How to make the move
- Choose the right package. Make sure it is Making Tax Digital compatible and suits your size and trade.
- Set your opening position. Enter opening balances and any outstanding invoices so the software starts accurate.
- Connect your bank. A bank feed pulls transactions in automatically, saving manual entry.
- Learn the routine. Categorising and reconciling transactions takes minutes a week once set up.
- Keep the old records. Retain your previous records for the required period even after switching.
Ready to switch to software?
Choosing and setting up software correctly is what makes it save time rather than cause frustration. TaxTune recommends the right package, sets it up, and shows you the simple routine.
Let us set up your software
We choose and set up the right package, migrate your records, connect your bank, and keep it running. Fixed fee.
Frequently asked questions
Which accounting software should I use?
Choose a Making Tax Digital compatible package that suits your size and trade. We can recommend and set up the right one, as the best choice depends on your needs.
How do I move my records to software?
Set opening balances and outstanding invoices so it starts accurate, connect your bank feed, and bring in your recent history. Doing this carefully avoids errors later.
Will software make me Making Tax Digital ready?
Compatible software is exactly what Making Tax Digital requires, so moving to it now prepares you for digital VAT and the coming Income Tax rules.
Is accounting software hard to learn?
The basics take minutes a week once set up. The initial setup is where getting it right matters, which is why many businesses have an accountant set it up.
Do I need to keep my old spreadsheets?
Yes. Keep your previous records for the required retention period even after switching, in case HMRC ever needs to see them.