Getting started
- Create your account
Sign up with your email, confirm it, then tell us about your business.
- How to contact us
Use the support widget or the contact form; support is free for everyone.
- Sign in with Google or Apple
Skip the password and sign in with an existing Google or Apple account.
Account & security
- Change your email or marketing preferences
Update your name, and choose whether you'd like marketing emails or push notifications.
- Reset your password
Forgotten your password? Here's how to get back in.
- Set up two-factor authentication
Protect your account with an authenticator app and a set of recovery codes.
Organisation
- Rename your business
Update the business name shown across your account.
Team & accountant
- Getting started as an accountant
Accepting a client's invitation, working across clients and what BusyBee Hub does and doesn't let you do.
- Invite your team
Bring colleagues and your accountant into your BusyBee Hub organisation, with the right role for each.
- Work with your accountant
What your accountant can see and do once you invite them, and how to remove them.
Banking
- Connect your bank
Bring in transactions automatically with a bank feed, or import a statement.
Invoices
- Get paid online
Connect your Stripe account and let customers pay invoices by card.
- Send your first invoice
Create, send and chase an invoice, with automatic reminders and a PDF.
Expenses
- Capture a receipt
Snap a photo and let Smart Capture fill in the details for you.
Taxes & MTD
- Amending a Final Declaration
How to correct a Final Declaration you've already sent, with a new HMRC calculation and confirmation.
- Connect to HMRC
Link your HMRC account so BusyBee Hub can send your Making Tax Digital quarterly updates.
- Filing your Final Declaration
How to review annual adjustments, PAYE, interest and dividends, HMRC's calculation, and file your Final Declaration.
- Fix a mistake on a VAT return
What happens when you change or add documents after a return is sent, and how manual adjustments work.
- Making Tax Digital quarterly updates
How BusyBee Hub connects to HMRC and sends your quarterly updates for Making Tax Digital for Income Tax.
- PAYE income from HMRC
Pull in employment and pension income HMRC already has on record, and confirm or ignore each one.
- Prepare your VAT return
How BusyBee Hub fills boxes 1 to 9 from your books, and how to check a return before you send it.
- Send a quarterly update
Review the figures, check the warnings, and send your cumulative quarterly update to HMRC.
- Send your VAT return to HMRC
Connect to HMRC for VAT, sync your periods, and send a checked return with the legal declaration.
- Set up your VAT periods
Tell BusyBee Hub when your VAT periods start and end so it can prepare a return for each one.
- Standard or calendar quarters
Choose how HMRC splits your tax year into the four quarterly update periods.
- Your Self Assessment estimate
A live estimate of what you owe, built from your invoices and expenses.
Reports
- Balance sheet and journals
What each section of the balance sheet shows, when you need a manual journal, and who can save one.
- Export reports for your accountant
CSV vs PDF, what's in the accountant pack, and how the files are named.
- Plan your cash flow
How the chart, the forecast sources and the below-zero warning work, and what to do about it.
- Read your profit and loss
Cash vs accruals, disallowed expenses, comparing periods, and drilling down to the postings behind a figure.
- What Radar tells you
The thirteen rules Radar checks, when they fire, snooze vs dismiss, and the weekly digest email.
CIS
- Check your CIS deductions with HMRC
Compare your CIS deductions with what contractors reported to HMRC, and send your own figures where they differ.
- Claim back CIS deductions
See exactly what contractors have deducted, and claim it back at year end.
- Invoice a contractor under CIS
Mark a customer as a contractor and your labour lines show the deduction automatically.
- Record a CIS statement
Add a contractor's payment and deduction statement by hand, or let Smart Capture read it.
- Tell us your CIS status
Registered (20%), not registered (30%) or gross payment; tell us which applies to you.
Landlords
- Turn on property features
Sole traders who also own property can switch on property tracking at no extra cost.
Billing
- Manage your subscription
Start a subscription, change your card or billing cycle, download invoices, and see what happens if a payment fails.
- Switch between Landlord and Sole trader
Move to the other plan when your business changes, and see what it costs and when it takes effect.
- What happens when your trial ends
Your 30-day free trial, the reminders we send, and what changes if it ends before you've chosen a plan.
Finble
- Ask Finble about your own numbers
What Finble knows, what it never sees, how to ask it something, the daily limit, and how to see or delete your conversations.

