Test environment

Question asked by Ann Young 6 months ago

Because of MTD, I've set up a log in for Clear Books and need to learn (without videos) what i have to do. I've happily used Excel for years, a simple Sales sheet with an export from Woo Commerce and a Purchase sheet with my costs and expenses. The difference between the two is my profit - very basic, very simple. No VAT, no payroll, no invoicing, no stock control. Is there a dummy environment, or can I set one up, where I can learn to navigate and see what I have to do, and what the outcome is? For example enter all last years data as a test?

I'm sorry for being so basic - I'm old and new tricks don't come easily

FreePlan FreePlan
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2 Replies

Hi Ann,

Yes, you can use the account you've created to test it out and once you are comfortable, you can reset the account by heading to the Building Icon (top right) > Reset account.

We encourage you to review the following guides, which provide comprehensive instructions on how to effectively use our free software: All MTD Income Tax Plan Guides

Tommy

Best answer
6 months ago

Thank you for such a prompt and clear answer. That’s great.

6 months ago

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