Dext

Use the Items to review report in Dext Solo to quickly identify and resolve errors before filing, with all issues displayed in one organised, date-ordered list.

Using the Items to review report in Dext Solo

Use the transaction summary in Dext Solo to review income and expenses by category, filter by income source or property, and export to CSV.

Using the transaction summary in Dext Solo

Use the tax report in Dext Solo to review SA103F or SA105 totals by tax year, compare periods, and export figures for tax returns.

Using the tax report in Dext Solo

Track Making Tax Digital for Income Tax obligations across your practice. Monitor overdue and upcoming quarterly updates, filter by status or team, and prioritise MTD IT work in one dashboard.

Using the MTD IT obligations dashboard

Solo converts foreign currency bank transactions to GBP in reports and HMRC submissions using the exchange rate for each transaction date.

How Dext Solo handles foreign currency bank transactions

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