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Differences between Dashboards

It’s difficult for us to use different types of language within our operations. For example, the word ‘Account’ may refer to ‘accounting’ (the recording of how your business or self employment is going), your ‘personal information’ account (such as your name, date of birth, address, etc), and also your ‘business accounts’ (which is similar to your accounting but at the same time is slightly different!)

To help, we use the below definitions to explain different parts of our system.

  • Business Dashboard: This is where we keep records of your packages which you have with MalgraBooks. There is a different package for each financial year, as HMRC run on a 6 April – 5 April year. Therefore your Business Dashboard is where you will find details of the information HMRC need, such as your income (PFS Documents) and expenses.
  • Member Dashboard: This is where we hold information about you – such as your name, date of birth and address. We also hold some information here which HMRC need (and may rarely change), such as your National Insurance Number, details of your marital status or any other employment. We’re required to keep this up to date, so you’ll be taken to your Client Dashboard when you first login, but can access your Accounts Dashboard from the same place.
Updated on March 15, 2023

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