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Settings · Octotax for Accountants

Client tools

Calculators and trackers you can switch on for clients: VAT threshold, MTD readiness, mileage, use of home and more.

  1. In Settings → General → Client tools, switch on the tools you want clients to have.
  2. Clients find them under Tools in their client area. You can see their mileage log and VAT tracker on the client's Client area tab.

The tools use 2026/27 rates and are illustrations. Each has a "Talk to us first" button that sends you a message.

Still stuck?

Contact support: [email protected], we aim to reply within one working day.