Features

Reports & Tax Forecasts

Clear reports and tax forecasts you can actually understand

See your income, expenses, profit and possible tax position using the records already kept inside Simply MTD.

Clear Numbers. Better Decisions.

Understand your reports without accounting jargon, trace figures back to the source, and stay aware of what may be due before deadlines arrive.

Plain-English explanations

Helpful notes explain what each figure means without forcing you through accounting jargon.

Figures you can trace back

Drill into report totals to see the invoices, expenses, bank transactions or journals behind them.

Tax position kept in view

See possible tax and VAT charges based on the records you already keep, so you can plan ahead before deadlines arrive.

Simple enough for first-time users. Detailed enough for a pro.

Start with clear summaries, compare performance over time, and keep your possible tax position visible from the dashboard.

Summary first, detail when needed

Clear totals for income, expenses and profit are shown first, with deeper detail available when you need to check the numbers.

Compare periods side by side

Tax estimates visible as you trade

Simple enough for first-time users. Detailed enough for a pro.

Start with clear summaries, compare performance over time, and keep your possible tax position visible from the dashboard.

Summary first, detail when needed

Clear totals for income, expenses and profit are shown first, with deeper detail available when you need to check the numbers.

Compare periods side by side

Tax estimates visible as you trade

Simple enough for first-time users. Detailed enough for a pro.

Start with clear summaries, compare performance over time, and keep your possible tax position visible from the dashboard.

Summary first, detail when needed

Clear totals for income, expenses and profit are shown first, with deeper detail available when you need to check the numbers.

Compare periods side by side

Tax estimates visible as you trade

Label

Everything you need to run your business, without complexity.

  • Create & Send Invoices

    Create invoices and send them to clients in a few simple steps.

  • Snap & Store Expenses

    Capture receipts and keep expenses organised in one place.

  • Automated Bank Feeds

    Import transactions securely from supported UK banks

  • Intelligent Categorisation

    Get suggestions that help reduce time spent reviewing transactions.

  • MTD Submissions

    Submit VAT returns and Income Tax updates using your digital records.

  • Create & Send Invoices

    Create invoices and send them to clients in a few simple steps.

  • Snap & Store Expenses

    Capture receipts and keep expenses organised in one place.

  • Automated Bank Feeds

    Import transactions securely from supported UK banks

  • Intelligent Categorisation

    Get suggestions that help reduce time spent reviewing transactions.

  • MTD Submissions

    Submit VAT returns and Income Tax updates using your digital records.

  • Create & Send Invoices

    Create invoices and send them to clients in a few simple steps.

  • Snap & Store Expenses

    Capture receipts and keep expenses organised in one place.

  • Automated Bank Feeds

    Import transactions securely from supported UK banks

  • Intelligent Categorisation

    Get suggestions that help reduce time spent reviewing transactions.

  • MTD Submissions

    Submit VAT returns and Income Tax updates using your digital records.

Everything you need to run simply.

Everything you need to run simply.

Everything you need to run simply.

FAQ

What reports can I view in Simply MTD?

You can view reports such as Profit & Loss, Balance Sheet, Trial Balance, General Ledger, Audit Trail, VAT Report and tax calculation reports.

Can I drill down into report figures?

Can Simply MTD estimate my tax position?

Can I compare different periods?

Can I export reports?

Simply MTD Ltd (Company No. 14230655)
Registered in England and Wales

SOLUTIONS FOR

Sole Traders

Small Businesses

Landlords

Accountants

MAKING TAX DIGITAL

MTD Explained

MTD for Income Tax

MTD for VAT

MTD Submissions

How Simply MTD Helps

RESOURCES

Articles & Blogs

Product Guides

Video Tutorials

FAQs

Contact Support

Simply MTD Ltd (Company No. 14230655)
Registered in England and Wales

SOLUTIONS FOR

Sole Traders

Small Businesses

Landlords

Accountants

MAKING TAX DIGITAL

MTD Explained

MTD for Income Tax

MTD for VAT

MTD Submissions

How Simply MTD Helps

RESOURCES

Articles & Blogs

Product Guides

Video Tutorials

FAQs

Contact Support

Simply MTD Ltd (Company No. 14230655)
Registered in England and Wales

SOLUTIONS FOR

Sole Traders

Small Businesses

Landlords

Accountants

MAKING TAX DIGITAL

MTD Explained

MTD for Income Tax

MTD for VAT

MTD Submissions

How Simply MTD Helps

RESOURCES

Articles & Blogs

Product Guides

Video Tutorials

FAQs

Contact Support

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