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Manage Self-Employed Clients with Dext Solo
Welcome to this UK-specific module on managing self-employed clients and landlord clients using Dext Solo — a purpose-built tool designed to help accountants and bookkeepers streamline record-keeping, simplify tax compliance, and prepare for the future of digital tax reporting.
With the shift to Making Tax Digital for Income Tax (MTD for IT), self-employed individuals and landlords will need to move away from manual records and spreadsheets. Dext Solo was designed to make this transition smooth and stress-free for both accountants and their clients.
In this module, you will learn how to:
Understand who Dext Solo is for and why it was created
Set up and onboard self-employed clients and landlords
Categorise transactions accurately and automate compliance checks
Handle disallowable expenses and customise categories for tax reporting
Leverage bank transaction matching and automation tools to reduce manual work
Generate real-time tax summaries and prepare reports for submission to HMRC
