Dext

Getting Started with Solo

Adding Rental Statements for Solo Landlords

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

How to use CIS for self-employed clients in Dext

Using the Solo Summaries Page

Using Solo Tax Reports

Managing Solo Properties

Manually Adding a Costs or Sales Document to Solo

Uploading a Category List to Solo

Using Bank Rules in Solo

Using Bank Match in Solo

Adding & Managing Income or Expenses in Dext Solo

Adding a Solo Income Source

Mapping Solo Categories to Tax Boxes

Let clients pick calendar or standard quarters for quarterly reporting. Learn where to change the setting, what it updates, and current limitations.

Calendar or standard quarters for non-HMRC-connected clients

Use the Items to review report in 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 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

How to move a Bookkeeping client to Solo in Dext

Using the Bank space in the Dext mobile app for Solo

Ian McKay

Teodora

Alexander

Solo

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