Karbon provides various fields to manage the accounting details of individuals and organizations. The availability of specific fields will be determined by the country you've selected. For a detailed list of country-specific fields, refer to this article.
1. People
Client Identifier
Legal Name
Country
Sex
Date of Birth
Date of Death
Employment
Employee
Self-Employed
Legal Firm
Identification Number (SSN, TIN, TFN, etc.)
Services (if Self-Employed is selected)
Incorporated Date
Industry/Line of Business
Annual Revenue
Sells
Revenue Model
Identification Numbers
Tax Details
Fiscal Year End Month/End Day
Income Tax Installment Period
Tax Provider
Systems
Bank
Payroll
Bill Pay
Benefits
Revenue
Expenses
File Management
Accounting
Family Relationships
Name
Relationship
Tax Number
Date of Birth
Country of Citizenship
2. Organizations
Client Identifier
Legal Name
Country
Entity Type
Incorporated Date
Industry
Annual Revenue
Valuation
Sells
Revenue Model
Tax ID
Registration Numbers (refer to existing article)
Tax Details
Fiscal Year End Month/End Day
Sales Tax/GST/VAT Period
Income Tax Installment Period
Tax Provider
Sales Tax/GST/VAT Basis
Employee and Office Locations
Employee Locations
Office Locations
Systems
Bank
Payroll
Bill Pay
Benefits
Revenue
Expenses
File Management
Accounting
Ensure that all relevant accounting details are accurately filled in to maintain up-to-date records in Karbon. For country-specific details, visit this article.