Construction & trades
MTD software for heating engineers.
Keep the installation compliant. Make the books manageable.
Boiler replacements, servicing and heat-pump projects bring substantial supplier invoices. Avona helps heating engineers keep parts, certification costs and customer payments ready for review.
- Who it is for
- Heating engineers working as sole traders, managing their own business records and MTD for Income Tax updates.
- Available now
- Digital records, bank feeds, statement imports, transaction categorisation and quarterly self-employment updates. Pro adds customer invoicing, VAT accounting and reporting.
- Monthly price
- From £15/month for Lite. Pro is £20/month.
- Free trial
- Full access for 7 days. No credit card required.
- Annual-return limitations
- Quarterly updates do not replace your annual tax return. HMRC lists annual-return items including PAYE income, interest, dividends and pensions as in development. Check the listing and confirm support for your income sources before relying on Avona for your annual return.
Making Tax Digital
It’s what comes in.
Before costs go out.
A handful of equipment-heavy installations can generate sizeable sales. Boiler or heat-pump costs do not disappear from turnover merely because most of the customer's payment goes to a supplier.
Understand Making Tax Digital →When does MTD apply?
Combined qualifying self-employment and property income, before expenses:
- Over £50,000 in 2024/25
- From 6 April 2026
- Over £30,000 in 2025/26
- From 6 April 2027
- Over £20,000 in 2026/27
- From 6 April 2028
Eligibility and exemptions matter. These are income thresholds, not tax-free allowances.
Check HMRC’s eligibility guidance ↗From the work to your records
Clear records for your heating-system repair.
Bring the evidence into Avona, review the suggested categories and check the figures before submitting. These three examples show the records behind your heating-system repair, shared purchases and a boiler-installation booking.
| What you bring | How you use Avona | What you check |
|---|---|---|
| £560 for your heating-system repair £195 spent on pump and control components | Connect your bank or import the payment, then upload the invoice or receipt for pump and control components. Review the income and the purchase as separate records. | Keep £560 as the sale and the £195 cost separately. The £365 left after this cost is not turnover. Check that the spending is eligible for your business. |
| £100 mixed purchase £80 for controls installed for a customer; £20 for a thermostat for your own home | Upload the itemised receipt and review the suggested category. Identify controls installed for a customer separately from a thermostat for your own home. | Only the eligible £80 business portion belongs in business costs. Exclude the £20 personal purchase, and check that importing both the bank transaction and the receipt has not counted the spending twice. |
| £200 booking payment, then £600 £800 agreed total | Keep the agreement for a boiler-installation booking and review both customer receipts against it. Bring in the payments through your bank feed or statement import. | The two payments account for the £800 total. Do not count the full invoice again as another receipt. Use your accounting method for timing, and retain evidence of any later cancellation or refund. |
Keep supporting documents alongside your figures, review business use and apply your accounting method consistently. HMRC: keeping business records ↗
The costs behind your work
Six expenses worth
keeping records for.
Examples for heating engineers. Claim only eligible business costs; mixed use, equipment and your accounting method can change the treatment.
Flue gas analyser calibration
Gas Safe renewals
Boiler repair parts
Copper fittings
Magnetic filters
Relevant technical refresher training
One thing to watch
Training must relate to your business
Keep course details as well as the receipt. Updating existing skills can qualify, but the treatment of training for a new trade is different and should be checked.
HMRC: training expenses ↗Fit the admin around the work
A routine around your heating-system repair.
Bring supplier invoices and installation payments together, let Avona AI suggest categories and flag training or major kit purchases for a closer look.
Capture the supporting documents
Upload receipts or invoices for pump and control components. Keep the date, supplier and amount legible, and distinguish controls installed for a customer from a thermostat for your own home.
How document capture works →Reconcile your heating-system repair payments
Review each customer receipt against the work it covers. Keep the breakdown for a boiler-installation booking available alongside the bank entry, so fees, refunds or timing differences can be explained.
How bank review works →Review before you submit
Review Avona AI’s suggested categories, check that your heating-system repair income is complete, and remove duplicate or personal spending. Keep the evidence for a boiler-installation booking ready for your annual-return review too.
Before you get started
Questions from heating engineers.
Does MTD apply to everyone in this profession?
No. This page covers heating engineers working as sole traders. Your start date depends on combined qualifying self-employment and property income before expenses, and any exemptions. Employment and limited-company work have different reporting arrangements.
Can I automatically claim every training course?
Keep the course invoice and its connection to your existing heating business. Relevant refresher training can differ from training that starts a new trade; review eligibility before claiming.
How do I record a boiler-installation booking?
Example: £200 booking payment, then £600 (£800 agreed total). The two payments account for the £800 total. Do not count the full invoice again as another receipt. Use your accounting method for timing, and retain evidence of any later cancellation or refund.
Which bookkeeping issue should I watch for?
Training must relate to your business. Keep course details as well as the receipt. Updating existing skills can qualify, but the treatment of training for a new trade is different and should be checked.
Can I keep using my existing spreadsheet?
Yes. Bring your heating-system repair income records and evidence of pump and control components into Avona using supported spreadsheet uploads. Check dates, categories, personal spending and duplicates against the original documents before you approve the records.
Do quarterly updates complete my annual tax return?
No. You still need the annual tax return and any relevant adjustments or other income. HMRC currently lists annual-return items including PAYE income, interest, dividends and pensions as in development for Avona. Confirm support for your own income sources and circumstances before relying on Avona for the annual return.
Built for the way you earn
Keep your heating business records running smoothly.
Choosing Avona
Your questions, answered.
Can I create customer invoices?
Yes. You can create customer invoices with Avona Pro.
What if I am VAT-registered?
Full VAT accounting is available with Avona Pro, so you can manage your VAT-registered business with Avona.
Can my accountant review my records?
Yes. You can connect your Avona account to your bookkeeper or accountant so they can review your records.
Can I use my phone on site?
Yes. Every feature has a mobile-friendly version, so you can manage your accounts from your phone while you are on the move.
Can I keep using my personal bank account?
Yes. Avona supports Open Banking connections and PDF bank statement uploads. You can clearly separate personal and business transactions to keep your business records organised.