How-to guide 10: Keeping your settings up to date
How-to guide: Keeping your settings up to date Remember our Accuracy Indicator? It’s important to keep the ‘Tax Settings’ section of this up to date, so we know [...]
How-to guide 11: Escalating transactions
How-to guide: Escalating transactions Our Escalate feature lets you send transaction queries to our advisors and accountants to be reviewed. Essentially – if you’re unsure whether you can [...]
How-to guide: Self Assessment
How-to guide: Self Assessment Portal Filing your Self Assessment with Finmo is a simple step-by-step process which this article guides you seamlessly through every stage of your tax [...]
A Checklist for Getting Started
"Checklist" by Shahid Abdullah is marked with CC PDM 1.0 Your Finmo Self Assessment Checklist Before you start Filling out your Self Assessment, there are some bits [...]
Tax and Finmo – A review
Photo by hannah grace on Unsplash By: Matt Humphrey Like most people, I see my tax return as a necessary evil. I build it up, and [...]
How it works
1. Tell Finmo about your income and expenses There are two ways to tell Finmo about your income and expenses. Connecting your bank account [...]
“I’m complicated” – How to deal with multiple jobs
If you have freelance income from more than one profession or vocation (HMRC calls this a 'trade'), then you must fill in separate SA103 (s or f) forms [...]