Financial Performance
Total Income
£0.00
Total Expenses
£0.00
Outstanding
£0.00
Net Profit
£0.00
VAT Position
Box 1 · VAT due on sales
£0.00
Box 4 · VAT reclaimed
£0.00
Box 5 · net VAT for the period
£0.00
Money Position
Bank Accounts
Open BankBills You Owe
Full reportMonthly Revenue (last 6 months)
Overdue Invoices
| Ref | Customer | Owed | Due |
|---|
Recent Sales Invoices
| Ref | Customer | Total | Status |
|---|
Recent Purchases
| Ref | Supplier | Total | Status |
|---|
Top Customers (by revenue)
Exchange Rates
GBP / USD
-
1 GBP = x USD
GBP / EUR
-
1 GBP = x EUR
GBP / CHF
-
1 GBP = x CHF
GBP / TRY
-
1 GBP = x TRY
GBP / KWD
-
1 GBP = x KWD
GBP / CNY
-
1 GBP = x CNY
Recurring invoices are generated automatically overnight when due.
Pre-add products so they appear as quick-select options when creating an invoice.
| Received | From | File | What Quarvex Read | Actions |
|---|---|---|---|---|
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Repeating bills are raised automatically overnight when due, and go into your books like any other bill.
Pre-add products so they appear as quick-select options when creating a purchase.
A credit note your supplier has sent you: goods you sent back, an overcharge they put right, a rebate. It reduces what you owe them, takes the cost back off your books, and gives back the VAT you reclaimed, so it comes off Box 4 and Box 7 of your return.
Pre-add products so they appear as quick-select options when creating a quote.
Total Items
0
Stock Value (Cost)
£0.00
Low Stock Alerts
0
Out of Stock
0
| Name | SKU | Unit | Cost Price | Sale Price | Qty on Hand | Min Qty | Stock Value | Status | Actions |
|---|
Expected In
£0.00
Expected Out
£0.00
Net Position
£0.00
Closing Balance
£0.00
Projected Balance
Transactions
0
Reconciled
0
Unreconciled
0
Unreconciled Value
£0.00
Your accounts
Every bank account, card and cash tin you keep books for. New payments go to the one marked Default.
Drag & drop your bank CSV here
or click to browse, supports Barclays, HSBC, Lloyds, NatWest, Monzo, Starling and most UK banks
| Date | Description | Credit (In) | Debit (Out) | Balance | Matched To | Actions |
|---|---|---|---|---|---|---|
| Upload a bank CSV to begin reconciliation | ||||||
Total Assets
0
Total Cost
£0
Net Book Value
£0
Depreciation YTD
£0
Bought something new? Record it as a purchase invoice with category Equipment and it appears here as a draft to set up. Already owned it before Quarvex? Use Add Existing Asset.
Total Budget
£0
Actual Spend
£0
Remaining
£0
Over Budget
0 categories
VAT Return · 9 Boxes
Adjustments
Bad debt relief, fuel scale charges, partial exemption, capital goods, errors from an earlier period, and import VAT from your postponed import VAT statement.
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Owed to HMRC
For returns already filed. Paying HMRC, or being repaid, is recorded here or from the line on the Bank screen.
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VAT Submission History
| Period | Amount | Date | Type | HMRC Ref |
|---|
The client companies you manage. Click Open to switch to one.
Record money in and money out without raising an invoice. Each entry posts straight to the ledger as a balanced journal, so it shows in the trial balance, the profit and loss and the VAT figures the same as anything else.
Recent entries
The last 25 posted here. Nothing is ever deleted: reversing writes an equal and opposite entry, so the trail stays.
Everything you and your team have done. Accountants can view all clients at once or a single client.
Tag lines by up to two categories, such as Region or Department, with up to 100 options each. Every invoice, bill,
quote, purchase order, credit note, expense claim and journal line can carry one option of each, and so can a
recurring invoice or a repeating bill. The Profit and Loss can then be split into a column per option or narrowed
to one, and the Tracking Summary on the Reports page shows every account by option. Nothing is ever deleted:
archiving takes a category or an option off the lists, and everything already tagged keeps it.
Repeating journals are posted automatically overnight when due. Each one is a manual journal, on the Journals tab like any other.
Making Tax Digital for Income Tax, for sole traders and landlords. Set up the taxpayer, connect to HMRC, then send quarterly updates.
Do you have to use it yet?
