Margin help guides

Step-by-step instructions for connecting your accounts and getting the most out of Margin.

Connect Margin to HMRC

Authorise Margin through Government Gateway to submit MTD quarterly updates automatically.

Connect your bank via Open Banking

Link your UK bank account for automatic transaction sync — no CSV exports needed.

Find your UTR number

Where to find your 10-digit Unique Taxpayer Reference on HMRC letters, online, or via the HMRC app.

Connect Stripe to Margin

Find your Stripe API key and import all your payments and payouts automatically.

Connect PayPal to Margin

Find your PayPal REST API Client ID and Secret and import all PayPal payments automatically.

Set up PAYE RTI

Configure Margin to submit Full Payment Submissions to HMRC automatically each time you run payroll.

Import bank transactions via CSV

Export from Barclays, Lloyds, HSBC, Monzo, Starling, or any UK bank and import into Margin.