Handover from your previous finance function

What material Kleer needs from your old accounting firm at the changeover, and what happens to tax returns and supplier invoices that arrive after the handover.

We need your old accounting!

The implementation process can feel tough, but remember: once you are up and running, life will hopefully feel a little easier, with less admin and more control!

We need information from your old accounting firm so that you can see both new and old figures in Kleer, and also to make sure everything is correct going forward, for both accounting and payroll.

Ask your old accounting firm for the right material

We have put together what information we need from your old accounting firm. If you have handled all finance internally, this applies to your internal team as well.

Your implementation consultant sends you the specification of what we need. Forward it to your previous finance function.

CC your implementation consultant in the email!

What happens to the documents behind your old accounting?

We do not archive your old accounting. Binders and documentation from the previous accounting firm will therefore be sent to your office. If documents have not been scanned, they need to be kept for 7 years.

Tax returns

Tax returns for withholding tax, social security contributions and VAT that relate to a period when the accounting was provided by the previous accounting firm are handled by them. This also applies to payment of the preliminary tax.

A clarification about the VAT return: if the customer has quarterly VAT and the switch to Kleer takes place in the middle of a VAT period, Kleer is responsible for that VAT return. In that case we need a VAT report from the previous accounting firm for the part of the period when they handled the accounting.

Supplier invoices that arrive after the handover

If the previous accounting firm receives supplier invoices after the handover has taken place, they are to be sent to Kleer at the address below:

COMPANY NAME c/o Kleer Group AB Box 90255 120 24 Stockholm

Or by email if the invoice is digital: CompanyNameAB@customer.kleer.se