What’s new in Tolvi

Self AssessmentMore supplementary pages, including foreign, trusts, capital gains and residence.

Self AssessmentThe tax so far updates as you type, and your work saves itself.

Self AssessmentDownload an SA302, or the full return in the style of HMRC’s forms.

AccountsFull FRS 102, LLP, sole trader and partnership accounts, and charity accounts, with Word and tagged downloads for companies and LLPs. Tolvi doesn’t file them yet.

Corporation TaxCT600L, C, E, J and M, amendments, and group relief between clients.

Self AssessmentSA800 and SA900 returns, with R185 statements. Filing from Tolvi isn’t open yet.

HubAll work, notifications across products, and Bring your practice to Tolvi, to import your clients and opening figures.

BooksA Training and courses category for new businesses, which existing businesses can add under Accounts.

BooksA receipt or bill is now read line by line, each line with a suggested category, and anything Tolvi isn’t sure of is highlighted for you to check.

All of TolviOne sign-in: sign in at app.tolvi.co.uk and Tolvi opens whichever you use, your firm or your Tolvi Books, without asking for your password twice.

BooksDelete a receipt that isn’t in your books.

BooksPurchases, with bills, suppliers, part payments, supplier credits and paying from the bank.

BooksRepeating invoices, and statements you can download or email to a customer.

BooksA getting started list, and starting balances that bring forward unpaid invoices and bills.

BooksCash flow by month, self-employment page totals, and this month in a sentence on Home.

BooksVAT return reminders, and match a payment to HMRC to the return it pays.

BooksMove between monthly and annual plans yourself.

BooksPractices can pay for a client’s Tolvi Books without a Tolvi plan of their own.

BooksStart a client’s Tolvi Books from the final trial balance of their approved year end.

BooksThe photo of a receipt now shows when you check it.

All of TolviA plan started on the 29th to 31st of a month now renews on the right date.

BooksA bill in another currency no longer fills in its amount as pounds.

BooksA receipt in another currency that you paid yourself now asks what it cost in pounds.

All of TolviAccount codes in suggestions and sync explanations are the code alone, so they match your accounts.

Working PapersWorking Papers keeps the client’s own chart of accounts, so section C and journals use its real account codes.

All of TolviThe Admin console has an audit log.

Working PapersA reviewer can raise a review point straight from a section that has none yet.

Working PapersA signed-off file now has to be reopened before its trial balance or sign-offs can change.

Working PapersThe PDF index names the reviewer, not the manager, as “Reviewed by”.

Working PapersA work programme step counts only files that have been scanned.

All of TolviInvitations say when one is for someone else, or when you’re already in the firm.

All of TolviSet-up sheets ask before discarding what you’ve typed.

All of TolviDowngrades show one renewal date everywhere.

Self AssessmentThe import wizard, self assessment review and client profile read properly on a phone.

MeetingsClient pickers work with a mouse, and follow-ups are filed when you finish.

All of TolviProduct tours stop when you leave their app.

All of TolviBetter colour contrast on hover states and success labels.

All of TolviSearch across Tolvi with ⌘K.

All of TolviOne sign-in for every Tolvi product, with an app switcher and an Admin console for people and plans.

All of TolviA five-step set-up wizard for new firms that saves as it goes.

All of TolviMy notifications for everyone in the firm.

Working PapersPreviews before journals, the tax journal and other consequential actions.

Working PapersA warning when you add a client who may already exist.

Working PapersThe PDF now casts and agrees with sections C, T and Z.

Corporation TaxCorporation tax is worked out per accounting period for periods longer than 12 months.

Working PapersTrial balance import: the Debit/Credit column decides the side, and nil accounts need no mapping.

All of TolviInvitation links still work if the sign-in ticket has already been used.

All of TolviNo more blank page if a release lands while you’re using Tolvi.

Working PapersEvidence uploads show every state honestly, and failed uploads can be retried.

All of TolviWhen Tolvi is busy, it retries in place rather than clearing the page.

All of TolviWide tables fit a laptop screen and scroll on phones.

Working PapersAn Unassigned view in the Work queue.

Working PapersReviewers can post, unpost and delete journals.

Self AssessmentSelf assessment deadlines follow the tax year of the period end.

Working PapersOne rule decides when a year-end file is at risk, everywhere it’s shown.

All of TolviDeveloper documentation, with the API reference, on the website.

Working PapersA bank reconciliation and journal drafts in the year-end file.

Working PapersA clear banner on draft PDFs, and sign-off wording that follows the stage.

All of TolviSigning in always asks for your email and password.

Working PapersThe Work queue remembers your view in its address, so a link or refresh keeps it.

Working PapersOverlapping year-end file periods are refused.

All of TolviBetter contrast, focus outlines and minimum text sizes.

Self AssessmentSelf assessment for sole traders, partnerships and LLPs.

Working PapersExport the whole working paper file as a PDF.

Working PapersRoll a year forward with last year’s final trial balance, register, tax and notes.

Working PapersReconciliations for PAYE and NI, pensions, CIS, loans and the director’s loan account.

Working PapersImport your clients from your practice’s Xero.

Working PapersA client profile with the year-end team, review points and remembered mappings.

All of TolviA welcome tour and a Getting started checklist.

All of TolviManage webhooks in Settings.

All of TolviSigning up now takes you through multi-factor set-up, rather than leaving you half signed in.

Working PapersYear-end file screens, with Clients and Settings.

Working PapersImport a trial balance from Excel, add a client and start a year-end file.

Working PapersThe fixed asset register, in section C.

Working PapersNotification emails, a daily digest and deadline reminders.

Working PapersConnect a client’s accounting software and pull its trial balance.

Working PapersA sign-off check, and Sync health to see what has changed since.

All of TolviFirm sign-up with multi-factor sign-in.

All of TolviTolvi AI, and subscription plans.

Working PapersThe Work queue: every year-end file and where it stands, in one place.

Working PapersThe first corporation tax, sole trader, partnership and deferred tax calculations, and fixed asset calculations.

All of TolviA public API for practices that want to build on Tolvi.