Kletta the accounting toolkit for Sole Traders.
Every day as a small business is better with Kletta.
From keeping track of expenses and travel, to easy invoicing and taking payments. Kletta gives visibility and control of your cashflow at all times giving you the business insights you've always wanted and the support every small business owner needs. We have your record keeping covered making your Income Tax Self assessment, ITSA tax return simple to complete.
Testimonials.
Marc Wigley, the Gardener
Midlands, United Kigndom
At Midlands, Marc the Gardener loves the fact that the Kletta App enables him to manage his business finances easily whilst on the move.
It includes the ability to record mileage accurately, snap photographs of receipts, instantly issue an invoice to a customer, and if necessary get paid immediately with card payment.
With Kletta help and support when needed I do know how much to save regularly to meet my income tax bill. I highly recommend Kletta.
With best wishes,
Marc Wigley
Run your business better with Kletta:
- you have your office in your back pocket.
Download now & start using Kletta:
Support videos
1 | Chat with accountant
Easy to chat with your accountant.
2 | Create or delete cash sale
Easy to create cash sale or delete cash sale from records.
3 | Create & send invoice
Easy to create & send invoices.
4 | Create & send CIS invoice
Working under construction industry scheme, CIS legislation? It is easy to create and send CIS invoices with Kletta app.
5 | Connect bank account
Easy to connect your bank account and let Kletta keep your records automatically up-to-date.
6 | Create income from bank transaction
Easy to record income from bank transaction.
7 | Record expense from bank transaction
Easy to record expense from bank transactions for record keeping.
8 | Create new service or product
Easy to create a service or add a product for sales invoicing.
9 | Claim mileage & set up vehicle
Easy to setup your vehicle and claim mileage.
10 | Track mileage
Easy to track mileage.
11 | Delete mileage
Easy to delete mileage.
12 | Delete expences receipt
Easy to delete expense receipt from your records.
13 | Delete invoice
Easy to delete invoice from sales records.
14 | Edit invoice
Easy to edit invoice.
15 | Invitation & onboarding
Easy to invite sole traders for accountant and for sole trader it is easy to onboard and start using the Kletta app.
16 | Invoice registered paid
Easy to mark and register invoice paid for record keeping.
17 | Reconsile invoice
Easy to reconcile invoices with Kletta app.
18 | Record expence from bank transaction
Easy to create and record expense from bank transactions.
NOTE: Recording from bank transactions is possible after connecting bank account to Kletta.
19 | Record income from bank transaction
Easy to record income from bank transactions.
NOTE: Recording from bank transactions is possible after connecting bank account to Kletta.
20 | Record income without invoice
Easy to record income without invoice from bank transactions.
NOTE: Recording from bank transactions is possible after connecting bank account to Kletta.
21 | Review settings
Easy to review settings in the Kletta app.
22 | Scan and claim expense receipt
Easy to scan receipt and claim expense automatically for records keeping and for income tax & self assessment filing.
23 | Set up vehicle & claim mileage
Easy to setup your vehicle and claim mileage.
24 | Scan or upload expense receipt
Easy to scan or upload expense receipt for record keeping.
25 | Sole trader invitation & onboarding
Easy to invite for accountant and onboard for sole trader to the Kletta solution.
FAQ
1 | What type of businesses I need to support?
You need to be a non-VAT registered Sole Trader, and for those filing a Self-Assessment Tax Return through the App, you need to be filing in the UK. We are working hard to extend our support for those needing to be VAT registered, and for the owners of Limited Companies.
2 | How do I open an account with Kletta?
Getting started with Kletta is easy. Click “Join the Waitlist” or “Sign up” to get a free 30-day trial. You'll need a working phone number to begin with so that we can text you an access code. We use phone verification to make sure that you're a real person and to filter out bad actors. It not only simplifies the registration process but also prevents fraud and delivers secure account recovery.
3 | Which accounting method does Kletta support?
Kletta is currently supporting Cash Basis accounting only.
‘Cash basis’ is a preferred way to work out your income and expenses for self-employed. With cash basis, income and expenses are recorded only when you’ve actually received and paid the due money.
4 | Why use cash basis?
If you run a small business, cash basis accounting may suit you better than traditional accounting.
This is because you only need to declare money when it comes in and out of your business. At the end of the tax year, you won’t have to pay Income Tax on money you didn’t receive in your accounting period.
5 | Who can use cash basis?
You can use cash basis if you:
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run a small self-employed business, for example: sole trader or partnership
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have a turnover of £150,000 or less a year
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If you have more than one business, you must use cash basis for all your businesses. The combined turnover from your businesses must be less than £150,000.
Kletta shall be expanded to support traditional accounting and Limited company in the near future.
6 | How can I generate and send invoices?
Kletta offers you a Point-of-sale system specifically designed for service-based businesses. Kletta makes it painlessly easy to add products and services and generate professional-looking estimates and invoices and automatically send them to your clients. With Kletta, now you can invoice your clients anywhere, anytime.
7 | Can I capture and record expenses?
Kletta lets you submit expenses on the go. You can simply capture a picture of the receipt and Kletta will extract all necessary information for expenses recording, sort them by category and generate monthly reports.
8 | Track or claim mileage?
All business miles are deductible on your tax return.
Kletta lets you track your mileage with virtually no effort. You can automatically track your mileage when you are on the go or you can manually enter origins and destinations of your past trips. All your travel information will be archived and recorded accurately, every time.
9 | What records can you export from Kletta?
Kletta makes it easy for you to review, revise your business performance whether for review before submitting to the tax office or for business analysis or to consult an accountant. You can easily extract income and expenses reports from your account and have them sent to your email instantly anywhere, anytime.
10 | Setting up Tax Profile
Your Tax estimate is only as accurate as of the information you input to the app. By completing the Tax Profile, you are helping Kletta to have a better estimate of your tax position and hence you can have a better overview of your self-employed business.
11 | What is Tax Estimate and Take-home Pay?
Gone are the days of headache-causing self-assessment tax return deadlines. With Kletta’s automated bookkeeping, you can now know a rough estimate of your tax liability up-to-date and how much you actually earn after tax.
Please bear in mind that your tax estimate is only as accurate as of the information you input to the app and might be different from the HMRC final figure as every taxpayers' circumstances are different, but it can be served as a quick and general overview of your tax position.
12 | Is Kletta app ready for Making Tax Digital?
Kletta is designed to be compatible with Income Tax MTD, which means Kletta can keep your records and submit returns to HMRC via their Application Programming Interface. We are working hard with HMRC on final testings to have Kletta fully integrated.
13 | How does Kletta handle my data?
Safety should be a concern whenever you hand over your financial data to another party. With a number of recent attacks and security breaches at financial institutions, users are right to keep a watchful eye on their sensitive personal information. Here at Kletta, we leverage a number of security measures to keep your data secure, including two-factor authentication, passwords, and Touch ID/Face ID.
14 | Is Kletta compliant with the GDPR?
Kletta makes every effort to comply with the EU's General Data Protection Regulation (GDPR), which came into effect in May 2018. The GDPR aims to provide EU citizens and residents more control over how organizations handle, store, and use their personal data. We recognize that you're placing a great deal of trust in us by providing access to your financial information. We promise to safeguard this information to the best of our abilities. In addition, we promise never to give your data to a third party without your explicit consent. We'll only send you communication that you've agreed to receive, and that is relevant and engaging for your needs as a small business.