The short answer
Each company has its own transactions, receipts, invoices, rules, bank accounts and reports. One person operates the login. Your personal Tax page stays separate.
1. Open All businesses
Use All businesses from the account menu, then Add a company. Setup also offers I run a limited company.
All businesses2. Look up company
Enter the eight-character Companies House number, including leading zeroes, then choose Look up company. Check the returned name and dates. Enter or correct the accounting dates and choose whether the company is VAT registered.
Add a company3. Open the company books
Choose Add company and open books. The header switcher lists You and your companies. Switching opens that entity’s Home. Invoice payments remain in the entity of their invoice.
Open Home4. Keep capture separate
Upload company receipts or use that company’s forwarding address from Receipts. WhatsApp capture stays with your personal books. Keep each bank account and rule with its company. Corporation Tax estimates show Coming soon.
Open ReceiptsBefore you move on
- Use your own login
- Check the selected entity before entering records
- Never use a client’s HMRC sign-in
- Review company dates and your separate personal Tax view
Frequently asked questions
Can my accountant share this login?
MVP has one operator per login. An accountant uses their own login for company books. Personal MTD authorisation and submission belong to the taxpayer. HMRC agent services are required when acting for a client.
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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