| Date | Description | Account | Category | In | Out |
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| # | Description | Nominal | Qty | Unit £ | VAT | Net £ | VAT £ | Gross £ | Ref |
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| # | Description | Nominal | Qty | Unit £ | VAT | Net £ | VAT £ | Gross £ | Ref |
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In/Out | Date | Description | Category | VAT | Gross £ | Net £ | VAT £ | Reference | Balance £ | Save |
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Rules automatically categorise bank transactions when you click ⚡ Apply Rules on the banking sheet. Rules are matched against the transaction description in order — the first match wins.
| # | Date | Description | Category | Ref | In | Out | Net | VAT | Balance |
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| # | Nominal Code | Description | Debit £ | Credit £ |
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No journals posted yet.
Fixed Asset Register
The purchase itself is recorded in Banking or as a Bill, coded to the cost nominal. The register tracks the asset and posts depreciation; it does not create the purchase entry.
Posts one system journal at the year end: Dr 8000 Depreciation, Cr each asset’s accumulated depreciation nominal. Whole months held, prorated. One run per year; reverse below to re-run.
Documents
Drop in bills, purchase invoices and receipts (PDF or photos, in bulk if you like). Each one is read automatically, then waits here for your review before anything is posted. Approving creates a posted bill with the document attached.
Type code or name in Banking sheet to filter instantly. Click ✎ to edit.
Add transactions to generate a report.
Tick each transaction that appears on your bank statement. Enter the closing statement balance. When the difference reaches zero the account is reconciled.
| Date | Description | Category | Ref | Money In | Money Out | Balance | Status |
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Select a financial year above.
Connect this client to HMRC Making Tax Digital to view obligations, liabilities and payments, and to file VAT returns directly.
Define VAT return periods. Once filed, lock to prevent changes. VAT codes: 0=Zero/Exempt (on return, no VAT), 1=Standard 20%, 4=Non-Vatable (excluded from return entirely). Set VAT Registration Date in Settings to automatically exclude pre-registration transactions.
HMRC allows VAT reclaims on goods purchased up to 4 years before registration, and services up to 6 months before registration. Click below to review pre-registration transactions with VAT and optionally include them in a period.
Select a VAT period above to generate your return.
Archiving keeps every record and report intact but removes the client from the practice list, reminders, approvals and the year-end pipeline. Use it when a client leaves. Deleting destroys the books permanently.
Store this client's important documents — engagement letters, ID, certificates, key PDFs — inside the client file itself. Documents travel with the .vero file, are covered by auto-save and rolling backups, and never leave this computer.
Limit: 10 MB per file; there is no fixed total limit. Documents are embedded in the client file, so the file grows with them and every save and backup carries them — up to around 50 MB total stays fast, beyond that saves gradually slow. Keep bulky scan archives elsewhere and store the important documents here.
Taxpayer Overview
HMRC Connection
Linked Businesses
Employment Income
Dividends
Interest
Pensions
Gift Aid
Capital Gains
Student Loans
Child Benefit
Tax Calculation
Losses
Final Declaration
Documents
Store this person's important documents — engagement letter, ID, HMRC correspondence, key PDFs — inside the taxpayer file itself. Documents travel with the .vero file, are covered by auto-save and rolling backups, and never leave this computer.
Limit: 10 MB per file. Documents are embedded in the file, so it grows with them and every save and backup carries them.