Connecting HMRC
How to connect Work Planner to HMRC to send your VAT returns and Income Tax updates under Making Tax Digital, what the connection lets it do, connecting again every 18 months, and disconnecting.
Read article: Connecting HMRCSettings help
Help for Settings in Work Planner.
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Articles
Accounts and Tax Settings
How Settings › Accounts & tax sets your business up for its accounts and tax as one checklist: your business type and currency, financial year, when income counts, VAT, your payment terms for invoices, the tax categories for your expenses, your Income Tax details, HMRC and your accountant.
Read article: Accounts and Tax SettingsExport Your Data
Download your customers and jobs as a spreadsheet, or everything in one ZIP file, to keep a copy of your records or move them to other software.
Read article: Export Your DataTwo-Factor Authentication
How to turn on two-factor authentication, sign in with a code from your authenticator app, use recovery codes, and answer the reminder after signing in.
Read article: Two-Factor AuthenticationDaily Summary
See what is on for the day each morning, and how it went each evening, across all your businesses.
Read article: Daily SummaryNotification Settings
Choose what Work Planner notifies you about, set quiet hours, and turn on notifications for your phone or browser.
Read article: Notification SettingsTerminology
How to rename the job-collection wording across Work Planner and what changes when you save a custom term.
Read article: TerminologySMS Settings
How the SMS settings page shows the number your texts go from, lets you choose one of your own numbers, explains the 4.5p SMS credit rate, and how replies are handled without using credits.
Read article: SMS SettingsPasskeys
How to add and remove passkeys for passwordless sign-in, and what the warnings on the passkeys page mean.
Read article: PasskeysProfile
How the Profile page works, what you can change there, and which actions are personal versus business-wide.
Read article: ProfileSettings Overview
How the Settings page is grouped, what each section is for, and how the main menu opens it at a section.
Read article: Settings Overview