Statemint features
Statemint is one desktop app for UK sole traders, limited companies and accountants. Here are all 52 tools, grouped the way they appear in the app.
Core
Bring in bank and card statements, categorise every line, raise invoices, pay bills and prove your bank balance.
DashboardIncome & overviewUpload StatementAI bank importImport Card StatementAI card importImport from another systemCustomers, suppliers & bank transactionsTransactionsBrowse & categoriseSuppliersSpend & income sourcesInvoicesSend & track paymentsBillsEnter & pay supplier billsRecurringRepeating bills & invoicesBank reconciliationProve your bank balanceClientsManage client accounts
Tax & Compliance
Tax estimates, VAT, expenses, assets, Self Assessment, CIS and Making Tax Digital, kept next to your books.
Tax EstimatorIncome tax estimateVAT ReturnsCalculations & filingExchange RatesHMRC monthly ratesExpensesTrack business expensesAssetsFixed asset registerBudgetBudget vs actualsAnomaly AlertsUnusual transactionsDepreciationDepreciation schedulesCredit CardsBalances & spendPetty cashFloat, vouchers & counts
CISSole trader and LTD
Subcontractors & monthly returnsCIS incomeSole trader and LTD
Deductions suffered & PAYE offsetCapital AllowancesAIA & WDASelf AssessmentSole trader
SA100 & tax returnPersonal tax summarySole trader
Sole trader and companies togetherPay plannerSalary, dividends and pension, plannedMTDSole trader and LTD
Making Tax DigitalIR35 CheckerSole trader
Status assessmentLtd Company
Corporation Tax, payroll, dividends, the director's loan account and year-end accounts for a limited company.
Corporation TaxCT600 & CT plannerPayrollPAYE & recordsDividendsVouchers & recordsDirector's AccountDLA & S455 trackingS455 TrackerTax on overdrawn DLALoss Carry-forwardTax loss reliefLiabilitiesLoans & balances owedStatutory P&LHMRC full accounts layoutDisclosure ChecklistFRS 102 Section 1A notesCompanies HouseFiling & company data
Reporting
Management accounts, the balance sheet, trial balance, cash flow and projections, built from the same books.
ReportsP&L & financial reportsManagement AccountsMonthly management viewBalance SheetAssets, liabilities & equityTrial BalanceDebits & credits by accountCash FlowMoney in and outProfit MarginMargins by periodProjectsProfit per jobProjectionsBank-ready next-year planYear-end ChecklistLock & sign off the yearClient Report PackPDF pack for the client
Settings
Your business profile, personal tax settings and the categories that decide where every line lands.