> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Home

> What needs you today, and the figures that matter this period

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.

## 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](https://mintcdn.com/tax-layer/zf_-pMztTsnhR3DV/images/home-business.png?fit=max\&auto=format\&n=zf_-pMztTsnhR3DV\&q=85\&s=9aea03579a5731301b2c12418c295348)

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.

## If you're a firm

![Firm Home page with Needs you across clients tiles, Deadlines cards, Which clients need you list and Data coverage](https://mintcdn.com/tax-layer/zf_-pMztTsnhR3DV/images/home-firm.png?fit=max\&auto=format\&n=zf_-pMztTsnhR3DV\&q=85\&s=cb778c0e8e09a49c7d8445343a1534f6)

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.

## 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.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.