If you run a small business, one of the easiest ways to get into trouble is losing track of how much tax you have collected, how much you may owe, and how much you should set aside before payment deadlines arrive. In this case, Ledgar works like a tax tracking app for small businesses.
Ledgar makes this easier by giving you a dedicated Tax Hub where you can review your tax position from your device, filter by time period, and see the figures that matter most at a glance. Instead of trying to calculate everything manually from scattered sales and expense records, you can use Ledgar to monitor your tax as your business grows.
Why tracking your tax matters
Setting up tax is only the first step. After setup, you need a simple way to keep an eye on what is happening inside your business.
For example, you may want to know how much VAT you have collected from customers this month, how much VAT you have already paid on business expenses, what your current VAT due looks like, and how much you may need to reserve for profit tax. This is exactly the kind of visibility the Ledgar Tax Hub is built to give you.
How to track your tax on Ledgar from your phone
1. Open the Tax Hub
Start by opening the Ledgar app on your mobile device and going to Tax.
This is your tax dashboard. From here, you can review your tax figures, switch between different periods, and examine the transactions contributing to your totals. The page is designed to help you understand your tax position without needing a separate spreadsheet.
2. Choose the period you want to review
At the top of the page, select the date range that matches what you want to check.
Ledgar supports several useful time filters, including:
- Today
- This Week
- This Month
- Last Month
- This Year
- All Time
- Custom Range
This is especially helpful when you want quick answers to questions like:
- How much tax have I collected this week?
- What was my VAT due last month?
- How much tax have I recorded this year so far?
If you need more control, use Custom Range to check a specific period.
3. Review your key tax summary cards
Once you choose a period, Ledgar shows your main tax figures in summary cards.
Depending on your records and setup, these may include:
- VAT Collected
- VAT Paid on Expenses
- VAT Due
- Sales Tax Due
- Profit Tax Estimate
- Recommended Set-Aside
These cards give you a quick snapshot of where your business stands. For example, VAT Collected helps you see how much tax has come in through sales, while VAT Paid on Expenses shows tax already paid on eligible expenses. VAT Due helps you estimate what remains payable, and Recommended Set-Aside helps you plan ahead instead of waiting until tax deadlines become stressful.
4. Scroll down to review the supporting tax records
After checking the summary cards, scroll down to the tax records section.
Ledgar includes a detailed tax transactions table so you can move beyond the top-level totals and see what is behind them. This helps you understand where your numbers are coming from instead of relying on estimates alone. The table includes information such as the transaction date, type, category, net amount, tax amount, gross amount, source, and status.
This is useful when you want to confirm whether a sale or expense has been included correctly in your tax calculations.
5. Use filters to narrow down what you are reviewing
If you have many tax-related entries, filters make it easier to focus on the information you need.
For example, you may want to review only a certain period or check how recent sales and expenses are affecting your tax totals. This is especially useful for business owners who record transactions regularly and need a cleaner view when preparing for tax filing or internal review.
6. Export your tax data when needed
If you want to share your records with an accountant, save a copy for reporting, or keep offline documentation, Ledgar gives you export options directly from Tax Hub.
You can export your tax data as CSV or PDF, making it easier to move from review to reporting without manually copying figures from your screen.
7. Use Ask Tax Assistant for extra guidance
When you need more help understanding your numbers, Ledgar also provides an Ask Tax Assistant option inside Tax Hub.
This can be useful when you want quick guidance while reviewing your tax page and need help interpreting what you are seeing.
What you should check regularly in Tax Hub
To stay on top of your taxes, it is a good habit to review your Tax Hub often.
A simple routine could be:
Daily: Check that new sales and expenses are being recorded properly.
Weekly: Review your current VAT collected and tax trend.
Monthly: Check VAT due, profit tax estimate, and recommended set-aside.
Before filing: Use your filtered period view and export your records if needed.
This keeps you prepared and reduces the chance of surprises later.
Tips for tracking tax more accurately on Ledgar
The quality of your tax tracking depends on the quality of your records.
For better results:
- Record sales promptly
- Add expenses accurately
- Make sure your tax settings are correct
- Review your Tax Hub regularly
- Use the correct date range when checking figures
If your sales and expense records are incomplete or inconsistent, your tax summary will not be as reliable.
Final thoughts
Tracking your tax should not feel confusing or overwhelming.
With Ledgar, you can open your phone, choose a date range, review your key tax figures, inspect the transactions behind them, and export your records when needed. That makes it easier to stay organized, make better business decisions, and prepare for filing with more confidence.