The complete SubReady manual — step-by-step instructions for WhatsApp, the web app and the mobile app.
How to sign up for SubReady on WhatsApp, what the 14-day free trial includes, and how to log in to the web and mobile apps.
Getting startedWhat the SubReady dashboard shows: money in, money out, profit, estimated tax set-aside and safe to spend — and where each number comes from.
Snap a photo of any receipt and send it on WhatsApp — SubReady reads the supplier, amount and category. Step-by-step, with fixes for misreads.
Expenses & receiptsNo receipt? Type the expense — “fuel £40 Shell” — and confirm the draft with YES. How drafts, corrections and cash expenses work in SubReady.
Expenses & receiptsLog business miles by WhatsApp message — SubReady applies HMRC’s 45p/25p simplified rates automatically and feeds your tax estimate and return.
Create invoices from a WhatsApp message or in the app — labour/materials CIS split, due dates, statuses, PDF stamps and payment reminders.
Invoices & quotesSend a quote that stays out of your books, with a QUOTE-stamped PDF and valid-until date — then reply CONVERT to turn it into a live invoice.
Invoices & quotesMark invoices paid by message or in the app, record part payments and paid dates, and see who still owes you money.
Upload bank or credit-card statement PDFs — SubReady reads every line, matches them to invoices and expenses, and explains “awaiting match”.
Bank & CISPhotograph CIS payment & deduction statements and send them on WhatsApp — SubReady tracks gross pay and tax deducted so refunds come back.
How SubReady’s live tax estimate works — income, expenses, mileage, CIS deducted — and how the weekly set-aside figure keeps January boring.
Tax & filingTurn on savings interest, dividends, pensions & benefits, foreign income or other income in Settings, then log each by WhatsApp — feeds your Self Assessment automatically.
Tax & filingYour whole year — income, expenses by category, mileage, CIS deducted — assembled automatically, with an export pack and read-only accountant access.
Tax & filingSee your four MTD quarters with live status, review the figures and file with a typed SUBMIT — on web or mobile — with every return archived.
Tax & filingHow the VAT plan builds your MTD VAT return figures — all nine boxes, cash or accruals, CIS reverse charge handled — and how to upgrade.
Plans and prices, what happens when the 14-day trial ends, how the paywall works, and how to upgrade, manage or cancel your subscription.
Account & securityHow SubReady protects your data: no bank connections ever, statement PDFs you choose to share, approval-based accountant access and UK GDPR rights.
Account & securityHow to get help: ask SubReady on WhatsApp, open a support ticket in the app (replies ~4 working hours), or contact the team directly.
14-day free trial · no cardSimple bookkeeping for subcontractors and the self-employed — send it on WhatsApp and your records stay organised. CIS supported.
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