Does ProPortalBusiness submit my tax return?

No. It helps you keep digital records and prepare figures. Filing is done through HMRC or your accountant.

Can I export the numbers?

Yes, CSV and PDF export are available from the revenue and reporting views.

Do reports include costs?

Yes, where you have recorded costs against jobs or added receipts.

Reports

Business reports that come from your own records

Reporting only helps if the numbers come from the work you actually recorded. ProPortalBusiness builds revenue, cost and profitability views from your invoices, payments and job costs — no separate spreadsheet to maintain.

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Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.

Revenue and costs in one place

Invoiced revenue, recorded costs and the resulting margin are shown together, per period and per job, so a busy month and a profitable month can be told apart.

Revenue by period from issued and paid invoices
Costs recorded against jobs and receipts
Profit and margin per customer and per job

Export for your accountant

Figures can be exported to CSV or PDF so your accountant or bookkeeper receives something readable rather than a screenshot.

Records for tax preparation

The reports help you prepare figures and keep digital records. ProPortalBusiness is a record-keeping and preparation tool — it does not file returns to HMRC on your behalf.

Common questions

Does ProPortalBusiness submit my tax return?: No. It helps you keep digital records and prepare figures. Filing is done through HMRC or your accountant.
Can I export the numbers?: Yes, CSV and PDF export are available from the revenue and reporting views.
Do reports include costs?: Yes, where you have recorded costs against jobs or added receipts.