Tax & compliance
The Tax screen turns your books into the numbers a return asks for, and keeps a record of what you filed and when.
SBB helps you prepare, not decide
Rates, thresholds and treatments differ by country and change with each budget. Confirm yours with your accountant or revenue authority. SBB computes from the data and settings you give it.
Your tax profile
Save tax profile records how your business is taxed: which taxes apply, your registration details, filing frequency, and the treatment of your categories.
Set sales category treatment and purchase category treatment so each category is classified correctly — standard-rated, zero-rated, exempt, or out of scope. Getting this right once means every later period computes correctly without rethinking it.
Preparing a period
Prepare snapshot builds the figures for a filing period from all confirmed activity:
- Taxable sales and taxable purchases
- Tax collected and tax paid
- Estimated total due
A snapshot is a point-in-time record. Because it captures what the books said when you filed, a later correction does not silently rewrite the basis of a return you already submitted.
Reconcile and close first
Prepare the snapshot after reconciling and closing. A snapshot from books still in motion is a guess.
Recording the filing
Once filed, record:
- The filing reference / acknowledgement number from the authority
- The due date and payment status
- A filing note for the period
Screens flag due date not set and no filing reference yet, so an unfinished filing is visible rather than assumed done. When the authority asks about a period from two years ago, the reference is on the period, not in an email.
Evidence
A tax figure you cannot support is a problem in an audit. Before filing, clear the needs evidence lane in AI workflows — expenses claimed without a receipt are exactly what gets disallowed.
Electronic invoicing
Which countries SBB submits for, today:
| Country | Regime | What SBB does |
|---|---|---|
| Kenya | KRA | Submits the invoice and stores the returned reference and QR code |
| Nigeria | FIRS e-invoicing | Submits the invoice and stores the returned reference and QR code |
| Uganda | URA EFRIS | Not yet. SBB prepares the figures; submission is still done on the URA portal |
| Elsewhere | — | Invoices carry your tax details; no automatic submission |
Uganda: EFRIS is not submitted for you
SBB keeps the books and prepares the VAT return, but the EFRIS submission itself is not automated yet. It is on the roadmap. Anyone telling you otherwise is reading an older version of this page.
These regimes change often and are enforced strictly — check the current requirements for your jurisdiction.
Staying ready
| When | Do |
|---|---|
| As you go | Attach receipts; keep categories consistent |
| Monthly | Reconcile, close, check evidence gaps |
| Each filing period | Prepare snapshot, file, record the reference |
| Yearly | Post depreciation; review category treatments |