Income and expense records
Keep business entries organised with enough source and purpose context to understand them later.
For sole traders
Keep the business explanation while the work is still fresh.
The current restricted beta is focused on UK sole traders and self-employed users operating on a cash basis, in GBP and outside VAT accounting.
The record-keeping problem
Entering the number is often the easy part.
The harder part is remembering what the cost was for, finding the evidence later and knowing what still needs attention.
Receipts and evidence
Keep supporting documents connected to the records they explain instead of relying on a separate folder.
Review before handover
Make missing evidence or incomplete context visible before records are prepared for an accountant conversation.
Personal / business separation
Keep personal information from silently entering the business record set.
A simple weekly habit
Record. Attach. Explain. Review.
The value is in keeping those steps close enough that year end is not a reconstruction exercise.
Weekly record checkExample routine
IncomeCheck new receipts or invoice-related entries
ExpensesAdd business purpose while you still remember it
EvidenceConnect missing receipts to the correct record
ReviewLeave unresolved questions visible for later checking
Current beta fit
Check the starting scope before you request access.
Audience
UK sole traders / self-employed users.
Accounting basis
Cash-basis focus.
Currency and VAT
GBP and non-VAT circumstances in the current public beta.
Filing
Direct HMRC filing is not offered as part of the current public beta.