HMRC go by your qualifying income: everything you took from self-employment and property in the tax year, added together, before expenses. Employment, partnership shares, pensions and dividends do not count. If it was over:
- £50,000.00 in 2024-25, you use it from 06/04/2026
- £30,000.00 in 2025-26, from 06/04/2027
- £20,000.00 in 2026-27, from 06/04/2028
Update periods
Standard update periods run from 6 April. Calendar update periods run from 1 April, to the end of June, September, December and March. HMRC let you choose calendar periods for each income source before the first quarterly update of a tax year, and not after it. Each update covers the year so far.
Press Refresh from HMRC to read your income sources.
Year-end adjustments
The adjustments an accountant makes on top of the quarterly figures: disallowable entertaining, private use, anything added back. They go here and nowhere else, so the bookkeeping stays as it is and the tax comes out right.
Losses
Losses brought forward, and claims against this year. Where there is more than one claim, the order they are used in changes the tax.
What HMRC says is owed
The balance, the payments HMRC has received, and any penalty points.
Annual adjustments & capital allowances
Once a year, before you finalise: claim capital allowances on equipment and record year-end adjustments for your self-employment. From 2026-27 the main pool writing down allowance is 14%, a new 40% first year allowance covers qualifying plant and machinery, and the zero-emission goods vehicle allowance is withdrawn.
Capital allowances
Replaces all other allowances if claimed.
Year-end adjustments
Where you stand so far
HMRC's own running estimate of the tax and National Insurance on what you have reported to date. Ask for it as often as you like. It changes nothing, commits you to nothing, and is not your final figure.
Year-end final declaration
Once all four quarters are in, finalise the year. This works out your tax and replaces the old Self Assessment return. Due by 31 January.
Other income & reliefs
Add anything HMRC does not already have. Your salary and bank interest are usually already on your record, so leave those out. Enter the totals for the whole year.
CIS filing details
Your details as a contractor. Needed to verify subcontractors and file the monthly CIS return.
Re-enrolment, every three years
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Where everybody stands
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Taxed through payroll instead
A payrolled benefit is taxed every payday and does not go on this return. Registering is done with HMRC, before 6 April; record it here so the payroll knows.
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What each person had
Anything you give an employee that is not pay. Cars, fuel, medical cover, loans, accommodation.
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P11D(b) · Class 1A National Insurance
Add your employees, then run payroll from the Run Payroll page. Tax year 2026-27.
Employer Filing Details (RTI and NEST)
A payment outside the ordinary run: a bonus, a correction, or a leaver's final pay. Nobody is
paid their salary again, and expenses handed back carry no tax.
Employer Payment Summary (EPS)
The employer-level RTI report, separate from the FPS. Use it to claim Employment Allowance, report a month with no payments, report CIS deductions suffered, or reclaim statutory pay. File it by the 19th of the following tax month.
Apprenticeship Levy allowance
Period of inactivity
Tell HMRC in advance that you will pay no one for a run of future months, so it stops expecting an FPS. HMRC accept one that starts on the first day of the next tax month and lasts one to 12 months, sent before it starts. Leave both as Not inactive if not needed.
Recovered statutory pay, year to date (amounts you paid out)
Needs your Corporation Tax UTR in Payroll settings
Leave a box empty to send the figure Quarvex recorded for the year to date. A figure you type is sent instead, 0 included.
An employee gives up cash pay in return for a benefit. The pay they give up is not taxed and no National
Insurance is due on it, which is the point of it. Quarvex checks it against the National Minimum Wage, keeps it
off statutory pay, and tells you if it would cost somebody their maternity pay.
Record maternity, paternity, adoption, shared parental, bereavement or neonatal leave, and sick
absences. Quarvex works out the average weekly earnings from what you actually paid, checks the
conditions HMRC refuse a claim on, and fills the figure in on the pay run.
Account type
Set when you signed up. Accountants and bookkeepers switch by setting up a practice below.
Business
My practice
Company Details
These three go in the footer of your invoices, quotes and statements. Leave them empty
if you are a sole trader or a partnership: none of it applies to you, and Quarvex will
print nothing rather than something that is not true.
Limited company? Link it and your Companies House filing dates appear on the dashboard and in the reminder emails. Sole traders skip this.
Bank Details
Invoice alerts
Both of these always appear in Quarvex. These switches decide whether we also email you.
Chasing unpaid invoices
Quarvex emails your customer about an unpaid invoice on its own, overnight. It never chases an invoice that is paid, void, or settled online, and it asks for what is still owed, not the original total.
0 means no early warning
days, once it is late
weeks of chasing
Subscription
Plan:
If you cancel, you keep full access until the end of your current billing period. No charges after that.
Data Management
Two factor login
Support access
Change Password
Changing your password signs you out everywhere else.
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Ends every other signed-in session, on every device and browser, without changing your password. Use this if you have signed in somewhere you no longer trust. You stay signed in here.