At the end of a quarter or a tax year, Books gives you your figures in the shape your tax return wants. Choose the tax year at the top of Books, then use Export or Accountant access.
Export
- Summary by quarter (CSV) follows the Self Assessment self-employment boxes, so you can type it into a return or into Making Tax Digital software.
- Every transaction (CSV) lists each income and expense line. It's the one your accountant will want.
Figures are on a cash basis: income counts when you received it, and expenses when you paid them. Mileage uses the rates in your settings.
Making Tax Digital
If you're a UK sole trader above the Making Tax Digital income threshold, you need to send quarterly updates to HMRC through recognised software. The threshold is £50,000 of qualifying income, dropping to £30,000 from April 2027 and £20,000 from April 2028. Books shows whether you're above it.
Books isn't MTD software and doesn't submit to HMRC. Export the summary each quarter and enter it in your MTD software, or hand it to your accountant.
Accountant access
Rather than emailing spreadsheets, give your accountant a link.
- Under Accountant access, choose Create link.
- Copy it and send it to your accountant.
They see a read-only summary of this tax year and the four before it, laid out by Self Assessment box, without needing a Workout Titan account. They can't change anything.
The link lasts 90 days. Renew it to extend it, or Revoke it the moment you no longer want it used. Creating a new link stops the old one working.
Anyone with the link can see your figures, so send it only to your accountant.