Professional services & education
MTD software for health and safety consultants.
Review the risks. Keep your business records in order.
Site inspections, policy work and training assignments can leave paperwork spread across clients and locations. Avona helps independent health and safety consultants organise the financial evidence.
- Who it is for
- Health and safety consultants 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.
Day-rate visits, report fees and client workshops may all form part of your consultancy income. Keep each service’s receipts visible alongside travel and preparation costs.
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 workplace safety review.
Bring the evidence into Avona, review the suggested categories and check the figures before submitting. These three examples show the records behind your workplace safety review, shared purchases and payments for a safety-review assignment.
| What you bring | How you use Avona | What you check |
|---|---|---|
| £950 for your workplace safety review £140 spent on inspection-equipment hire | Connect your bank or import the payment, then upload the invoice or receipt for inspection-equipment hire. Review the income and the purchase as separate records. | Keep £950 as the sale and the £140 cost separately. The £810 left after this cost is not turnover. Check that the spending is eligible for your business. |
| £100 mixed purchase £80 for protective supplies for site visits; £20 for equipment for personal DIY | Upload the itemised receipt and review the suggested category. Identify protective supplies for site visits separately from equipment for personal DIY. | 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 payments for a safety-review assignment. 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 health and safety consultants. Claim only eligible business costs; mixed use, equipment and your accounting method can change the treatment.
Professional insurance
Inspection equipment
Protective site clothing
Business software
Technical reference materials
Eligible site-visit travel
One thing to watch
Keep site kit distinct from ordinary office clothes
Protective equipment bought for inspections may qualify differently from a suit worn to client meetings. Retain itemised receipts so clothing is reviewed on its purpose and eligibility.
HMRC: clothing expenses ↗Fit the admin around the work
A routine around your workplace safety review.
Upload inspection and travel receipts after each assignment, then reconcile consultancy payments against your invoices.
Capture the supporting documents
Upload receipts or invoices for inspection-equipment hire. Keep the date, supplier and amount legible, and distinguish protective supplies for site visits from equipment for personal DIY.
How document capture works →Reconcile your workplace safety review payments
Review each customer receipt against the work it covers. Keep the breakdown for payments for a safety-review assignment 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 workplace safety review income is complete, and remove duplicate or personal spending. Keep the evidence for payments for a safety-review assignment ready for your annual-return review too.
Before you get started
Questions from health and safety consultants.
Does MTD apply to everyone in this profession?
No. This page covers health and safety consultants 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.
Does every item worn on a site visit qualify as protective clothing?
No. Keep genuine protective kit distinct from ordinary clothing. A client meeting or site visit does not alone make an everyday outfit deductible.
How do I record payments for a safety-review assignment?
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 site kit distinct from ordinary office clothes. Protective equipment bought for inspections may qualify differently from a suit worn to client meetings. Retain itemised receipts so clothing is reviewed on its purpose and eligibility.
Can I keep using my existing spreadsheet?
Yes. Bring your workplace safety review income records and evidence of inspection-equipment hire 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
Give your consultancy books a clearer structure.
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.