Professional services & education
MTD software for domestic energy assessors.
Assess the home. Simplify your own records.
Property visits, report preparation and agent bookings can fill an energy assessor’s working week. Avona helps independent domestic energy assessors bring the financial paperwork together.
- Who it is for
- Domestic energy assessors working as sole traders, managing their own business records and MTD for Income Tax updates.
- Available now
- Digital records, bank feeds, statement imports, transaction categorisation and quarterly self-employment updates. Pro adds customer invoicing, VAT accounting and reporting.
- Monthly price
- From £15/month for Lite. Pro is £20/month.
- Free trial
- Full access for 7 days. No credit card required.
- Annual-return limitations
- Quarterly updates do not replace your annual tax return. HMRC lists annual-return items including PAYE income, interest, dividends and pensions as in development. Check the listing and confirm support for your income sources before relying on Avona for your annual return.
Making Tax Digital
It’s what comes in.
Before costs go out.
Direct homeowner fees and work paid through an agency can arrive with different statements or deductions. Keep the agreed fee and payment evidence so the bank receipt has context.
Understand Making Tax Digital →When does MTD apply?
Combined qualifying self-employment and property income, before expenses:
- Over £50,000 in 2024/25
- From 6 April 2026
- Over £30,000 in 2025/26
- From 6 April 2027
- Over £20,000 in 2026/27
- From 6 April 2028
Eligibility and exemptions matter. These are income thresholds, not tax-free allowances.
Check HMRC’s eligibility guidance ↗From the work to your records
Clear records for your domestic energy assessments.
Bring the evidence into Avona, review the suggested categories and check the figures before submitting. These three examples show the records behind your domestic energy assessments, shared purchases and an agency payment covering several assessments.
| What you bring | How you use Avona | What you check |
|---|---|---|
| £450 for your domestic energy assessments £95 spent on assessment software and business consumables | Connect your bank or import the payment, then upload the invoice or receipt for assessment software and business consumables. Review the income and the purchase as separate records. | Keep £450 as the sale and the £95 cost separately. The £355 left after this cost is not turnover. Check that the spending is eligible for your business. |
| £100 mixed purchase £80 for inspection stationery; £20 for personal printing supplies | Upload the itemised receipt and review the suggested category. Identify inspection stationery separately from personal printing supplies. | Only the eligible £80 business portion belongs in business costs. Exclude the £20 personal purchase, and check that importing both the bank transaction and the receipt has not counted the spending twice. |
| £200 received, then £400 £600 of agreed fees covered by the payments | Keep the supporting invoices and payment breakdown for an agency payment covering several assessments. Match each receipt to the work it settles during your review. | Together the receipts settle £600. Do not count the same invoice and payment twice. Keep unpaid balances and any credits identifiable, and follow your accounting method for when income is recorded. |
Keep supporting documents alongside your figures, review business use and apply your accounting method consistently. HMRC: keeping business records ↗
The costs behind your work
Six expenses worth
keeping records for.
Examples for domestic energy assessors. Claim only eligible business costs; mixed use, equipment and your accounting method can change the treatment.
Assessment software
Professional insurance
Measuring equipment
Accreditation fees
Business-use phone costs
Eligible property-visit travel
One thing to watch
Keep a usable record of property visits
A fuel receipt alone does not explain which journeys were business trips. Retain dates, destinations and the business purpose of visits, and apply your chosen vehicle-cost method consistently.
HMRC: car, van and travel expenses ↗Fit the admin around the work
A routine around your domestic energy assessments.
Upload software and accreditation invoices, record business journeys and reconcile direct bookings with agency statements.
Capture the supporting documents
Upload receipts or invoices for assessment software and business consumables. Keep the date, supplier and amount legible, and distinguish inspection stationery from personal printing supplies.
How document capture works →Reconcile your domestic energy assessments payments
Review each customer receipt against the work it covers. Keep the breakdown for an agency payment covering several assessments available alongside the bank entry, so fees, refunds or timing differences can be explained.
How bank review works →Review before you submit
Review Avona AI’s suggested categories, check that your domestic energy assessments income is complete, and remove duplicate or personal spending. Keep the evidence for an agency payment covering several assessments ready for your annual-return review too.
Before you get started
Questions from domestic energy assessors.
Does MTD apply to everyone in this profession?
No. This page covers domestic energy assessors working as sole traders. Your start date depends on combined qualifying self-employment and property income before expenses, and any exemptions. Employment and limited-company work have different reporting arrangements.
How should I reconcile several property visits in one agency payment?
Keep the remittance breakdown against the completed assessments. Identify unpaid visits and adjustments rather than allocating the whole transfer to a single property.
How do I record an agency payment covering several assessments?
Example: £200 received, then £400 (£600 of agreed fees covered by the payments). Together the receipts settle £600. Do not count the same invoice and payment twice. Keep unpaid balances and any credits identifiable, and follow your accounting method for when income is recorded.
Which bookkeeping issue should I watch for?
Keep a usable record of property visits. A fuel receipt alone does not explain which journeys were business trips. Retain dates, destinations and the business purpose of visits, and apply your chosen vehicle-cost method consistently.
Can I keep using my existing spreadsheet?
Yes. Bring your domestic energy assessments income records and evidence of assessment software and business consumables into Avona using supported spreadsheet uploads. Check dates, categories, personal spending and duplicates against the original documents before you approve the records.
Do quarterly updates complete my annual tax return?
No. You still need the annual tax return and any relevant adjustments or other income. HMRC currently lists annual-return items including PAYE income, interest, dividends and pensions as in development for Avona. Confirm support for your own income sources and circumstances before relying on Avona for the annual return.
Built for the way you earn
Improve the efficiency of your assessment admin.
Choosing Avona
Your questions, answered.
Can I create customer invoices?
Yes. You can create customer invoices with Avona Pro.
What if I am VAT-registered?
Full VAT accounting is available with Avona Pro, so you can manage your VAT-registered business with Avona.
Can my accountant review my records?
Yes. You can connect your Avona account to your bookkeeper or accountant so they can review your records.
Can I use my phone on site?
Yes. Every feature has a mobile-friendly version, so you can manage your accounts from your phone while you are on the move.
Can I keep using my personal bank account?
Yes. Avona supports Open Banking connections and PDF bank statement uploads. You can clearly separate personal and business transactions to keep your business records organised.