Accounts & reporting
Tax season shouldn't mean a frantic weekend digging through receipts and bank statements. EventPlan keeps a running record of your income and expenditure throughout the year so when self-assessment comes around, everything is already there.
Log every payment in or out against a date, description, and booking reference where relevant. Each entry is classified as income or expenditure, and you can search and filter across any date range. Payments linked to bookings feed through from the booking record automatically — no double-entry.
The payments due screen shows everything currently owed — deposits not yet received, balances outstanding, and any cancellation fees triggered. Log a payment directly from this screen, snooze a reminder if a payment is in progress, or mark a cancellation fee as not applicable. Nothing gets forgotten.
When a booking is confirmed, the expected deposit and balance are tracked automatically against the booking cost. EventPlan flags overdue deposits so you know which clients still need to pay.
Create a professional PDF invoice for any client directly from their booking record. Client details, booking information, and costs pull through automatically — you just review and send. All invoices are stored and viewable at any time.
Log mileage either against a specific booking or as a standalone entry. The tax dashboard calculates your mileage allowance at the current HMRC rate and deducts it from your taxable profit — so every event you drive to is working for you at tax time. Search mileage by date range and view a full breakdown for any period.
The tax dashboard brings together your full picture for any tax year — income, expenditure, mileage allowance, and any additional allowances — and calculates your total profit in one screen. Switch between tax years to compare, drill into a breakdown of any figure, and add custom allowances for equipment purchases, professional subscriptions, and more. It runs from 6 April to 5 April to match the UK tax year.
See what payments are expected over the current and next tax year, broken down by booking. The forecast shows the amount due, how much has already been paid, and the outstanding balance for each booking — so you always know what's coming in and when.
Log allowable expenses that aren't captured as regular payments — choose from a list of common allowance types including equipment, professional subscriptions, training costs, and more. Each allowance is added against a specific tax year and factored into your profit calculation automatically.
EventPlan is building direct integration with HMRC's Making Tax Digital service. Once live, you'll be able to view your VAT and Income Tax obligations, submit quarterly ITSA updates with figures pre-filled from your EventPlan records, and handle your final declaration — all without leaving the system.
Accounts and reporting is part of the EventPlan basic package — no extra cost.
