1. Making Tax Digital for Income Tax

    MTD ready and HMRC-recognised for both sole traders and landlords.

  2. CIS for contractors

    Improved support for CIS contractors' bookkeeping and reporting.

  3. Management Reports improvements

    Choose which reports to include in the Management Reports and export to a spreadsheet.

  4. Self Assessment submissions, approvals and visibility

    Control Self Assessment submissions, approvals and visibility from the Practice Dashboard.

  5. MTD for Income Tax client summaries

    See upcoming MTD for Income Tax deadlines in the Practice Dashboard.

  6. Find and Fix categories assigned to users

    Find and fix transactions related to users, such as director’s loans, expenses or drawings.

  7. Contacts’ opening balances

    Assign initial opening balances to contacts who are trade debtors and trade creditors.

  8. Management Reports notes improvements

    You can now add notes to each report in the management reports pack.

  9. Take invoice payments with Tap to Pay

    Take invoice payments from customers in person using Tap to Pay on mobile.

  10. MTD for Income Tax client summaries improvements

    Filed submissions and client approvals are included, plus a new alert rule for deadlines.