Set up your business
Five short steps so your invoices and tax estimate are right from the start.
After signing up, the set-up steps open automatically. It takes about five minutes and you can change everything later in Settings.
- Business details: sole trader, limited company or partnership, your trading name and address. Limited companies can search Companies House to fill these in.
- Accounting dates: your year end and when you started trading.
- VAT details: your VAT number and scheme, if you're registered.
- About you: your name and mobile number.
- Getting paid: the bank details to show on invoices.
Tip: Your business type can't be changed after set-up, because it decides how your tax is estimated.
Still stuck?
Use Help inside the app (we'll see which page you're on), or contact us. A person reads every message.