Overqualified for the admin, irreplaceable for everything else. Where AI ends and your judgement begins. Download insights →
Dext Solo certification. For the quarterly cycle nobody asked for.
Making Tax Digital for Income Tax moves your sole trader and landlord clients off spreadsheets and onto a quarterly rhythm.
This self-paced module shows your practice how to run that rhythm on Dext Solo: set a client up, keep the transactions categorised correctly, and have the quarterly update ready to go to HMRC. The repetitive work is automated. The judgement stays with your expertise.
What the module covers. Set-up to submission.
Which clients belong on Solo, and which ones don't
Onboard sole traders and landlords without a spreadsheet handover
Get transactions categorised correctly, with the compliance checks automated around them
Handle disallowable expenses and tailor categories to how the return is reported
Match bank transactions automatically, so corrections stop landing on your team
Produce up-to-date tax summaries and get quarterly updates ready for HMRC
