01 The apps
A start page and five apps
Each app does one part of a practice's work well, and they share one client list and one data file. The screenshots show the fictitious demonstration data that comes with the suite.
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01
Start pageFull Compass Accountancy Suite
Where the day starts: the practice's clients across every app, what is due, and each app one click away, opened on the client you are looking at.
- New Client: a company's, partnership's or sole trader's details entered once and set up in the apps you tick.
- Deadlines for the whole practice: accounts to Companies House, company tax returns and corporation tax, Self Assessment returns and payments, and payroll submissions, each showing how its date is worked out.
- A card for each client, showing what every app holds for them.
- Users and sign-in shared by the apps, with each person's apps and clients.
- Backup and restore of the data file, and updates for every app.
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02
Accounts productionFull Compass Accounts
Year-end accounts from the trial balance, on charts of accounts for limited companies, sole traders, partnerships and farms.
- Posting entries, journals, opening balances brought forward, and the trial balance and nominal ledger.
- Statutory accounts for companies: micro-entity (FRS 105), small (FRS 102 Section 1A), dormant, and the filleted copy for Companies House. FRS 102 in full, for larger companies, is being added.
- Accounts for sole traders and partnerships, management reports and lead schedules.
- Accounts in iXBRL, and filing at Companies House: now with Companies House's test service, and its live service once Companies House has approved the software.
- Every report on A4, to print, save as PDF, or export to Word or Excel.
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03
Bookkeeping and VATFull Compass Books
Bookkeeping and VAT returns for the practice's clients, kept on the client's own Accounts chart, so the year-end trial balance goes straight into the accounts, line for line.
- Customers and suppliers, invoices, credit notes, bills, receipts and payments, bank accounts and journals.
- VAT returns worked out from the books, with cash accounting, the flat rate scheme, annual accounting, reverse charges, partial exemption and bad debt relief.
- Making Tax Digital for VAT is built, and is being tested before it is used with HMRC.
- Profit and loss, balance sheet, aged debtors and creditors, a cash flow planner and management packs, with exports to Excel and CSV.
- Posted entries are never changed or deleted: corrections are made by reversal, void or credit note, so the audit trail stays whole.
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04
Corporation taxFull Compass Business Tax
Corporation tax computations and returns, taken from the accounts, with a warning whenever the accounts change after the figures were taken.
- Adjustments to profit, capital allowances (pools, the annual investment allowance, full expensing and first-year allowances, structures and buildings), losses and group relief.
- Chargeable gains, loans to participators, research and development and creative industry reliefs.
- The CT600 and its supplementary pages, printed as HMRC's form, and the online return with the computation in iXBRL, checked against HMRC's own schemas and rules. Online filing is being tested with HMRC's test service.
- Sole traders' self-employment pages and the partnership return, passed on to Personal Tax.
- Each company's corporation tax account, with payments, interest and quarterly instalments.
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05
Self AssessmentFull Compass Personal Tax
Self Assessment for individuals, sole traders and partners, from 2020-21 to 2026-27, each year on its own rules.
- The return and its supplementary pages: employment, self-employment, partnerships, property, savings and dividends, foreign income, capital gains, residence and more.
- Income tax at UK, Scottish and Welsh rates, Class 2 and Class 4 National Insurance, student loans, the High Income Child Benefit Charge and payments on account.
- Sole traders' and partners' figures taken from Business Tax, with a warning if the accounts change afterwards.
- Returns printed on HMRC's own forms, and online returns checked against HMRC's schemas. Online filing is being tested with HMRC's test service.
- Its calculations are checked against HMRC's own Self Assessment test cases.
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06
PayrollFull Compass Pay
Payroll for the practice's client companies and their directors, with each company linked to its client in the suite.
- PAYE, National Insurance and student loans for 2026-27, checked against HMRC's own test data.
- Weekly, fortnightly, four-weekly and monthly pay, directors' National Insurance, starters and leavers.
- Statutory sick, maternity, paternity, adoption, shared parental, bereavement and neonatal care pay.
- Workplace pensions and automatic enrolment.
- Full Payment Submissions and Employer Payment Summaries built to HMRC's specifications and checked with HMRC's own schemas; payslips, P45s, P60s, the P32 and payroll reports.
02 Try them
One setup, the apps you choose
The setup installs the start page and whichever apps you tick. You can add the others later from the start page's Tools menu.