Financial Performance
Total Income
£0.00
Total Expenses
£0.00
Outstanding
£0.00
Net Profit
£0.00
VAT Position
VAT on Sales
£0.00
VAT on Purchases
£0.00
VAT to Pay HMRC
£0.00
Monthly Revenue (last 6 months)
Overdue Invoices
| Ref | Customer | Total | Due |
|---|
Recent Sales Invoices
| Ref | Customer | Total | Status |
|---|
Recent Purchases
| Ref | Supplier | Total | Status |
|---|
Top Customers (by revenue)
Exchange Rates
GBP / USD
-
1 GBP = x USD
GBP / EUR
-
1 GBP = x EUR
GBP / CHF
-
1 GBP = x CHF
GBP / TRY
-
1 GBP = x TRY
GBP / KWD
-
1 GBP = x KWD
GBP / CNY
-
1 GBP = x CNY
Recurring invoices are generated automatically overnight when due.
Pre-add products so they appear as quick-select options when creating an invoice.
Pre-add products so they appear as quick-select options when creating a purchase.
Pre-add products so they appear as quick-select options when creating a quote.
Total Items
0
Stock Value (Cost)
£0.00
Low Stock Alerts
0
Out of Stock
0
| Name | SKU | Unit | Cost Price | Sale Price | Qty on Hand | Min Qty | Stock Value | Status | Actions |
|---|
Expected In
£0.00
Expected Out
£0.00
Net Position
£0.00
Closing Balance
£0.00
Projected Balance
Transactions
0
Reconciled
0
Unreconciled
0
Unreconciled Value
£0.00
Drag & drop your bank CSV here
or click to browse, supports Barclays, HSBC, Lloyds, NatWest, Monzo, Starling and most UK banks
Total Assets
0
Total Cost
£0
Net Book Value
£0
Depreciation YTD
£0
Bought something new? Record it as a purchase invoice with category Equipment and it appears here as a draft to set up. Already owned it before Quarvex? Use Add Existing Asset.
Total Budget
£0
Actual Spend
£0
Remaining
£0
Over Budget
0 categories
VAT Return · 9 Boxes
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VAT Submission History
| Period | Amount | Date | Type | HMRC Ref |
|---|
Clients
The client companies you manage. Click Open to switch to one.
Activity
Everything you and your team have done. Accountants can view all clients at once or a single client.
Self Assessment (Making Tax Digital for Income Tax)
For sole traders and landlords. Set up the taxpayer, connect to HMRC, then send quarterly updates.
Annual adjustments & capital allowances
Once a year, before you finalise: claim capital allowances on equipment and record year-end adjustments for your self-employment. From 2026-27 the main pool writing down allowance is 14%, a new 40% first year allowance covers qualifying plant and machinery, and the zero-emission goods vehicle allowance is withdrawn.
Capital allowances
Replaces all other allowances if claimed.
Year-end adjustments
Year-end final declaration
Once all four quarters are in, finalise the year. This works out your tax and replaces the old Self Assessment return. Due by 31 January.
Other income & reliefs (optional)
Add anything HMRC does not already have. Your salary and bank interest are usually already on your record, so leave those out. Enter the totals for the whole year.
CIS filing details
Your details as a contractor. Needed to verify subcontractors and file the monthly CIS return.
Add your employees, then run payroll from the Run Payroll page. Tax year 2026-27.
Employer filing details (RTI & NEST).
Employer Payment Summary (EPS)
The employer-level RTI report, separate from the FPS. Use it to claim Employment Allowance, report a month with no payments, report CIS deductions suffered, or reclaim statutory pay. File it by the 19th of the following tax month.
Period of inactivity (optional)
Tell HMRC in advance that you will pay no one for a run of future months, so it stops expecting an FPS. The start is the 6th of a month, the end the 5th, sent before it starts and no more than 6 months ahead. Leave both blank if not needed.
Recovered statutory pay, year to date (amounts you paid out)
Needs your Corporation Tax UTR in Payroll settings
Account Type
A business account manages its own company. An accountant account manages multiple client companies.
Company Details
Bank Details
Subscription
Plan:
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