Welcome to our Getting Started guide – designed to be an interactive introduction to your MalgraBooks Package!
To navigate between sections, simply select the option on the tabs above.
We recommend using a desktop or laptop to navigate, and as always, use Google Chrome or a modern browser (not Internet Explorer).
You’ll receive a copy of your Client Dashboard ‘Get Started’ guide with your membership documents. We’ve summarised some of the sections below so that you can get started without delay.
We’ve collated all of the files you need into this one document below – just click the link and you’ll have a full folder of documents ready to use!
It’s difficult for us to use different types of language within our operations. For example, the word ‘Account’ may refer to ‘accounting’ (the recording of how your business or self employment is going), your ‘personal information’ account (such as your name, date of birth, address, etc), and also your ‘business accounts’ (which is similar to your accounting but at the same time is slightly different!)
To help, we use the below definitions to explain different parts of our system.
- Business Dashboard: This is where we keep records of your packages which you have with MalgraBooks. There is a different package for each financial year, as HMRC run on a 6 April – 5 April year. Therefore your Business Dashboard is where you will find details of the information HMRC need, such as your income (PFS Documents) and expenses.
- Client Dashboard: This is where we hold information about you – such as your name, date of birth and address. We also hold some information here which HMRC need (and may rarely change), such as your National Insurance Number, details of your marital status or any other employment. We’re required to keep this up to date, so you’ll be taken to your Client Dashboard when you first login, but can access your Accounts Dashboard from the same place.
Note: Some of our older literature may refer to different names. From 2020, we’re trying to simplify the names we use, to make it easier – especially as we introduce new systems and techniques to make your accounting (that being your self employed business!) as easy as possible to administer.