Health, beauty & wellness
MTD software for physiotherapists.
Keep financial admin out of clinical time.
Private consultations, clinic rent and insurer reimbursements need organised records alongside a busy caseload. Avona helps you track practice income and overheads without putting patient notes into your bookkeeping.
- Who it is for
- Physiotherapists 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 patient fees and insurer-funded work contribute to practice turnover. Room hire, consumables and professional costs do not reduce the gross-income threshold.
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 private clinic appointments.
Bring the evidence into Avona, review the suggested categories and check the figures before submitting. These three examples show the records behind your private clinic appointments, shared purchases and a refunded physiotherapy appointment.
| What you bring | How you use Avona | What you check |
|---|---|---|
| £510 for your private clinic appointments £125 spent on clinic room hire | Connect your bank or import the payment, then upload the invoice or receipt for clinic room hire. Review the income and the purchase as separate records. | Keep £510 as the sale and the £125 cost separately. The £385 left after this cost is not turnover. Check that the spending is eligible for your business. |
| £100 mixed purchase £80 for clinical supplies for appointments; £20 for personal health products | Upload the itemised receipt and review the suggested category. Identify clinical supplies for appointments separately from personal health products. | 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. |
| £30 returned to a customer Against an earlier £120 fee | Keep the agreement and repayment evidence for a refunded physiotherapy appointment. Review the original receipt and the refund together. | The payment history now shows £90 retained. Keep the original fee and the £30 refund identifiable, applying your accounting method, rather than recording the repayment as a supplier purchase. |
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 physiotherapists. Claim only eligible business costs; mixed use, equipment and your accounting method can change the treatment.
CSP membership
HCPC renewal fees
Clinic room hire
Treatment consumables
Professional indemnity insurance
Practice administration software
One thing to watch
Keep patient details out of expense evidence
Use only the information needed to support financial records. Clinical notes and diagnoses belong in your clinical system, not attached to a bank transaction or receipt.
HMRC: keeping business records ↗Fit the admin around the work
A routine around your private clinic appointments.
Bring consultation and insurer payments into a clear cashbook, review room and registration fees, and leave sensitive treatment information in the appropriate system.
Capture the supporting documents
Upload receipts or invoices for clinic room hire. Keep the date, supplier and amount legible, and distinguish clinical supplies for appointments from personal health products.
How document capture works →Reconcile your private clinic appointments payments
Review each customer receipt against the work it covers. Keep the breakdown for a refunded physiotherapy appointment 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 private clinic appointments income is complete, and remove duplicate or personal spending. Keep the evidence for a refunded physiotherapy appointment ready for your annual-return review too.
Before you get started
Questions from physiotherapists.
Does MTD apply to everyone in this profession?
No. This page covers physiotherapists 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.
Should I upload a patient's clinical notes with their payment?
Use the financial evidence needed to explain the payment, with a suitable reference. Keep diagnoses, clinical histories and treatment notes in your dedicated patient-record system.
How do I record a refunded physiotherapy appointment?
Example: £30 returned to a customer (against an earlier £120 fee). The payment history now shows £90 retained. Keep the original fee and the £30 refund identifiable, applying your accounting method, rather than recording the repayment as a supplier purchase.
Which bookkeeping issue should I watch for?
Keep patient details out of expense evidence. Use only the information needed to support financial records. Clinical notes and diagnoses belong in your clinical system, not attached to a bank transaction or receipt.
Can I keep using my existing spreadsheet?
Yes. Bring your private clinic appointments income records and evidence of clinic room 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
Organise your physiotherapy practice finances.
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.