How to record the official amount and compare it with the estimate
After you submit the declaration, Social Security tells you the official monthly amount. You can record it in InvoiceXpress to compare it with the estimate. 🔎
1Open the quarter
Click Declare or View declaration on the quarter's card.
2Enter the official amount
Under Record and reconcile, enter the amount in Official SS amount (monthly). You can use a comma or a dot for cents (e.g. 104,86 or 104.86 ).
3Check the comparison
InvoiceXpress compares it with the InvoiceXpress estimate:
- ✅ Estimate confirmed — the amounts match (differences of up to 1 cent are ignored).
- ⚠️ Difference of €X (Y%) from the estimate — the amounts differ. A suggestion appears to review the split between services and goods.
4Save
- Save and mark as declared — if you hadn't marked the quarter yet; saves the amount and marks it in one go.
- Save — if the quarter was already marked.
- Saved — shown when nothing has changed.
The quarter card then shows the saved official amount. 🎯
💬 Common questions
❓ My estimate is different from the Social Security amount. Why?
Usually because an item is classified as a Good when it should be a Service (or vice versa). Also check the Framework and Regime in your settings.
The official Social Security amount is always the one that counts.