UHY Ross Brooke Chartered Accountants

Dext Partners

Dext is an ideal accounting app for smaller businesses who have limited reporting requirements and who feel that their accounting needs do not warrant more advanced cloud accounting solutions. It allows them to automate their business’ financial admin.

If you keep your business receipts in a tin and deliver them in a carrier bag once a quarter, then you are probably the type of client who could really benefit from Dext.

How does Dext work?

Take a photo of your paper receipts and invoices which sends them to a digital inbox.

You can link up your accounts with existing trade suppliers and providers of regular services (telephone, utilities etc.) to the Dext ‘Fetch’ service. ‘Fetch’ will automatically look for new invoices and add them to the digital inbox so you don’t have to go rummaging for receipts.

If you use other cloud accounting software such as Xero and Quickbooks, Dext can connect and sync data with them automatically.

Benefits of using Dext:

  • Time saving – it can simply start and end with you taking a photo (using the mobile app)
  • Fetch service – link to existing online accounts for Dext to collect invoices so you don’t have to (large trade suppliers and most utility providers – see list here)
  • No need to store documentation as it’s stored electronically by Dext, so you can clear out your storage boxes and free up space in your office.
  • You can link your Bank Feed to Dext.
  • Staff can simply upload their expenses.
  • Money saving – there is no need to print anything saving ink, paper, time & the planet.
  • Ease of communication with your accountant – we can access your business data in real-time too, so we don’t need to work with out-of-date information. It also means that you don’t need to visit us with all your bits of paper.
  • You can see real-time financial information about your business which can help you to make better decisions, especially with regard to your cash-flow.

Why use an accountant for Dext?

We can help you:

  • Set up Dext
  • Manage your account and suggest time-saving practices
  • Prepare and file your self-assessment tax return
  • Dext Prepare has an add on service for MTD ITSA which is only available through the Dext partner (accountant/bookkeeper). This can be used to collate information and then submit to HMRC

Is this necessary for Making Tax Digital for Income Tax Self-Assessment (MTD ITSA)?

It’s a great way of getting your information in the right format for MTD ITSA. Although the roll-out date has been delayed again (starting from April 2026 (as at Jan 2023)) converting from paper to Dext now will offer you the advantages above straight away, and will give you the reassurance that you will be ready when MTD ITSA finally begins.

Find out more

If you want to know more about this and other ways using Dext can benefit you and your business please contact us for a no-obligation chat.

Watch the video of Dext prepare

Talk to us

Newbury: 01635 555666
Abingdon: 01235 251252
Swindon: 01793 610008
Hungerford: 01488 682546