Making Tax Digital – Self Employment

Prototype v8.2 · Cloudflare backend · VAT / non-VAT records · no AI
TEST VERSION
Quarterly records are kept at transaction level. This version does not use AI.
Income & expenses
For an expense choose Regular, Non-regular, or Calculated. Income does not use expense treatment.
DatePartner nameDocument no.DescriptionIncome £Expense £Expense treatmentCategoryBusiness use %Help / calculation
Expense treatments: Regular defaults to 100% business use. Non-regular lets the client enter the business-use percentage; below 100% the HMRC knowledge base is checked automatically. Calculated uses a separate HMRC calculation instead of invoice amount × percentage.
Quarter summary
Total income£0.00
Total expenses£0.00
Disallowed/private£0.00
Allowable expenses£0.00
Questions for accountant
All questions are grouped into one accountant request and kept separate from the IRIS export.
Quarter completion

This does not submit anything to HMRC. It marks the records ready for accountant review / IRIS import.

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