Dext

Alexander

Teodora

Everything you need to manage MTD for Income Tax for sole trader and landlord clients in Dext Solo - from setup through to quarterly submissions.

Dext Solo

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

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

Getting started

Add self employment or UK property income sources in Dext Solo to assign and categorise transactions for MTD and tax reporting.

How to add and manage income sources in Dext Solo

Add rental properties to a Solo client's account and assign income and expense documents to them to track transactions by property.

How to add and manage rental properties in Dext Solo

Manage jointly let properties in Dext Solo, including ownership splits, co-owners, and beneficial interest reporting.

How jointly let properties work in Dext Solo

Configure the income sources and rental properties that organise a client's transactions and reporting.

Income sources and properties

Add costs, sales, and bank data to Dext Solo and code transactions correctly so they appear accurately in reports and submissions.

How to add and code transactions in Dext Solo

Manually create a Costs or Sales document in Dext Solo when you don't have a receipt, using the web app or mobile app.

How to manually create a Costs or Sales document in Dext Solo

Manage the categories list for your Solo clients in Dext, including adding, editing, removing, and importing categories via CSV.

How to manage categories in Dext Solo

Use bank rules in Dext Solo to automatically categorise new transactions in the Bank workspace for your self-employed and landlord clients.

How to use bank rules in Dext Solo

Use Bank Match in Dext Solo to reconcile your clients' bank transactions with their cost and sales items.

How to use Bank Match in Dext Solo

Upload rental statements in Dext Solo to extract income and expense lines automatically for your clients' UK Property income source.

How to add rental statements in Dext Solo

Get data into Solo and code it correctly so it feeds accurately into reports and submissions.

Adding and coding transactions

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

Review and validate client data before filing a quarterly update.

Reports and review

Complete a one-time setup in Dext Solo to add business details, payment info, and numbering before creating sales documents.

How to set up sales invoicing in Dext Solo

Create and share sales invoices, quotes, and credit notes in Dext Solo from the Sales workspace.

How to use sales invoicing in Dext Solo

Create and manage sales invoices for self-employed clients directly in Solo.

Sales invoicing

Enable CIS for a self-employed client in Dext Solo, apply CIS categories, and track CIS suffered in reports.

How to use CIS for self-employed clients in Dext Solo

View and manage bank feeds and transactions in the Bank workspace in the Dext mobile app for Solo clients.

How to use the Bank workspace in the Dext mobile app for Dext Solo

CIS support and mobile bank management for Solo clients.

Additional features

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