Get started with UKTax

Choose one of the ten business types when signing up. It adds suitable categories and projects/properties. During the trial you can explore before completing your bookkeeping setup.

Use Company settings to Starting accounts. Upload the last accounts or your accountant's spreadsheet, check the draft and resolve anything unclear before confirming. Statement balances are detected only where the statement supplies enough reliable balance information.

Upload a CSV or a supported NatWest transaction PDF under Banking / Loans. Check the account, dates and totals before importing. For other banks or scanned bank statements, use the bank's CSV. Automatic bank feeds are not connected yet.

Use the original PayPal CSV. GBP and USD balances are separate. Review currency conversions and the GBP accounting value. Transfers, holds, refunds and income need their correct treatment; a PayPal bank transfer is not another sale or cost.

Open Entries, choose a category, check the VAT and select the project/property if needed. Use Quick Entry/Assign System for a group or bulk changes. Preview Net, VAT and Total, then post. Costs show red with a minus; income shows blue with a plus.

Choose Purchase Invoice to enter an unpaid bill, or attach it to its bank entry. Use Upload file or Connect phone. Check the invoice date, amounts and VAT. AI reading, where enabled, fills a draft for your review. A matched bank payment settles the bill instead of recording its cost and VAT again.

Add a customer with a name, then complete the information needed for the invoice you issue. Choose one of ten designs, upload your logo and save bank payment details. Include VAT only where the business is registered and the sale permits it. Preview, issue, print or download the PDF.

Select the same property/job in Entries and invoice lines. Project Analysis shows its income and costs by category. Put property opening values, mortgages and purchase funding on Assets and link them to Starting accounts.

Confirm registration, accounting basis and the period. Review the figures and supporting entries before exporting. When another service files the return, record its acknowledgement; if it supplies no code, record its name and confirmation wording. Direct HMRC filing is available only when production access has been approved and enabled.

Use Balance Sheet Interpretation to see missing information and the current position. Ask UKTax's yearly review uses one credit for a new report; reopening a saved report uses none. Check assets, loans, bank balances and unpaid invoices/bills. A bookkeeping report is not a filed set of statutory accounts.

The allowance and remaining credits are shown before asking. Review the answer and its sources. AI suggestions do not replace invoices, professional judgement or confirmation before saving and filing.

Sign in and open Help and support. You can request assistance, a data export or account closure there. Cancel paid billing through Subscription. Cancellation and deleting financial records are separate requests; keep the records you need for your obligations.