Dext

Dext Solo is HMRC-recognised MTD IT software for accountants managing sole trader and landlord clients. Here's how to get started.

Getting started with Dext Solo

Add a self-employed client to Dext Solo — set up their details, income sources, and colleague access in one flow. UK practices only.

How to add a Dext Solo client

Move a bookkeeping client to Dext Solo to manage sole trader and landlord income sources, tax reports, and MTD submissions in one place.

How to move a client to Dext Solo

Connect your Dext practice and Solo clients' income sources to HMRC to manage MTD for Income Tax submissions from Dext.

How to connect Dext to HMRC for MTD for Income Tax

Set Standard (fiscal) or Calendar quarters for a Solo client's income source, whether or not it's connected to HMRC.

How to change the quarterly period type for a Solo client

Give Solo clients access to their tax reports and the ability to submit quarterly MTD updates to HMRC directly from their own Dext login.

How to enable client submissions in Dext Solo

Submit your quarterly MTD for Income Tax updates to HMRC from the HMRC submissions page in Dext Solo.

How to prepare and submit quarterly HMRC updates in Dext Solo

Connect multiple HMRC agent reference numbers (ARNs) in Dext Solo and assign the right one to each client.

How to manage multiple HMRC ARNs in Dext Solo

Alexander

Teodora

Set up Solo client accounts, connect to HMRC, and understand the Solo workflow.

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