TradeBooks

AI ASSISTANT

Thinking...

This Month

INCOME

£0

No income logged yet

EXPENSES

£0

No expenses logged yet

OUTSTANDING

£0

All invoices paid

PROFIT

£0

0% margin

Cash Flow Forecast

30 DAYS

£4,200

2 jobs

60 DAYS

£7,300

3 jobs

90 DAYS

£7,300

3 jobs

SMART QUOTE BUILDER

Describe the job — AI builds the full quote with line items and pricing

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Making Tax Digital — April 2026

From 6 April 2026, HMRC requires all sole traders earning over £50k to use MTD-compliant software and submit quarterly updates. Keep your records accurate here and export them when ready.

Learn more on HMRC →

INCOME

£0

Tax year to date

EXPENSES

£0

Tax year to date

NET PROFIT

£0

77% margin

TAX POT

£0

Set aside (21%)

Monthly Breakdown

Expenses by Category

This Month

Money in —

Money out —

Net this month —

Tax to set aside (21%) —

📋

2024–25 Self Assessment

Your figures are calculated from your Books records. Use them to complete your HMRC return, or share with your accountant.

🏛️ File on HMRC

Filing Checklist

✓

Registered for Self Assessment

UTR number required · GOV.UK account set up

✓

All income recorded

£0 logged this tax year

✓

All allowable expenses recorded

£0 across 0 categories

✓

Mileage logged

0 miles · £0 claimable at 45p/mile

○

Review for missed expenses

Ask AI below to check what you might have missed

○

File return on HMRC

Deadline: 31 Jan 2026 · Online filing recommended

○

Pay tax bill

Log income to calculate your tax bill

Your SA103 Figures

These numbers come directly from your Books records. Copy them into your HMRC online return — or hand them to your accountant.

SELF-EMPLOYMENT INCOME — SA103S

BOX 9

Turnover / gross income

Total income received this tax year

£0

tap to copy

BOX 17

Total allowable expenses

All business expenses incl. mileage (£0)

£0

tap to copy

BOX 28

Net profit

Turnover minus allowable expenses

£0

tap to copy

EXPENSES BREAKDOWN (for Box 17)

Log expenses to see your breakdown

AI SELF ASSESSMENT HELPER

Ask anything about your return — what to claim, which boxes to fill, common mistakes to avoid

Checking that...

TOTAL MILES

1,840

This tax year

CLAIMABLE

£0

@ 45p/mile HMRC rate

🚐

Day Tracker

Tap once in the morning — it tracks all your miles automatically all day. Stop it when you get home.

Allows location access · Tracks while app is open

✏️ Enter miles manually tap to expand

PURPOSE

FROM

MILES

DATE

Claimable (45p/mile) £0.00

Trip Log

🚐

Davies Kitchen — site visit

GPS tracked · 18.2 mi · 12 Mar

18.2 mi

£8.19

🚐

Screwfix — materials run

Manual · 9 mi · 10 Mar

9 mi

£4.05

TOTAL

5

OWING

£2,350

LIFETIME

£14,550

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