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Dashboard
Where the year stands: the taxable profit, the Corporation Tax, the VAT due and what waits for your review.
Polyaly (Agent, 3Sry) can explain a figure; only you approve it.
Profit & loss
Inbox
Anything dropped in your inbox folder appears here first. Nothing counts towards a VAT return or a tax figure until you approve it.
Polyaly (Agent, 3Sry) can explain what was read; only you approve it.
Review queue
Anything dropped in your inbox folder appears here first. Nothing counts towards a VAT return or a tax figure until you approve it — these are proposals, and the figures on a scanned bill were read by a machine.
Bills sent to you by email can come in here too. Add your mailbox on the Mailboxes page.
Held in quarantine
Files the check refused before anything read them. Some could run something: a program, a macro, or a PDF with code in it. Some are broken, like a download that was cut off: ask the sender for it again. Nothing opens them, here or in Claude. This is a check for active content, not an antivirus. Taking one out, discarding it and asking for another copy are your acts, at this machine only, and each is recorded. A file you take out goes to a folder of its own, never back into the inbox.
Import
Bring in a bank statement, sales invoices or purchase bills as CSV: import the file, confirm its columns, then review and save.
Polyaly (Agent, 3Sry) can explain a column; only you save the rows.
Step 1 of 3
- 1Import a file
- 2Confirm columns
- 3Review and save
Import a file
Bring in a bank statement, sales invoices or purchase bills exported as CSV from your bank or accounting software. After upload you confirm which columns are which, then review before saving.
No CSV to hand? to try the app, or .
Confirm columns
We guessed the mapping from the headers. Fix anything that's wrong.
Review & save
Transactions
Every row in the books, with its category and VAT treatment, and where it came from.
Polyaly (Agent, 3Sry) can explain a row; only you change it.
Transactions
VAT return
The nine boxes for the quarter, worked out from the books, with who made the return and who checked it. You or your accountant file it.
Polyaly (Agent, 3Sry) can explain a box; only you approve the return, and a person files it.
VAT return
Standard (accrual) scheme. Figures come from transactions dated within the selected quarter. This app computes the figures — you (or your accountant) submit them to HMRC through Making Tax Digital compatible software.
Branches
Your company's branches and subsidiaries in the Gulf, each with its own books in its own currency.
Polyaly (Agent, 3Sry) can explain a figure; an adviser in that country checks it before anything is filed or paid.
Branches and subsidiaries
Your company's branches and subsidiaries in the Gulf, each with its own books in its own currency. You add each one yourself on the "Where you are" page. Every figure here comes from draft rules nobody independent has checked yet, and shows its sources. Have an adviser in that country check them before anything is filed or paid.
Corporation Tax
The Corporation Tax estimate for the accounting period in Settings, with who made it and who checked it.
Polyaly (Agent, 3Sry) can explain a figure; only you approve it, and a person files it.
Corporation Tax estimate
Estimate for the accounting period in Settings. Assumes no franked investment income. Plant and vans are claimed in full under the Annual Investment Allowance (£1 million for twelve months, less for a shorter period — over it, you say which pool the excess goes in); new zero-emission cars bought by 31 March 2027 get a 100% first year allowance. Other cars are written down in the main pool (18% before 1 April 2026, 14% from it, a hybrid rate for a period across that date) or the special rate pool at 6%, and the unrelieved balance is reported for you to carry forward. Trading losses brought forward (set in Settings) are used, restricted beyond £5 million; carry-back, group relief, R&D relief and pension timing are not modelled — confirm with your accountant.
Settings
Your company and its period, your backup and data, and the licence for this copy.
Polyaly (Agent, 3Sry) can explain a setting; only you change it.
Company & period
Backup & data
Your data lives only on this computer, in the Accounting and tax app's own folder. Export a backup regularly, and to move to another computer.
The pack for your accountant is one .zip file. It holds a trial balance for your accounting period, the VAT working for each quarter, every row with where it came from, the returns prepared, the audit trail, and your signed record. You share it yourself.
Phones
Pair your phone with Accounting and tax, see each phone paired, and remove one.
Polyaly (Agent, 3Sry) can explain a setting; only you change it.
Licence
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