Documentation & Downloads



Yes, the software has charity specific features, e.g. multi-fund management, donations and Gift Aid, and Charity Commission reports.

Yes, the software has full donations and Gift Aid management, and produces the Gift Aid schedule in HMRC format.

Yes, the software produces a SOFA (Statement of Financial Activities) in Charity Commission format.

Yes, you can set up as many funds as you wish. You have to have a General fund, but can have as many designated, restricted and endowment funds as you want.

Yes, but only in the Advanced package.

Yes, but only in the Advanced package.

Yes, the software handles VAT and can submit VAT returns via MTD (Making Tax Digital).

No, but you can import transactions from your bank statements.

Yes, if you have a multi user subscription. If you have single user, you can share the login.

Yes, you can control who can do what within the software.

Yes, you can have fund budgets (and Project budgets in the Advanced package).

Yes, grants can be tracked within the software.

Yes, the software includes the reports to submit along with your return.

Yes, but in the Standard package only. 

Yes, the software comes with a great setup and procedures guide. The software also has fully integrated online help, videos on our YouTube channel, all backed up by our helpdesk.

Yes, we can allow auditor access for £50 + VAT for 90 days (£60.00 inc.)

Yes, we offer remote training, which can be booked by the hour, charged at £70 + VAT per hour (£84.00 inc.).

Yes, we offer a fully managed payroll service for £30 + VAT per pay run (£36.00 inc.).

Yes, we offer fully hosted cloud software, which can be access from any device with an internet connection (PC, laptop, Mac, iPad, Chromebook etc).

Yes, our software is available to run on Windows computers.

Our online version is platform independent, so can be access from any device with an internet connection (PC, laptop, Mac, iPad, Chromebook etc, etc)

Yes, and it’s included in the subscription! We have a UK based support team that are here to help via email or telephone. The support desk is open Monday-Friday, 9:30 to 4:30, and support emails can be sent in at any time.

Yes, we offer a free, no obligation 28 day trial.

Paxton was established in 1979 – two years before Sage!

We have offices in Rushden, Northamptonshire, but most of our staff work remotely. We’re 100% UK based.