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Documents module
Your clients' tax documents, retrieved for you.
MyMinFin documents, tax debts, VAT accounts and the UBO register: Fidly retrieves them and files them by client. You no longer search for them, you process them.
✓ MyMinFin retrieval
✓ Filed by client
✓ UBO register
✓ Export to Admin Pulse, FID-Manager
At a glance
01
Everything MyMinFin sends your clients, in one place.
Thanks to your mandates, Fidly brings in each file's documents and flags what's new. No more logging in client by client.
01
Automatic retrieval
New MyMinFin documents arrive in Fidly, filed by client and by category.
02
Tax debts and VAT
Tax debts, VAT current account balances and advance payments: an overview across the whole firm.
03
UBO register
Confirm your companies' registers and ask your clients to check them.
04
Export
Send the documents to your practice management software.
How it works
02
Four steps, from mandate to file.
1
Activate your mandates
Choose, client by client, which documents and UBO register to follow.
2
Fidly retrieves
MyMinFin documents arrive, filed by category: CIT, VAT, payments, withholding tax, PIT, UBO.
3
You process
New items flagged, tax debts and VAT balances up to date, UBO registers to confirm.
4
You export
Documents go to your practice management software, with your category codes.
New documents
VAT returnAtelier Dumont
CIT assessment noticeBoulangerie Lenoir
Certificate of no tax debtGarage Lambert
To process3
Technical specifications
03
What the module covers, point by point.
01
MyMinFin documents
4 items
–
Retrieval
Documents brought in automatically thanks to your clients' mandates.
Categories
CITVATPaymentsWithholding taxPITUBO
Views
By firm, by company or by director.
Viewing
Secure viewing of each document, with no manual download from MyMinFin.
02
Mandates
3 items
–
Active mandates
Representatives per client, one mandate per type.
Subscription
Choice, client by client, of the documents and UBO register to follow.
Default mode
Firm-wide setting for clients without an explicit choice.
03
Tax debts and VAT
3 items
–
Tax debts
MyMinFin tax debts for the firm or for a file.
VAT current account
VAT balances for each file.
VAT advance payments
VAT advance payments due, file by file.
04
UBO register
5 items
–
Register
Beneficial owners of each company, with supporting documents.
Organisation chart
The company's control structure.
Confirmation
Register confirmation with MyMinFin, for one or more companies.
Client check
Email request asking the client to check their data.
Belgian Official Gazette
Link to Gazette publications and archiving of the history.
05
Export and automation
Admin Pulse · FID-Manager · Admin Consult
–
Management software
Admin PulseFID-ManagerAdmin Consult
Category mapping
Your codes or tags linked to each document category.
Identifier check
Live check that your files match those in the software.
Automation rules
Trigger an action when a document arrives, based on your criteria.
For your clients
04
An internal tool for the firm.
Today
Nothing to change
Your clients have nothing to do, except check their UBO register if you ask them to.
Coming soon
Document sharing
Documents can be shared with your clients' Fidly space.
FAQ
05
Questions about the Documents module.
How does Fidly retrieve the documents?
Through your clients' MyMinFin mandates. Fidly shows you which ones are active and what you follow for each client.
Which documents are retrieved?
Your clients' MyMinFin documents (CIT, VAT, payments, withholding tax, PIT), as well as tax debts, VAT balances and the UBO register.
Do my clients need to do anything?
No. It's an internal tool for the firm. You can simply ask them to check their UBO register.
Can I send the documents to my management software?
Yes: Admin Pulse, FID-Manager or Admin Consult, with your categories mapped.
Can I use only the Documents module?
Yes. Each module is switched on separately, and you add the others whenever you like.
How does Fidly retrieve the documents?
Through your clients' MyMinFin mandates. Fidly shows you which ones are active and what you follow for each client.
Which documents are retrieved?
Your clients' MyMinFin documents (CIT, VAT, payments, withholding tax, PIT), as well as tax debts, VAT balances and the UBO register.
Do my clients need to do anything?
No. It's an internal tool for the firm. You can simply ask them to check their UBO register.
Can I send the documents to my management software?
Yes: Admin Pulse, FID-Manager or Admin Consult, with your categories mapped.
Can I use only the Documents module?
Yes. Each module is switched on separately, and you add the others whenever you like.
How does Fidly retrieve the documents?
Through your clients' MyMinFin mandates. Fidly shows you which ones are active and what you follow for each client.
Which documents are retrieved?
Your clients' MyMinFin documents (CIT, VAT, payments, withholding tax, PIT), as well as tax debts, VAT balances and the UBO register.
Do my clients need to do anything?
No. It's an internal tool for the firm. You can simply ask them to check their UBO register.
Can I send the documents to my management software?
Yes: Admin Pulse, FID-Manager or Admin Consult, with your categories mapped.
Can I use only the Documents module?
Yes. Each module is switched on separately, and you add the others whenever you like.
Hi, I'm Chloé,
A question about Fidly, its features or getting set up? I'm here to advise and support you.
Talk to usA question about Fidly, its features or getting set up? I'm here to advise and support you.