Professional services & education
MTD software for independent inventory clerks.
Document the property. Keep your own records complete.
Check-ins, check-outs and mid-tenancy inspections generate a steady flow of agent and landlord payments. Avona helps independent inventory clerks organise their business income and costs.
- Who it is for
- Independent inventory clerks 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.
A letting agent’s monthly payment may settle several visits at once. Keep the supporting breakdown so every inventory, inspection and checkout fee can be reconciled.
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 inventory inspections.
Bring the evidence into Avona, review the suggested categories and check the figures before submitting. These three examples show the records behind your inventory inspections, shared purchases and a letting-agent payment for several inventories.
| What you bring | How you use Avona | What you check |
|---|---|---|
| £480 for your inventory inspections £85 spent on inventory software and report supplies | Connect your bank or import the payment, then upload the invoice or receipt for inventory software and report supplies. Review the income and the purchase as separate records. | Keep £480 as the sale and the £85 cost separately. The £395 left after this cost is not turnover. Check that the spending is eligible for your business. |
| £100 mixed purchase £80 for materials used for inventory reports; £20 for stationery for personal use | Upload the itemised receipt and review the suggested category. Identify materials used for inventory reports separately from stationery for personal use. | 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 a letting-agent payment for several inventories. 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 independent inventory clerks. Claim only eligible business costs; mixed use, equipment and your accounting method can change the treatment.
Inventory-report software
Business-use camera costs
Professional insurance
Business-use phone costs
Eligible property-visit travel
Business stationery
One thing to watch
One agency payment can cover several jobs
Retain the remittance breakdown rather than allocating the entire receipt to one property. It helps identify unpaid visits, adjustments and amounts carried into the next payment run.
HMRC: keeping business records ↗Fit the admin around the work
A routine around your inventory inspections.
Upload report-software invoices and reconcile each agent’s statement against the visit list before reviewing the bank transactions.
Capture the supporting documents
Upload receipts or invoices for inventory software and report supplies. Keep the date, supplier and amount legible, and distinguish materials used for inventory reports from stationery for personal use.
How document capture works →Reconcile your inventory inspections payments
Review each customer receipt against the work it covers. Keep the breakdown for a letting-agent payment for several inventories 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 inventory inspections income is complete, and remove duplicate or personal spending. Keep the evidence for a letting-agent payment for several inventories ready for your annual-return review too.
Before you get started
Questions from independent inventory clerks.
Does MTD apply to everyone in this profession?
No. This page covers independent inventory clerks 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 an agency statement replace my visit records?
Keep both. The statement explains the payment, while the visit list helps identify omitted appointments, credits and amounts carried into the next payment run.
How do I record a letting-agent payment for several inventories?
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?
One agency payment can cover several jobs. Retain the remittance breakdown rather than allocating the entire receipt to one property. It helps identify unpaid visits, adjustments and amounts carried into the next payment run.
Can I keep using my existing spreadsheet?
Yes. Bring your inventory inspections income records and evidence of inventory software and report supplies 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
Check in with clearer inventory-business books.
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.