Getting Started with Dext Solo for Accountants & Bookkeepers

Dext Solo enables you to easily keep track of transaction data and meet compliance deadlines for your Income Tax Self Assessment clients.

Sign up for our on demand product training for Dext Solo here.

What is Dext Solo?

Dext Solo is a Digital Record keeping tool built on the Dext Prepare platform, offering dedicated features and workflows specifically for sole traders and landlords. Dext Solo enables you to add and categorise income and expense data for your self employed or landlord clients and create tax reports that can be used to complete tax returns.

How to Start Using the Dext Solo Area

  1. Login to your Dext Prepare Account.
  2. Go to the Solo section in the sidebar.
  1. You will land on your Dext Solo Client page.

The Dext Solo Clients Page

The Dext Solo client page is where you can see a list of all of your Dext Solo clients and add additional clients.

You can add a client by clicking the + Add Client button at the top of the page.

Once you’ve added a client, the Dext Solo client page shows:

  • Client name
  • Practice code
  • Number of Businesses a client has
  • Status: The status of their response to your invitation the Dext Prepare for Dext Solo
  • Actions: By clicking the Manage button, you can Edit client details, Edit Partner Access and Deactivate client.

Creating a Dext Solo Client Account

The same user privileges that exist in Dext Prepare apply in the Dext Solo section. If you are not an Admin user you will not be able to add a Dext Solo Client account. See more on user privileges here.

Adding a Dext Solo Client Account will create a dedicated space for you to manage the income source transaction data for each Dext Solo client.

  1. Go to the Dext Solo space in the sidebar, then Clients.
  2. Click + Add client in the top left of the page.
  1. Enter the client’s name and email address (adding the NIN, Postcode & Practice code is optional), then click Next.
  1. On the next page enter the Business name.

A business is the entity for which you will collect income source documents. This entity could be a Sole Trader, Property Business, Partnership, Limited Company etc.

A client may have multiple businesses or properties, so if needed you can add additional businesses after the first entity is added.

  1. Select the Type of Business.

A business is the entity for which you will collect documents. There are two options:

Self employment: for a Sole Trader, Partnership, Limited Company etc.

Or UK Property: for a property businesses operating in the United Kingdom.

  1. If a client has multiple businesses or properties you can add another to their account by clicking Add another business. When you are finished adding a business or businesses, click Next.
  1. Next, determine which team members will have access to the new client’s account.
  1. On the next page, review the email that will be sent to the client, and add the client’s mobile number if you wish to send them an invitation by text. When ready, click Invite to Dext.

    Alternatively, if you click Skip Invitation a client account will be created and the client will be able to submit documents via their unique email in address and be assigned to a document as a document owner, however they will not be able to access the Dext Prepare account themselves via the mobile or web app.
  1. Once completed you will see the new client account listed on the Dext Solo Client page.

Help your client get started in the Dext Solo area by sharing this getting started guide with them.

Adding & Managing Income or Expenses

Add transaction data on behalf of your Dext Solo clients and categorise them into HMRC set codes. Categorised transactions can then be organised into reports on the reporting summaries page, in preparation for sending to HMRC.

How to Add Income & Expenses

Depending of the transaction collection method selected (costs/sales or bank) you will see several submission methods.

See this article for how to use the different submission methods to add transaction data.

Categorising Transactions

The list of codes you can use to categorise transactions is preset by HMRC, and depends on the type of business selected.

You can see a list of these categories by going to List in the sidebar, then Categories.

See this article for how to categories costs & sales items or bank transactions.

Splitting a Costs or Sales Item

It may be necessary to split out line items in a costs or sales item, for example to differentiate between business and personal expenses.

See this article for how to use line items to split a transaction.

The Reporting Summaries Page

The reporting summary page is where all of the client’s data is compiled and broken down by category.

You can filter the data by date in the top left of the screen and export it by clicking Export to CSV.

In the near future, you will be able to submit these reports directly to HMRC and export reports as CSVs.

Find out more about the Summaries page here.

Tax Reports

On the Tax report page you and your client can build and export reports that show their taxable business profit and totals for SA103F categories, saving you both precious time at year end.

You can find out more about tax reports and how to use them here.