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Document Import
You can upload documents to your account in preparation for your tax agent to review and assign them You can upload CSV-files such as bank statements and PDF files of documents like rental statements, P60's and dividends vouchers. From your dashboard ...
Data Connections - Bank
Connecting a bank feed There are many ways to get data into your account, including bank feeds. The ‘Open Banking’ system, which is regulated by the Financial Conduct Authority, gives a secure way of connecting a wide range of banks to the your ...
Onboarding Overview
Here we’ll show you how to get started with your client account. Getting started Your client account will be created by your tax agent and can be used to assist them by setting up a bank feed and uploading documents. You can also use it to keep an ...
Tax Approval Journey
When your Tax Agent has prepared your tax return and would like for you to review it, you will be notified by email. To review your tax return Select the Tax Submission section from your dashboard Select the tax year you need to review Select the ...
Tax Submission Overview
Tax Liability From your dashboard you can take a quick view look at your tax liability at any time and this will update in real time as your Tax Agent adds information and assigns transactions. By reviewing your tax liability on a regular basis you ...