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 eye on your real time tax liability and review your tax return.

You will receive an email to your registered email address. You will then need to finish setting up your account by selecting complete account set up in the email and setting your password. You will now be able to log into your account.

Connecting a bank account

If your Tax Agent has asked you to connect your bank account or credit card to create a bank feed to assist bringing your transactions into the software to help prepare your tax return.

Follow our guide here to set up your bank account connection.

Import documents

To help your Tax Agent you can upload documents to your account in preparation for them to be reviewed and assigned.

You can upload CSV-files such as bank statements and PDF files of documents like rental statements, P60's and dividends vouchers.

Follow our guide here to see how to upload documents.

Real time tax liabilities

You can see a quick view of your tax liability at any time on your dashboard and this will update in real time as your tax agent adds information and processes transactions. By reviewing your tax liability on a regular basis you will become aware of how much tax you will need to pay throughout the year.

If you are part of MTD for Income tax your tax liabilities will be based on what has currently been submitted to HMRC in your quarterly submissions.

Tax submission overview

As well as being able to view your real time tax liabilities on your dashboard you can also view your tax return. Your tax return will show you your real time tax calculation and everything currently included in your tax return.

Follow our guide here to see how to view your tax return and calculations.