Knowledge Base and FAQ

Expense Mapping Cheat Sheet To help with all the latest information on expense mapping in both Xero and Untied, Louise from Performance Accountancy has put together a handy cheat sheet – click the graphic below to download your PDF versions:   Click here for the full Cheat Sheet (Read More)

  This section is dedicated to performers, musicians, and creatives who want a simpler way to manage Making Tax Digital using Untied. Untied is designed specifically for self-employed individuals, making it a great fit for those working in the music, arts, and entertainment industry. In this video, Performance Accountancy explains how Untied works and why […] (Read More)

Untied Setup for Performers – Step-by-Step Guide to Getting Started Getting set up correctly in Untied is the first step to making Making Tax Digital simple. In this video, Louise from Performance Accountancy walks you through how to set up Untied step by step, tailored specifically for performers, musicians, and creatives. We cover: setting up […] (Read More)

MTD for Performers – Recording Equipment & Capital Items in Untied When you buy equipment for your work, it’s not always treated the same way. In this video, Performance Accountancy explains how to handle small equipment and capital items in Untied, so your records stay accurate and compliant with Making Tax Digital. We cover: The difference between small equipment and capital items How to record them correctly in Untied What performers should watch out for Keeping your expenses accurate for MTD For performers buying instruments, tech, or equipment, this is an important area to get right. (Read More)

Untied: Dealing With Your Own Bank Transfers In this video, we’re going to look at how to deal with your own bank transfers when using Untied. This is an area that can confuse, especially if you’re moving money between accounts, but the key point to understand is this: Your own bank transfers are not income, and they’re not expenses. They are simply movements of your own money. For example, if you transfer money from your business account into your personal account, that isn’t business income. You’ve already earned that money. You’re just moving it. Equally, if you move money into your business account, that doesn’t automatically mean it’s income either. It could just be you funding the account. So it’s really important that these transactions are treated correctly in Untied. If they’re recorded as income or expenses by mistake, it will distort your figures and give you an inaccurate picture […] (Read More)

How to Track Mileage in Untied (MTD for Performers) If you travel for work, tracking your mileage properly can make a big difference to your tax position. In this video, Performance Accountancy shows you how to use the mileage tracker in Untied, so you can record journeys accurately and claim allowable expenses with confidence. We cover: How the mileage tracker works Recording business journeys Tracking travel for gigs, teaching, and events Keeping accurate records for MTD For performers who travel regularly, this is a simple way to make sure you’re not missing out on legitimate expense claims. Additional Mileage Tracker By Phone Resource – click here (Read More)

How to Set Up and Send Invoices in Untied (MTD for Performers) If you charge fees for your work, being able to create and send invoices is essential. In this video, Performance Accountancy shows you how to set up and send sales invoices in Untied, so you can track your income properly and stay compliant with Making Tax Digital. We cover: How to create a sales invoice in Untied Sending invoices to clients Tracking income from fees, gigs, or teaching Keeping your records accurate for MTD For performers and creatives who invoice clients, this is a key part of managing your finances professionally and efficiently. (Read More)

MTD for Performers – Handling Agent Income, Commission & WHT in Untied If you receive income through an agent, your records can be more complex – especially when commission and withholding tax are involved. In this video, Performance Accountancy explains how to correctly record agent income in Untied, including commissions and WHT, so your figures stay accurate and compliant with Making Tax Digital. We cover: How agent income works for performers Recording gross income vs net income Handling agent commission Dealing with withholding tax (WHT) keeping your records accurate for reporting This is a key area where getting it right matters, especially for performers working internationally or through agencies. (Read More)

How to Edit Transactions in Untied (MTD for Performers) – Performance Accountancy Mistakes happen – but fixing them in Untied is simple. In this video, Performance Accountancy shows you how to use the edit function to update transactions, correct errors, and keep your records accurate for Making Tax Digital. We cover: How to edit transactions in Untied Correcting amounts, dates, and categories Updating tags and descriptions Keeping your records clean and compliant For performers managing multiple income streams and expenses, this gives you the flexibility to stay accurate without stress.       (Read More)

  Untied – Enter manual Money in and out not via bank – Performance Accountancy Not every transaction comes through your bank feed – and that’s where manual entries come in. In this video, Performance Accountancy shows you how to record money in and out in Untied when it hasn’t come directly from your bank account. We cover: When to enter manual transactions Recording cash income and expenses Handling missing or offline transactions Keeping your records complete for MTD For performers, this is especially useful for things like cash payments, small expenses, or anything that doesn’t automatically appear in your bank feed. (Read More)

Untied – Custom Rules for Transactions | Automate Your Bookkeeping Custom rules in Untied allow you to automate how transactions are categorised, saving you time and keeping your records consistent. In this video, Performance Accountancy shows you how to create rules for repeat transactions, such as regular suppliers or ongoing expenses. We cover: what custom […] (Read More)

Bulk Tagging Transactions in Untied – Performance Accountancy Bulk tagging is one of the quickest ways to save time when using Untied for Making Tax Digital. In this video, Performance Accountancy shows you how to tag multiple transactions at once, helping you keep your records up to date without spending hours on admin. We cover: […] (Read More)

Adding An Advisor to Untied – Performance Accountancy Adding an advisor in Untied allows you to get expert support while staying in control of your finances. In this video, Performance Accountancy shows you how to add an advisor within Untied, so we can help you stay compliant with Making Tax Digital and make sure everything […] (Read More)

Untied – Adding Custom Tags for Performers | Organise Your Income & Expenses Custom tags in Untied allow you to organise your income and expenses in a way that actually reflects how you work as a performer. In this video, Performance Accountancy shows you how to set up and use custom tags in Untied, so […] (Read More)

Untied Setup – Calendar Year & Basic Calculations for Performers Getting your setup right in Untied is key to making Making Tax Digital simple. In this video, Performance Accountancy walks through how to set up your calendar year and understand the basic calculations within Untied, tailored specifically for performers and creative professionals. We cover: Setting […] (Read More)

Adding a Bank or Credit Card Feed – Untied Connecting your bank or credit card feed is one of the first and most important steps when setting up Untied for Making Tax Digital. In this video, Performance Accountancy shows you how to link your accounts in Untied, so you can start tracking your income and […] (Read More)

Spreadsheets? Receipts everywhere? Last-minute tax stress? Making Tax Digital is changing how performers manage their finances – but it doesn’t have to be complicated. In this video, we explore Untied – a smart, performer-friendly app that helps you stay on top of your income, expenses, and HMRC requirements without the overwhelm. Perfect for: Musicians Actors […] (Read More)