Engineered Exclusively for
UK Accountants & Tax Advisers
From client CRM to direct HMRC MTD filings and Companies House synchronisation, discover how LedgerHQ streamlines every stage of your practice workflow.
UK Practice CRM & Entity Master
A centralised client entity database designed specifically for UK tax laws. Manage directors, partners, shareholders, and complex corporate group structures with complete statutory metadata.
Core Capabilities:
- ✓Entity types: Sole Trader, Individual / Landlord, Private Limited Company (Ltd), Limited Liability Partnership (LLP), General Partnership.
- ✓Track critical UK tax identifiers: Unique Taxpayer Reference (UTR), National Insurance Number (NINO), GB VAT Registration Number, Companies House CRN, Employer PAYE Reference.
- ✓Live Companies House lookup: Instantly auto-fill company registration dates, registered office addresses, SIC codes, and active PSC lists from official government registers.
- ✓Document Vault: Secure cloud storage for client engagement letters, ID verifications (AML/KYC), past tax returns, and bank statements.
Making Tax Digital (MTD) for VAT & Direct Tax Prep
Direct digital submission pipeline connected to HMRC's Making Tax Digital APIs. Prepare, validate, and file quarterly 9-box VAT returns without third-party bridging spreadsheets.
Core Capabilities:
- ✓Direct 9-Box calculation: Automated aggregation of standard rate (20%), reduced rate (5%), zero-rated, exempt, and reverse-charge VAT transactions.
- ✓VAT Scheme support: Standard Accrual Accounting, Cash Accounting Scheme, and Flat Rate Scheme (FRS).
- ✓One-click HMRC submission: Immediate digital receipt generation with HMRC Correlation ID and cryptographic token storage for audit defence.
- ✓Pre-flight error checks: Identifies negative box totals, out-of-period adjustments, and mismatched invoice tax totals before digital transmission.
Self Assessment (SA100) & ITSA Quarterly Updates
Complete digital preparation for UK individuals, sole traders, and property landlords. Handles both annual SA100 returns and the upcoming Making Tax Digital for Income Tax (ITSA) quarterly reporting mandates.
Core Capabilities:
- ✓Full schedule coverage: Self-employment (SA103), UK Property & Furnished Holiday Lettings (SA105), Capital Gains Summary (SA108), Dividends & Foreign Income (SA106).
- ✓Automated tax computation: Real-time calculation of Income Tax bands (Basic, Higher, Additional), Personal Allowance tapers, Class 2 & Class 4 National Insurance, and Student Loan deductions (Plan 1, 2, 4, 5 & Postgraduate).
- ✓Interactive client review: Generate PDF tax calculation summaries and send for digital client approval before HMRC submission.
Corporation Tax (CT600) & Statutory Accounts
Prepare and file UK Corporation Tax returns alongside statutory financial statements. Seamlessly compute capital allowances, marginal relief, and R&D tax incentives.
Core Capabilities:
- ✓Automated CT600 computation: Profit & Loss adjustments, non-deductible expense add-backs, and full capital allowance calculations (AIA, Full Expensing & Writing Down Allowances).
- ✓Marginal Relief Calculator: Automatic tiered tax rate calculations between small profits rate (19%) and main rate (25%).
- ✓Integrated tagging: Produce inline XBRL (iXBRL) compliant tax computation schedules required for HMRC digital filing.
Companies House Automated Synchronisation
Never miss a statutory filing deadline again. LedgerHQ continuously monitors Companies House records for all your limited company clients.
Core Capabilities:
- ✓Confirmation Statement (CS01) Tracker: Automated countdown to filing anniversary with pre-populated director and share capital verification.
- ✓Annual Accounts Deadline Monitoring: Tracks statutory accounting reference dates (ARD) and alerts your team 90, 60, 30, and 14 days before late filing penalties apply.
- ✓Automated Officer Change Detection: Alerts you when new directors, resignations, or changes in Persons with Significant Control (PSC) are lodged at Companies House.
Mobile PWA Client Portal & OCR Receipt Capture
Provide your practice clients with an effortless, frictionless mobile interface. No App Store or Google Play downloads required.
Core Capabilities:
- ✓Progressive Web App (PWA): Instantly accessible via browser link, addable to iPhone and Android home screens with full offline support.
- ✓Camera receipt scanning: Intelligent OCR automatically extracts merchant name, date, invoice total, and VAT breakdown from photographed receipts.
- ✓Checklists & Document Requests: Send structured checklists for missing bank statements, P60s, dividend vouchers, and mortgage interest certificates.
- ✓Secure e-Signatures: Fast client sign-off for tax return drafts with timestamped IP and device audit trail.
Pre-Submission Rule Engine & Audit Defence Packs
Protect your practice and your clients against HMRC enquiries. Generate airtight, timestamped Audit Defence Packs for every digital submission.
Core Capabilities:
- ✓Automated sanity checking: Detects abnormal variances against previous fiscal years and flags potential HMRC risk indicators before submission.
- ✓One-click Evidence Pack ZIP: Packages all transaction ledgers, invoice PDFs, client approval logs, and HMRC submission receipts into an organised downloadable zip archive.
- ✓Historical Audit Defence Trail: Retain immutable compliance snapshots for up to 7 years in compliance with HMRC statutory record-keeping rules.
Ready to Shape the Future of UK Practice Management?
Join the founding cohort of UK chartered accountants and bookkeepers. Lock in 50% off your first 6 months and direct engineering support.