Professional services & education
MTD software for project managers.
Make tax records a manageable milestone.
Site meetings, delivery work and interim contracts can leave your own administration last on the plan. Avona helps freelance project managers keep fees, travel and professional overheads ready for review.
- Who it is for
- Project managers 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.
Consistent day rates and retainer work can quickly create substantial gross income. Your contract margin after travel and subscriptions is different from the MTD turnover measure.
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 project-coordination assignment.
Bring the evidence into Avona, review the suggested categories and check the figures before submitting. These three examples show the records behind your project-coordination assignment, shared purchases and milestone payments for a project assignment.
| What you bring | How you use Avona | What you check |
|---|---|---|
| £1,800 for your project-coordination assignment £230 spent on project software and meeting-room hire | Connect your bank or import the payment, then upload the invoice or receipt for project software and meeting-room hire. Review the income and the purchase as separate records. | Keep £1,800 as the sale and the £230 cost separately. The £1,570 left after this cost is not turnover. Check that the spending is eligible for your business. |
| £100 mixed purchase £80 for materials for a project workshop; £20 for personal office accessories | Upload the itemised receipt and review the suggested category. Identify materials for a project workshop separately from personal office accessories. | 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 milestone payments for a project 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 project managers. Claim only eligible business costs; mixed use, equipment and your accounting method can change the treatment.
Relevant APM or PMI fees
Eligible project-site travel
Professional indemnity insurance
Business mobile costs
Business laptop equipment
Project software subscriptions
One thing to watch
Different sites do not make every journey allowable
Keep dates, destinations and reasons for travel. Journeys to a normal workplace and private trips need different consideration from qualifying business travel.
HMRC: car, van and travel expenses ↗Fit the admin around the work
A routine around your project-coordination assignment.
Capture project receipts, review contract payments and keep a journey record so the quarterly review becomes a planned task rather than an overdue project.
Capture the supporting documents
Upload receipts or invoices for project software and meeting-room hire. Keep the date, supplier and amount legible, and distinguish materials for a project workshop from personal office accessories.
How document capture works →Reconcile your project-coordination assignment payments
Review each customer receipt against the work it covers. Keep the breakdown for milestone payments for a project 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 project-coordination assignment income is complete, and remove duplicate or personal spending. Keep the evidence for milestone payments for a project assignment ready for your annual-return review too.
Before you get started
Questions from project managers.
Does MTD apply to everyone in this profession?
No. This page covers project managers 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.
What evidence supports travel to client sites?
Keep dates, destinations and the business purpose of journeys alongside receipts. Check the eligibility and chosen travel-cost method rather than relying on fuel payments alone.
How do I record milestone payments for a project 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?
Different sites do not make every journey allowable. Keep dates, destinations and reasons for travel. Journeys to a normal workplace and private trips need different consideration from qualifying business travel.
Can I keep using my existing spreadsheet?
Yes. Bring your project-coordination assignment income records and evidence of project software and meeting-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
Put your tax records on the project plan.
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.