Help centre

Choosing the right Core plan + add-ons

Solo Core or Company Core, then bolt on the modules you actually need. Change anytime, pro-rated.

Billing & account

Adding an employee and running your first pay period

Add the employee, run the pay period, FPS goes to HMRC automatically.

Payroll & CIS

Making Tax Digital (MTD) — what it means for you

HMRC's digital tax programme: who it covers, when it starts, and how we handle it for you.

Tax & HMRC

Creating and sending your first invoice

Pick a customer, add line items, choose VAT — then save as draft, send by email, or mark as paid.

Invoicing

Scanning your first receipt with AI

Drag a photo onto the scanner, watch the AI extract vendor, date, amount and category — review and save.

Receipts & expenses

Welcome to AccountantUK — your first 10 minutes

A quick tour of what the app does and the three things to set up before you start using it day-to-day.

Getting started

Running a CIS300 monthly return

Subcontractor verification, payment logging, and the monthly CIS300 submission to HMRC.

Payroll & CIS

Inviting an accountant to your books

Bring your own accountant onto your account — they get read-only access by default, you control what they can do.

Billing & account

Submitting your first MTD VAT return

From obligation list to HMRC receipt — the end-to-end first VAT return.

Tax & HMRC

Setting up a recurring invoice

Same customer, same amount, every month — set the cadence once and we issue the invoice automatically.

Invoicing

Adding an expense without a receipt

Sometimes you don't have a photo — fuel bought with a fuel card, an online subscription, mileage. Here's how to enter it manually.

Receipts & expenses

Setting up your company profile

What to fill in on the company profile — it drives your invoice headers and what HMRC sees.

Getting started

Invoicing in multiple currencies

Bill international customers in their currency — FX rate snapshotted at issue, VAT still in GBP.

Invoicing

P60s, P45s and payslips

Year-end P60s, leaver P45s and every-period payslips are generated automatically from your FPS data.

Payroll & CIS

Tracking business mileage

HMRC's simplified rates let you claim mileage without keeping fuel receipts — Mileage does the maths.

Receipts & expenses

Connecting your HMRC account

The one-minute OAuth flow that lets us talk to HMRC on your behalf for VAT and MTD ITSA.

Tax & HMRC

Opening a support ticket

Two routes: ask the platform team, or ask your accountant. Attach screenshots, track replies in the bell.

Billing & account

Two-factor authentication

Add a second login step with an authenticator app. A leaked password alone won't get someone in.

Billing & account

What HMRC allows as a business expense

The 'wholly and exclusively' rule, common allowable expenses, and the gotchas that catch people out.

Receipts & expenses

Self-employed year-end checklist (5 April)

The checklist we use ourselves to make sure nothing slips before Self Assessment.

Tax & HMRC

Closing your account and exporting your data

Export everything first, then close with a 30-day grace period. We keep only what HMRC requires.

Billing & account

The 6-year HMRC Vault — what we keep, how it's stored

HMRC requires you keep records for ~6 years. The Vault handles that automatically.

Receipts & expenses