Meter Max

Guides › Guide 10

Share your accounts with an accountant

See your income, costs and profit for any quarter or the whole year, and send a copy to your accountant, or keep one for yourself, in a couple of taps.

See your accounts

  1. Open Accounts

    Tap Tax at the bottom of the screen. Accounts is the first section at the top.

    The Quarterly accounts screen showing income, expenses and profit for tax, with buttons for Q1 to Q4 and Year

  2. Pick the dates

    Check the tax year shown, then tap Q1, Q2, Q3, Q4 for a three-month quarter, or Year for the whole tax year.

  3. Read the figures

    • Income, Expenses and Profit for tax at the top.
    • Profit and loss: your costs sorted into the same headings HMRC uses.
    • Takings by source: how much each app or company paid, the fees they kept and how many trips you did. Great for seeing which app is worth your time.

Share a summary

  1. Tap Share accounts

    Scroll to the bottom of the accounts and tap Share accounts. Your phone's share menu opens.

  2. Choose where to send it

    Tap Gmail or your email app to send it to your accountant, WhatsApp to message it, or Drive to keep a copy. The document opens in any web browser.

Send every entry as a spreadsheet

Accountants often like a spreadsheet with every single entry. Tap Entries as CSV at the bottom of the accounts, then choose where to send it. A CSV file opens in Excel, Google Sheets and Numbers.

Other things you can share

  • Your tax calculation: Tax › Tax year › Share computation.
  • A VAT return: open the return and tap Share return.
  • An MTD quarterly update: open the quarter and tap Share summary.
  • An invoice: see guide 11.
Only share with people you trust These documents include your name and business figures. Check who you're sending them to before you tap send.