Accountin help centre
How to set up your practice in Accountin and use each part of it, from importing your clients to filing their accounts.
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Help by section
Getting started
Create the practice, set up sign-in, add clients and invite staff.
6 articlesBookkeeping
Bank statements, coding, bank rules, reconciliation, journals and reports.
12 articlesSales and purchases
Customers, suppliers, invoices, receipts, payments and statements.
7 articlesVAT
VAT schemes, building and bridging returns, client approval and HMRC.
6 articlesMaking Tax Digital for Income Tax
Client set-up, quarterly updates and the final declaration.
4 articlesSelf Assessment
SA100, SA800 and SA900 returns, from the books to the client's approval.
3 articlesYear-end accounts
Trial balances, mapping, FRS 105 and FRS 102 accounts, revisions and filing.
11 articlesCorporation tax
CT600 returns, capital allowances and the tax computation.
2 articlesCompany secretarial
Confirmation statements, the registered office and officer changes.
2 articlesPayroll, P11D and CIS
Payroll runs, P11D benefits and CIS monthly returns.
3 articlesRunning the practice
The client portal, approvals, deadlines, data export and billing.
5 articlesHMRC error messages
The meaning of each Making Tax Digital error code from HMRC, and the fix.
36 codesGuides to the rules behind the work
VAT, corporation tax, Self Assessment, payroll, year-end accounts and running a practice, each sourced to GOV.UK and legislation. See the guides and resources and the UK tax calendar for 2026 to 2027.
Contacting Accountin
Email help@chivvy.co.uk with your practice name and the client the question is about. Practices not yet using Accountin can register and we will contact you.