Inviting your accountant

Coffer lets you invite your accountant to view your records, so you can hand your figures over at filing time without exporting and emailing files. It is entirely optional and off until you invite someone. Your invoices, expenses, receipts, and tax events stay read-only. If you assign your accountant a GST return, they can also make decisions in that return's review and record it as filed.

Inviting your accountant

Go to Settings and find the Your accountant card. Enter your accountant's email address and send the invitation. Coffer emails them a link to get started.

• You can have up to three accountants connected at once. If you reach that, remove one to invite another.
• An invitation that isn't accepted expires after 14 days. Send a new one if that happens.
• The invitation email doesn't name your business, so if you mistype the address nothing about you is revealed to the wrong person.

What happens next

Your accountant accepts the invitation and signs in with that same email address. Until they do, the card shows the invitation as Invited. Once they accept it changes to Active, and they can open their own view of your filing records. If they decline, or the invitation expires, the card says so.

Your accountant can work with several clients from one login, but each client's account stays separate. They only ever see the accounts that have invited them.

What your accountant can see

Once connected, your accountant can view and download:

• Your invoices and their line items.
• Your expenses and the receipts attached to them.
• Your home-office declarations, including the utility bill schedule you save for an actual-cost claim.
• Your tax events, the payments you've made to IRD.
• Your client names (not their email addresses, notes, or other contact details).
• The filing-relevant parts of your settings: GST registration and filing frequency, income tax, ACC, and home-office calculation inputs.

The reports your accountant can pull

As well as your raw records, your accountant can open ready-made reports for the financial year, on screen and as downloads:

• Income and expenditure (profit and loss).
• Your GST return, laid out as the GST101A worksheet.
• A depreciation schedule for your fixed assets.
• Aged receivables: what's still owed to you, and how overdue.
• Invoice and expense registers, and your IRD payment history.
• A full tax pack: everything above zipped together, with your invoices as PDFs and their receipts.

Assigning a GST return

When a GST return is ready, open it under Reports & returns and assign it to a connected accountant. You can change the assignment until the return is filed. Decisions and comments already recorded stay with the return when the filer changes.

An assigned accountant can:

• review the period's expenses and receipts;
• approve or exclude an expense;
• ask you a question and reply in the expense thread; and
• mark the return as filed after submitting it through myIR.

You can read the review and answer questions while the accountant is assigned. The accountant cannot edit your original records, change the filing assignment, record a GST payment, or confirm that a refund was received. See Reviewing and filing your GST return in Coffer for your side of the workflow, or Reviewing a client's GST return in Coffer for the accountant view.

What they can't see

What stays read-only

Your accountant cannot add, edit, or delete invoices, expenses, receipts, home-office records, clients, or tax events. GST review actions sit alongside those source records; they do not rewrite them. All changes to your original records still come from you.

Removing access

You're in control the whole time. Open the same Your accountant card in Settings and choose Revoke next to the accountant you want to remove. It takes effect immediately: from that moment they can no longer open your records, and the revoked relationship is removed from the card.