What this guide covers
Use this as your working routine from first setup to an accepted quarterly update.
1. Set up the connections you need
In Account, connect HMRC for filing and Stripe if you want to create invoices and have paid invoices added to your records. WhatsApp is optional: use it for chat-based capture, or work directly in Activity instead. Bank sync is planned for early 2027 and is not required for this workflow.
Open Account2. Keep records as you trade
Add income and expenses in Activity, create invoices in the Invoices workspace, or send receipt photos, PDFs, and messages through WhatsApp. Give every transaction enough context to be categorised and retained with its evidence.
Record in Activity3. Review the things that need attention
Use Activity to review categories, receipt evidence, and records marked for review. In WhatsApp, UNCATEGORISED and LAST are quick ways to find and correct the latest gaps.
See command reference4. Check the quarter before you file
Use READY for a quick health check and DUE to see the next obligation. When the quarter looks complete, use PREVIEW to open the review page and inspect the figures.
Understand filing commands5. Submit and retain the evidence
Submit only after you have reviewed the preview. Keep the accepted submission receipt, figures, and underlying digital records available in Filing for your own records or an accountant handoff.
See how filing worksBefore you move on
- HMRC is connected when you are ready to file
- Income and expenses are recorded with useful descriptions
- Uncategorised and needs-review items are resolved
- READY and PREVIEW have been reviewed before submission
- Submission evidence is retained in Filing
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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