What this guide covers
SimpleTaxFlow keeps each HMRC business separate. Review settings carefully because they affect which periods and figures appear in Filing.
1. Sync the businesses held by HMRC
Open Account, find Your businesses, and refresh the HMRC connection when a business is missing or has recently changed. Self-employment and property sources remain separate even when they belong to the same taxpayer.
Open Account2. Review the accounting method
Check whether the business uses cash basis or traditional accounting where the option is available. Use the method agreed for that business and seek professional advice if you are unsure which basis applies.
Review business settings3. Check periods and quarterly cadence
Review the period of account, quarterly period type, and any Late Accounting Date Rule information shown by HMRC. These settings determine how SimpleTaxFlow groups obligations and year-end work.
Open Filing4. Keep transactions assigned to the right business
When you have more than one business, select the appropriate business while recording or importing transactions. Filing totals are built business by business, so this choice matters.
Review record keepingBefore you move on
- Every expected HMRC business is visible
- Accounting method and reporting periods have been checked
- Transactions are assigned to the correct business
- Unexpected HMRC details are resolved before submission
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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