4 April - Improvements

Create a rule when reviewing a transaction ⚡️

You can now create an auto-review rule directly from a single transaction 🚀

With just one click, you can set a rule that applies to future transactions with the same details—description, category, and VAT rate (where relevant).

This means less time spent reviewing, and more time to focus on your business ✨

Ready for the new tax year, we are 🧮

Whether you’re an early bird looking to file your Self Assessment as soon as the tax year finishes, or you can’t wait to see how Self Assessment calculations have changed, we’ve got you covered.

For our Sole Traders, accessing the Self Assessment report for the 2025/26 tax year provides you with up-to-date calculations based on the latest rates and thresholds in place (spoiler alert: it’s only changed for those living in Scotland; the rest of the UK has the same rates and calculations as 2024/25).

For everyone else, you can start filling in our Self Assessment questionnaire on 6 April by selecting the relevant task to get the ball rolling in completing your 2024/25 tax return.

Running Payroll? You’re covered, too; your new tax year Payroll filing will be available from 6 April, allowing you to file as usual on your pay date.