be able to search through thousands of answers to frequently asked questions and helpful articles in our online database, Ask Sage. Its available online whenever you need it. And if you cant find what youre looking for, simply email our technical support team and well aim to get back to you within one working day.*

* Service levels vary

Choosing the right software
Sage Instant Accounts Specifically designed for small businesses, this software helps you keep track of your money, manage your bookkeeping, invoicing and administration, as well as complete your VAT returns quickly and easily. Sage Instant Accounts comes with one years SageCover Online support - meaning you can find answers to your questions on our online database, or email our experts and well aim to get back to you within one working day.1 Sage Instant Accounts Plus Sage Instant Accounts Plus offers all the benefits of Sage Instant Accounts and the tools to help you manage your stock. This software is also ideal for businesses where two people2 need access to the company accounts. Sage Instant Payroll Designed specifically for small businesses in the UK, Sage Instant Payroll is simple, easy to use software. It helps you process your employees wages3 without the need to understand the complexities of payroll legislation. Sage Instant Payroll now includes one years HR Advice Standard Online. This service translates HR legislation into plain English, offering practical guidance and documents on managing your people.

1 Service levels may vary 2 Additional costs apply 3 Maximum 10 employees

Sage Instant Packages

Sage Instant Financial Package When youre running a new or small business, you need to keep track of your finances and make sure your people get paid correctly and on time. Sage Instant Financial Package brings together all the benefits of Sage Instant Accounts and Sage Instant Payroll, helping you do both with minimum effort, and giving you more time to focus on running your business. Sage Instant Business Package Sage Instant Business Package helps you to manage your finances, your people and your customers. This package includes Sage Instant Accounts, designed to make managing your money, including VAT and end of year accounts, as quick and easy as possible. Theres also Sage Instant Payroll, to make sure your people get paid correctly and on time. Finally, it includes the worlds best selling contact management software, ACT! by Sage, which helps you build relationships with your customers and target sales.
Everything you need in a single package
Related software and services
Sage Training Whether youre just setting up in business or have years of experience using Sage software, we can help you get to grips with the new stuff or polish up your skills. From classroom courses to self-study and online options, were sure youll find a course that suits you. You can see our full range of courses at www.sage.co.uk/trainingcatalogue Sage Stationery Its the little things that make the difference, like professional-looking statements, invoices and compliment slips. Make sure your business image makes an impact with Sage Stationery. Visit www.sage.co.uk/stationery to view our online stationery catalogue.
If you would like more information or would like to buy any software or services, contact your Accountant who will be happy to help you
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