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Preparing accounts and taxes

We know that the amount of admin that goes into preparing accounts can be frustrating. So we’ve been working hard to make managing your books easier.

At Mettle, we’re always speaking to customers to better understand their needs. This helps us to continue to evolve and ensures we build useful features that free their time.

With that in mind, we’ve been doing a lot of work on trying to make your end-of-year accounts and bookkeeping easier.

You've told us that you want help with these key jobs:

  • Help me with preparing my accounts and tax returns 

  • Help me with planning and saving for tax

  • Help me with paying my tax on time

We’ve recently formed a team to solve these problems. 

We know that many of you do bookkeeping yourself, via spreadsheets, or use accounting software. And some of you prefer to share this information with your accountant who does tax calculations for you.

So our immediate focus has been to make it easier for you to export and share your banking and bookkeeping data with your accountant or various platforms.

We’ve tried to provide a number of different solutions to make this process as seamless and efficient as possible. 

How we help

Export transactions

You can now export your transactions and bookkeeping data (receipts, invoices and categories) helping make preparing your accounts and taxes simpler. 

You can do this in a number of formats:

  • CSV

  • Excel

  • OFX

Export your transactions in CSV, Excel and OFX files

And those compatible with accounting software:

  • Sage

  • Wave

  • QuickBooks

  • Crunch

  • FreeAgent

  • Xero

You can also select the data ranges and filter on transaction type.

Accounting integrations

We have now integrated with FreeAgent and Xero.

By connecting with these platforms, all of your transactions and account information will be synced seamlessly.

This means you won't have to manually download your statements  – we'll automatically sync your transactions for you, helping reduce the chance of admin errors or duplication. Just authorise the connection and we'll deal with the rest. 

How it works:

  • Open your Mettle app (make sure you're on the latest version)

  • Tap ‘Connections’ on your Account screen

  • Select FreeAgent or Xero 

  • Agree to sharing your data 

  • Select the date you’d like your transactions to show

  • You’ll be directed to FreeAgent or Xero where you’ll need to log in

Once your transactions are cleared, we’ll share them. Some of these will appear instantly, but if they’re still pending it can take two or three days to show. You’ll be able to remove the connection at any time.

There’s more to come so watch this space.

As always, we want to hear your feedback on how you’re getting on so please get in touch to let us know what works well and what you think could be better.

By Rachel Booth

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The Mettle account is an e-money account provided by Prepay Solutions (PPS), a trading name of Prepay Technologies Ltd which is an electronic money institution authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN 900010) for the issuing of electronic money. Mastercard® is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Registered office: 250 Bishopsgate, London, United Kingdom EC2M 4AA

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