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Ask a question below, or read what each part of Sumrex is for. If none of it answers you, a person will.
This is an AI assistant. It answers from the help articles on this page and knows nothing about any account. Please don't include personal or health details: a question that mentions health is not sent. Your question goes to our AI provider, Anthropic, to write the answer, and we do not keep it. To share the assistant fairly we count questions per visitor each day, under a code made from your internet address. We never store the address itself, and the next day we delete the count and the key that made the code. People sharing one internet connection share one count. Questions are up to 500 characters.
The people you employ, and what is recorded about each of them.
Licences and registrations on record — what was checked, and when.
Your insurance certificates on file, dated — nobody assesses them.
Notes and consent records from interviews you hold.
Where your references stand, including any that could not be obtained.
Your right-to-work and background checks — number checks settle themselves.
Every part of Sumrex your account uses, and where each one stands.
Ask questions about your own records and get drafts you can check.
What you may need to register for, driven by your trade — with the deadline and the government link for each. You register; Sumrex only guides.
Records of work that people have shared with you — what was done, photographs of it, and the signature given at the end.
Your rolling twelve-month invoiced total against the registration threshold, the deadline if you have passed it, and what each VAT scheme is. You register; Sumrex only reports.
Bring in a statement you downloaded from your bank.
Plan what the months should cost; carers see the plan beside what they recorded.
Record what was deducted from you and what you deducted from others, and prepare the monthly return you file yourself.
The people and businesses you quote and invoice. Correct a name or an address here, and archive the ones you no longer work for.
Create, sign and keep the employment contract for your arrangement.
Record what you spend and the miles you drive for work.
A read-only record of what you have been paid.
Invoices your carer sends you, and what has been paid.
Create invoices, download them as a PDF, and record what has been paid.
Holiday allowance, requests and what has been taken.
A record of the payments in your arrangement.
What you did, photographs of it, and the client's signature against exactly those photographs. Location data is removed before anything is stored.
Prepare quotes for prospective clients, track their state, and turn an accepted one into an invoice.
Your invoices, expenses and mileage for the 2026/27 tax year, as one download.
See roughly what the year's tax adds up to, what take-home pay looks like, and your year-so-far figures for the Making Tax Digital quarterly update you submit yourself.
Your figures for the tax year, with the rows behind every one.
Your company's number, dates and the deadlines Companies House and HMRC set from them.
Your plan, what it costs and how you pay for Sumrex.
Everyday documents drafted step by step from your own answers.
Two-step sign-in and the keys to your account.
Your name, your details and how Sumrex addresses you.
The people on this account, what each may change, and when an invoice needs a second pair of eyes.
What Sumrex holds about you, and how to ask us to erase it.
Email support@sumrex.app and a member of the Chronix team replies. Signed in, you can also ask from the help page in your account.
How we handle a complaint, and the date we reply by, is on our legal page.