Clean Quarterly Data From Your Trade Clients.
Your sole-trader plumbers, electricians and builders capture every job in TaskDrop straight from WhatsApp. Each quarter they submit their MTD ITSA quarterly update directly to HMRC. At year end, the Final Declaration stays with you — TaskDrop keeps the records clean and digital so the figures you work from are accurate and complete, not a shoebox.
The Problem with Trade Clients
Sole-trader tradespeople are some of the hardest clients to keep organised. They work on their phone, they invoice erratically (or not at all), their expenses are a mix of WhatsApp receipts and crumpled till slips, and their idea of record-keeping is a running total in their head.
The result lands on your desk every January — gaps, guesswork, and a client who can't tell you what they invoiced in October because they were busy in October. And from April 2026, MTD ITSA means that running total in their head is no longer enough: they have to keep digital records and file quarterly.
TaskDrop solves the data-capture problem. It lives in WhatsApp — the app already on your client's phone — and turns every job into a dated, sequentially numbered, VAT-calculated invoice in under 60 seconds through a simple button-based menu. Every expense and mileage claim is logged instantly. The records are digital, timestamped, and there when you need them.
Where TaskDrop stops, you start. TaskDrop handles digital record-keeping and the quarterly MTD ITSA updates. It deliberately does not do the year-end Final Declaration, capital allowances, loss relief, VAT returns, payroll or tax planning — the judgement-based work that needs a qualified accountant. Your client handles the routine quarterly filing themselves; you handle the year-end and the advice that actually requires your expertise.
What You Get When a Client Uses TaskDrop
Clean Digital Records
Every invoice, expense and mileage claim captured digitally at the point it happens — dated, categorised and MTD-compliant. No reconstruction at year-end. The data you build the Final Declaration from is accurate and complete.
Quarterly MTD ITSA Submission
From April 2026, sole traders over the MTD threshold must keep digital records and file quarterly. TaskDrop has direct quarterly MTD ITSA submission built and sandbox-tested; production credentials have been applied for. Once live, clients connect their HMRC account once and submit each quarter in a tap — no bridging software, no involvement needed from you for the quarterly update.
VAT Calculated Automatically
Every invoice includes the correct VAT calculation — 20% standard rate, shown separately. No reconciling rounding differences at year-end. VAT-registered clients get a full VAT invoice every time.
Mileage at HMRC Rates
Clients log site visits through the Money menu. Mileage is tracked at 45p/mile (first 10,000 miles) and 25p/mile thereafter — automatically, using the correct HMRC rates.
CIS Invoices Handled
For subcontractors under the Construction Industry Scheme — CIS deduction calculated on labour only, not materials, at the correct 20% / 30% rate. The invoice shows gross, deduction and net payable.
Sequential Invoice Numbers
Every invoice gets a unique sequential number automatically (INV-2026-001, INV-2026-002 etc.) — the format HMRC expects. No gaps, no duplicates, no manual numbering.
How It Works — Button-Based, No Typing
TaskDrop runs entirely through WhatsApp menus. Your client never has to type a command or learn an app. Everything is a tap:
After finishing a job, the client opens WhatsApp and taps through to create an invoice. TaskDrop asks a few quick questions — customer, job, amount — and generates a branded PDF in under 60 seconds.
Fuel receipt, tool purchase, PPE, a site visit — the client taps Money → Log expense or Log mileage, picks a category or enters the miles, and it's captured and dated immediately. No end-of-month scramble.
Each quarter, the client connects their HMRC account from the dashboard, reviews their cumulative income and expense figures, and submits the quarterly update directly to HMRC in one tap. £80 per submission, paid one-off via their banking app (GoCardless Instant Bank Pay — no Direct Debit mandate). This is the routine filing they no longer need to involve you in.
TaskDrop deliberately stops at the quarterly update. The year-end Final Declaration — where reliefs, capital allowances, losses and the client's wider circumstances come in — is yours. You work from a complete, clean digital record rather than a reconstruction, and finalise it through your own HMRC-recognised software.
Making Tax Digital — Where TaskDrop Fits
From April 2026, Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is mandatory for sole traders and landlords with qualifying income over £50,000. The threshold drops to £30,000 from April 2027.
MTD ITSA has two parts: four quarterly updates through the year, and a single Final Declaration at year end that replaces the old annual Self Assessment return.
TaskDrop handles the quarterly half — digital record-keeping plus the four quarterly submissions — and is built as an HMRC in-year product. The Final Declaration is intentionally left with you: it's where capital allowances, loss relief, other income and individual circumstances require professional judgement. That split keeps the routine filing off your desk while keeping the judgement-based work exactly where it belongs.
What this means for you: your trade clients keep clean digital records and handle their own quarterly updates — removing the data-capture and quarterly-filing burden. You focus on the Final Declaration, VAT returns, planning and advice. TaskDrop feeds your year-end process with accurate data; it doesn't try to replace your judgement.
Frequently Asked Questions from Accountants
Does TaskDrop replace accounting software?
No. TaskDrop captures income and expenses digitally and handles the quarterly MTD ITSA updates (built and sandbox-tested; production credentials applied for). It does not do bank reconciliation, P&L reporting, the year-end Final Declaration, corporation tax, payroll or VAT return filing. You continue to use your existing HMRC-recognised software for the year-end and those functions — TaskDrop keeps the underlying records clean so that work is faster.
Who files the year-end Final Declaration?
You do — or the client, through HMRC-recognised year-end software. TaskDrop is an in-year product by design: it submits the quarterly updates and deliberately stops short of the Final Declaration, because that's where reliefs, allowances, losses and individual circumstances need a qualified accountant. TaskDrop won't make those judgement calls; it gives you clean data to make them from.
What about VAT returns?
TaskDrop calculates and records VAT on every invoice automatically — 20% standard rate shown separately, VAT number printed on qualifying invoices. TaskDrop does not submit VAT returns; the VAT return is filed through your existing HMRC-recognised software as normal. MTD VAT is separate from MTD ITSA and is not part of TaskDrop.
How does it handle CIS?
For subcontractors under the Construction Industry Scheme, TaskDrop calculates the CIS deduction on labour only (not materials) at the correct rate — 20% for registered, 30% for unregistered. The invoice shows gross, deduction and net payable, giving you and your client the figures behind each CIS-affected invoice.
Is TaskDrop HMRC-recognised for MTD ITSA?
The quarterly MTD ITSA submission is built and has been sandbox-tested against HMRC's API. Production credentials have been applied for, and the feature goes live for clients once HMRC grants production access. We'd rather be precise about this than overstate it — until that approval lands, clients keep digital records in TaskDrop and file through existing channels.
Is client data secure?
All data is encrypted in transit and at rest, stored in the EU, and TaskDrop is on the ICO public register (ZC122710). HMRC access tokens are encrypted at field level. On payments, TaskDrop is never in the flow — the tradesperson's bank details print on the invoice and customers pay them directly; there's no card processing or intermediary.
What happens to a client's records if they leave?
Clients can close their account at any time. Personal data is retained for 30 days in case they change their mind, then anonymised — with the financial records HMRC requires retained for the statutory period. Nobody is left without the records they're legally required to keep.
If you have sole-trader plumbers, electricians, builders or other tradespeople as clients, TaskDrop solves their record-keeping problem and handles their quarterly MTD updates — leaving the year-end with you. It costs them nothing to keep records and invoice. Forward them to taskdrop.co.uk, or get in touch if you'd like to discuss the product.