Know what to do, from first setup to final declaration.
Practical guides for using SimpleTaxFlow's web workflows, with WhatsApp as an optional capture route, to keep records current and prepare quarterly updates, and complete supported year-end work.
The regular MTD workflow
- 1
Set up
Connect HMRC in Account. WhatsApp is optional; connect Stripe if you invoice clients.
- 2
Record
Capture income and expenses in Activity, Invoices, by message, receipt photo, or PDF.
- 3
Reconcile
Import bank CSV files, match existing receipts, and review uncategorised rows.
- 4
Report
Use P&L, cashflow, unpaid invoices, exports, and accountant access for review.
- 5
Submit
Use DUE, READY, PREVIEW, and Filing to confirm the reviewed quarter.
Browse by task
Guides for the work in front of you
25 guides across SimpleTaxFlow
Getting started
3 guidesYour SimpleTaxFlow MTD workflow
A practical, repeatable flow for keeping digital records, checking each quarter, and submitting with SimpleTaxFlow.
Set up your account and connections
Complete your profile, connect HMRC, and choose whether to add WhatsApp and Stripe before starting your records.
Start your trial when you are ready to file
How free bookkeeping and filing preparation lead into the 30-day trial and £60 annual subscription when you are ready to submit to HMRC.
Daily bookkeeping
8 guidesHow to keep MTD records without WhatsApp
Use Activity, Invoices, Insights, and Filing to keep digital records current and prepare quarterly updates without using WhatsApp.
Import a bank statement and reconcile your cashbook
Import a bank statement as PDF, CSV or Excel, match existing receipt records, and review new transactions before filing.
How to record income and expenses from WhatsApp
Use WhatsApp messages, receipt photos and PDFs to create MTD-ready income and expense records in SimpleTaxFlow, then review them before filing.
Use reports, exports, and unpaid invoice checks
Read your P&L, cashflow, unpaid invoices, and cashbook export before a quarterly review or accountant handoff.
How to claim business mileage and keep an HMRC-ready log
Learn the 2026/27 HMRC mileage rates, which journeys qualify, what MTD records to keep, and how to log business mileage in SimpleTaxFlow.
Review transactions, categories, and receipt evidence
Resolve suggested categories, missing evidence, private use, duplicates, and records that need attention in Activity.
Upload receipts on the web and let OCR fill in the details
Upload a receipt photo or PDF from the Activity page and SimpleTaxFlow reads the merchant, amount, and date into a transaction for you.
Automate categories with your own rules
Teach SimpleTaxFlow that a merchant or phrase always belongs to a category — your rules run before the AI on every capture.
Invoices & payments
3 guidesCreate an invoice and keep paid income in sync
Create Stripe invoices from WhatsApp or the Invoices workspace, follow payment status, and keep your income records current.
Send quotes and convert them to invoices
Draft a quote from WhatsApp or the portal, email it to your customer as a branded PDF, mark it accepted, and convert it into an invoice through the normal invoicing flow.
Manage customers, invoices, and payments
Create reusable customer details, send invoices, follow payment status, and deal with payments received outside Stripe.
Quarterly filing
2 guidesHow to prepare and submit a quarterly update
A calm pre-submission checklist: resolve gaps, review your figures, preview the quarter, and submit through SimpleTaxFlow.
Review submission history and amendments
Find accepted submissions, download receipts, compare versions, and understand when a corrected update is needed.
Year end & tax
6 guidesRecord CIS deductions as a subcontractor
Log the CIS tax contractors deduct from your pay, let SimpleTaxFlow calculate the deduction for you, and keep a per-contractor year-to-date view.
Complete year end and the final declaration
Work through quarterly prerequisites, annual records, supported income checks, tax calculation, and final declaration.
Manage allowances, adjustments, and profit summaries
Review annual allowances, update business adjustments, and refresh the HMRC profit summary after records change.
Review savings and dividends
Check income HMRC already holds, add supported missing details, and avoid duplicating amounts across year-end records.
Manage losses and review property summaries
Check brought-forward losses, loss claims, and previously submitted UK property period summaries before year end.
Understand your tax calculation and payment dates
Read the HMRC calculation, distinguish estimates from final figures, and understand payments on account and balancing payments.
Account & access
3 guidesShare records with an accountant
Invite an accountant to read-only access, decide what they can review, and keep owner-only controls protected.
Review your HMRC businesses and reporting settings
Check business sources, accounting periods, quarterly cadence, and accounting method before relying on filing dates.
Manage notifications, categorisation rules, and your data
Control reminders, reusable category rules, personal-data exports, security information, and account access.
Ready to put the guidance into practice?
Start with the full web portal and use WhatsApp whenever quick capture is more convenient.