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Home is the first page after you sign in. It looks different for a firm and for a business, but the idea is the same: what needs a decision from you, then the numbers you’d otherwise go looking for.

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If you run a business

Business Home page with Needs you tiles and VAT due, VAT this period, In the bank, Owed to you and You owe cards

Home for a business: Needs you, then VAT, bank and what's owed

The line under your business name tells you how fresh the data is: myDATA synced today 08:46 PM · bank statement to Oct 26. If a source isn’t connected yet, a banner offers the next one — for example myDATA is connected. Connect your accounting software too. with a Connect link. Needs you — four tiles, each a count with an arrow into the Co-pilot list behind it:
  • Deductions at risk — expenses where you may lose the VAT deduction, with the invoice value at stake. Counted all time.
  • In myDATA but no document — a supplier or customer filed something with AADE and TaxLayer has no matching document from you. This quarter.
  • Other exceptions — everything else the Co-pilot flagged this quarter.
  • Documents to review — documents that parsed with a question you need to answer.
The cards underneath:
  • VAT due — the result of your last finished period, with Return due by end of …. Built from myDATA, not from what you filed. Open VAT & tax goes to the breakdown.
  • VAT this period — the running figure for the period you’re in, with a day counter. A forecast appears once your history is steady enough; until then it says no forecast yet. It is an estimate, not the filed figure.
  • In the bank — your latest statement balance and how many accounts it covers. Bank transactions opens the account.
  • Owed to you — unpaid sales invoices, and how many.
  • You owe — unpaid supplier bills, and how many.
A Getting started checklist sits at the bottom of the sidebar until you’ve finished the six setup steps.

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If you’re a firm

Firm Home page with Needs you across clients tiles, Deadlines cards, Which clients need you list and Data coverage

Home for a firm: counts across clients, deadlines, and which clients need you

The line under the firm name gives the client count and whether any myDATA sync failed. Needs you across clients — the same four tiles, but as counts only: no money is added across clients. Each tile says how many clients it covers and the period (all time or this quarter). Click the arrow to open the Co-pilot filtered to that view. Deadlines — one card per filing group:
  • VAT return · ‹month› — due by end of …, with how many monthly filers you have. Open list shows them.
  • VAT return · Q‹n› — the same for quarterly filers.
  • VAT frequency not set — clients where we can’t tell when they file. Press Set it and choose a frequency on each client’s Finance & Tax tab; until then those clients are missing from the deadline cards.
myDATA expense classification is due the same day as the return. Which clients need you — three tabs: Needs attention, Missing data and On track. Each row gives the client, the reason in one line (1 expense with deductions at risk · 4 myDATA invoices with no document) and the money at risk. Click a row to open that client. Data coverage — how many clients have all three sources connected (10 of 14 fully connected) and the split by source (myDATA · bank · documents). Coverage table lists it per client, which is the quickest way to see which client is missing which connection.

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Where the figures come from

Everything on Home is read from the sources you’ve connected — myDATA, bank statements and uploaded documents. Home does not use your filed returns, so a VAT figure here can differ from what your accountant actually submitted. Each card says its source and its as-of time in small print; that is the time to quote if a number looks wrong.