UKTax
Cleaning / Maintenance · UK accounting software

Keep the work organised.
See what each site costs.

Repeat customers, supplies, subcontractors and equipment can make a service business busy to run. UKTax helps bring the payments together, allocate the costs and use customer or site reporting when you want a closer view.

£9.99per company / month
+ VAT

£11.99 including 20% VAT. All business templates use the same package.

Card verification only. No trial payment. No automatic subscription at the end.

Professional cleaner smiling while holding a cleaning caddy in a bright office
Clearer numbers behind reliable service.
Made useful for

Cleaning businesses, maintenance services and small site-service teams.

See all business types →
Practical benefits for the work you do

A useful setup.
Tools that earn their place.

Spend less time organising the records and more time using what they tell you.

01

A useful service-business setup

Cleaning supplies, equipment running costs and subcontractors join the everyday business categories. Add specific categories to reflect the services you provide.

02

Give each customer or site a view

Enable the included project module and allocate income and costs to the customer or site. Keep an overall company report as well as the figures for each location.

03

Make regular billing easier

Create PDF invoices and recurring schedules for regular service customers. Record payments and see unpaid balances in the same company workspace.

04

Sort repeat supplier costs quickly

Import bank and PayPal CSV files, review categories and VAT on the Entries page, and remember useful category or site choices for future matches.

05

Review how the business is doing

The current profit and loss uses processed records. Check supplies, subcontractor costs and general running costs against the income you have recorded.

06

Put the year-end information in place

Use balance sheet help to review equipment, cash, customer balances, amounts owed and loans. A saved Ask UKTax review helps identify the missing pieces.

See how simple the everyday work can be

Connect a supply purchase to the customer work.

  1. 1

    Import the business payment

    Find the cleaning-supply payment in your uploaded bank statement.

  2. 2

    Choose its place

    Select Cleaning supplies and add the customer or site if you track them. Review the invoice's VAT.

  3. 3

    Process it with the other records

    Apply & process. Check the allocated site figures, unpaid customer invoices and current profit and loss.

UKTaxExample entry
Brightline Cleaning SuppliesIllustrative business payment
−£72.00
CategoryCleaning supplies
Customer / siteWestfield offices

Use this category next time too

VAT treatmentChoose after checking the invoice
Apply & process 1 entry

Category, allocation and VAT dealt with together. This is an example, not a live entry.

Start with something useful

Categories that already
make sense for your business.

These are the starting categories in the Cleaning / Maintenance template. Add your own as your business grows.

Customer and site tracking is optional. Enable it for contracts or locations you want to review separately.

Your everyday records. The yearly picture.

Know what is there.
See what is still needed.

Current profit and loss shows the income and costs in your processed records. Balance Sheet Interpretation helps you review assets, stock, debtors, cash, creditors and loans alongside missing starting information.

The Ask UKTax yearly books review uses one credit and saves a practical report. Open that saved report again without spending another credit.

A clearer way to get the books right

  • Check the statements you have brought in
  • Review entries that still need a category or VAT check
  • Find missing opening balances and supporting records
  • Review property or project allocation where needed
  • Use the saved yearly review to work through the next steps
20 Ask UKTax question credits each paid month. Unused credits roll over.
One useful company package

Relevant setup.
The whole UKTax toolkit.

Bank and PayPal imports, simple allocation, invoicing, reports, balance sheet help and the project module are included in the same monthly subscription.

  • Team and accountant access without a per-user charge
  • Separate company workspaces under one login
  • Ask UKTax credits included each paid month
  • View and export your records if trial or paid access ends

Choose this template during business setup. Professional accountancy and external filing service charges are separate.

See the full pricing and features →
One clear company package

£9.99 per company / month

Plus 20% VAT. Monthly total £11.99 including VAT.

  • Bank and PayPal CSV imports
  • Simple allocation with remembered categories and properties
  • Current profit and loss, balance sheet help and VAT preparation
  • PDF invoices and recurring schedules
  • Business templates, projects, jobs and properties
  • Team and accountant access without a per-user charge
  • 20 Ask UKTax question credits each paid month, with unused credits rolling over
Start your 30-day free trial

Verify your card through Stripe to start the trial. No trial payment is taken. Includes 5 Ask UKTax question credits. Choose whether to subscribe when your trial ends. One login can access several companies.

Clear answers before you start

Your business.
Your questions.

Can I invoice a regular customer each month?

Yes. Recurring invoice schedules and PDF invoices are included. Record customer payments to keep their unpaid balance up to date.

Can supplies from one supplier belong to different sites?

Yes. Choose the site for each entry. A remembered site is a suggestion you can change when the current purchase belongs elsewhere.

Does this include staff rotas or time tracking?

The tools on this page manage the accounts and allocation of recorded costs. Staff scheduling and time tracking are separate tools.

How do I start with this template?

Create your company workspace, then choose Cleaning / Maintenance during business setup. You can explore before completing the full onboarding checklist. For an existing business, gather statements and opening balances when you are ready to use your records fully.

What is included, and how does the trial work?

Bank and PayPal CSV imports, entry allocation, invoicing, reports, projects, team access and 20 Ask UKTax question credits each paid month are included. The 30-day trial includes 5 question credits. Stripe verifies your card without taking a trial payment; you choose whether to subscribe at the end. Professional accountancy and external filing service charges are separate.

What VAT support is included?

Review VAT on your entries, plan period dates, see return figures and export the filing workbook for your external filing service. Direct HMRC VAT filing requires production approval. VAT treatment depends on the transaction and supporting information, rather than the template you choose.

Cleaning / Maintenance · a simpler starting point

Spend less time sorting costs between service visits.

£9.99per company / month
+ VAT

£11.99 including 20% VAT. All business templates use the same package.

Start your 30-day free trial

Card verification only. No trial payment. No automatic subscription at the end.