What this guide covers
WhatsApp is optional. This guide follows the web-first route through SimpleTaxFlow.
1. Add income and expenses in Activity
Open Activity and add each transaction with its date, amount, supplier or customer, category, and a clear business description. Attach receipt, invoice, image, or PDF evidence when you have one. Working through a stack at once? Use Add multiple to enter a batch on one screen — a row per transaction, one Save for the lot.
Open Activity2. Import bank CSV files when you want a statement check
Until bank sync launches in early 2027, CSV import is the reconciliation route. Import a bank statement, let SimpleTaxFlow match rows to existing receipt records, and review anything new as uncategorised cashbook activity.
Read the CSV guide3. Use Invoices for client income
Create invoices in the Invoices workspace and connect Stripe if you need payment links or payment status updates. Check paid invoice income appears in Activity as part of your regular review.
Read the invoice guide4. Review exceptions before they build up
Use Activity filters to find uncategorised, needs-review, or missing-evidence records. Correct the details while the context is still fresh, then use Insights to understand the updated numbers.
See the MTD workflow5. Prepare the quarter in Filing
When the reporting period is complete, open Filing to check the obligation, review the figures and records, and move through the guided submission review. HMRC needs to be connected before you submit.
Prepare a quarterly updateBefore you move on
- Income and expenses are recorded in Activity or through Invoices
- Receipt evidence is attached where available
- Bank CSV imports have been reconciled where statement data is available
- Uncategorised and needs-review records are resolved
- Insights and Filing figures have been reviewed 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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