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Your Dashboard (2020/21 Version)

The article below relates to the 2020/21 Spreadsheet.

Your Dashboard

Monthly Data Entry

Your spreadsheet allows direct links to the relevant months – to input your income (such as from PFS Documents) and expenses on a monthly basis.

There are additional links to Mileage and Relief Groups in this section.

The newly integrated Team Developer section is also available through this section, using the blue buttons to access the three main sections.

Summary / Reporting

The system will automatically calculate your income and expenses from your data, and provide with a profit/loss amount. This can be used for SA100 Self Assessment Tax Returns – and you can view more details by clicking the ‘View Annual Report’ button

Customisation / Data

This section allows you to customise the system with your group name, add details of your work from home allowance (simplified expenses) and also log mileage for the system to calculate.

Further Information

The spreadsheet has a number of useful links located around the spreadsheet, such as direct links to the Online Tax Guide and your Malgra Plus account.

Updated on May 21, 2021

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