Guide
Three easy steps to record your first transaction
In this guide, we will show you how to record your first transaction step-by-step.
1. Sign Up – www.basetax.co.uk
2. Dashboard
Once log in, the system will bring you to the Dashboard. Firstly, you will need to make sure that you are in the right tax year. There are two options to add transaction –
- Option 1 Side Menu
- Option 2 ‘+’ sign
Option 1 
Option 2 
3. Enter Transaction
Add Income
Before you start entering the detail, please make sure that you have set up the business. This is your own business name. If you don’t have it please enter your own name.
Once the transaction is recorded, your financial summary will be updated. Please make sure that you are in the right tax year based on the transaction date. Note: Attach file to your transaction You can also attach an electronic file/invoice to the transaction. This is useful if you want to keep all of your invoice/receipt for future reference and HMRC audit.
Extra time - View Transactions
