Four exports built for the paperwork end of the job: your self-assessment turnover figure, a full sales ledger, your business mileage claim, and your client list. Pick a report, set the dates, choose a format, then download it or email it to yourself.
Where to find it
Income → Reports in your dashboard. Income and Reports are two tabs of the same section — Income is the at-a-glance view, Reports is where you take something away with you.
The four reports
- Tax export (UK self-assessment) — your Box 9 turnover figure for SA103S, with a per-source breakdown and the full appointment ledger behind it, so the number you put on the form has its workings attached.
- Sales ledger — every appointment in the range with the money, payment method, any discount, and any refund.
- Mileage — your business miles and the claimable expense under HMRC's simplified expenses scheme.
- Client list — every client with contact details, spend in the range, last visit and lifetime stats. Your therapist notes are never included.
Dates and formats
Every report takes the same date range presets — today, this or last week, this or last month, this or last quarter, year to date, last 12 months, this or last tax year, or a custom range you set yourself.
Each is available in three formats:
- CSV — comma-separated; opens in any spreadsheet
- Excel — a native .xlsx with currency formatting applied
- PDF — human-readable and accountant-friendly
Then choose Download or Email it to me. Emailing is often the easier route on a phone — and it is the one to use if a download ever seems to do nothing inside the app.
How the mileage claim is worked out
For each day with mobile bookings, MassageHub estimates the miles by chaining that day's stops together in order. It is an estimate from your diary, not a record of the road you actually took — so treat it as a starting figure.
You can correct any day, and you should where it matters: open Reports → Mileage and type the real figure into Actual miles, with a note if you want one. Your figure replaces the estimate for that day and the row is marked You logged rather than Estimate; clearing it hands the day back to the estimate. You can also add a day that has no appointments at all — a supply run, a training day — and it is recorded as a non-client business journey.
The claim uses HMRC's simplified expenses rates, picked automatically by tax year — 45p a mile for the first 10,000 business miles up to 5 April 2026, and 55p from 6 April 2026, the first rise in fifteen years. Above 10,000 miles the rate drops to 25p.
One thing worth knowing: the 10,000-mile threshold only means anything across a whole tax year, so it is applied only when you select a full tax year. On any shorter range the first-band rate is applied to every mile, and the report says so on its face. Run it again for the full tax year at year end and the bands come out right.
Notes
- These are exports of your own data — nothing is filed with HMRC on your behalf
- The client list deliberately omits SOAP notes and therapist notes
- A custom range that straddles two tax years takes its rate from the start date, so reconcile at year end using the tax-year presets