Your Universal Credit figures, ready each month.

Universal Credit asks for your income and expenses for each monthly assessment period – not for a calendar month. Pulse produces exactly that, from the records you already keep.

View the help guide

Built around the assessment period

Universal Credit assessment periods run on your own dates, not from the 1st to the 31st. Pulse builds your statement around the period you are actually reporting for, so the figures line up with what the DWP is asking you for.

Key features...

Matched to your reporting period

Enter your assessment period dates and the statement covers precisely that window

Every group counted once

Your franchise figures are matched to the date of each group, so nothing is counted twice or missed

Income and expenses split

Income and allowable expenses are shown separately, in the order the form asks for them

Ready to submit

Read the totals straight off the screen and into your report, or export documents for submission – no adding up!

How it works...

Keep Your Records

Carry on entering your income and expenses in Pulse as you normally would.

The statement is built from the records you already keep, so there is nothing extra to fill in each month.

Pick Your Period

Choose the assessment period you are reporting for.

Pulse pulls together everything that falls inside those dates, including your franchise figures, matched to the date of the group each one relates to.

Report With Confidence

You get your income and your allowable expenses as clear totals, in the order Universal Credit asks for them.

Add them straight into your report and get on with your day.

Why the dates matter

Universal Credit assessment periods are personal to you. Yours might run from the 12th of one month to the 11th of the next, and the DWP wants your income and expenses for that window – not for a calendar month.

Pulse matches each set of figures to the date of the group it relates to, so every group lands in exactly one period. Nothing is counted twice, nothing falls between two reports, and the totals you read off the screen are the totals you can report.

Frequently asked questions

Choose your package

What is the Universal Credit statement?

It is a report that shows your self-employed income and allowable expenses for a single Universal Credit assessment period, so you can report your earnings to the DWP without working anything out by hand.

Why not just use my monthly accounts?

Because assessment periods almost never line up with calendar months. Yours might run from the 12th to the 11th, so a monthly profit and loss will not give you the figure the DWP is asking for.

What if my period boundary falls between my groups?

That is exactly what it is built to handle.

Your franchise figures are matched to the date of the group they relate to, rather than being split up arbitrarily, so nothing gets counted twice or dropped between two periods.

Which packages include this?

Every package. The Universal Credit statement is part of Pulse’s reporting and is available whichever package you are on.

Does it tell me what to report?

It gives you your income and allowable expenses for the period.

What the DWP asks for can vary with your circumstances, so if you are unsure how to report something in particular, speak to the DWP for guidance.

What if I am late reporting?

Report as soon as you can – the statement can be produced for any past period, so being behind on reporting does not stop you getting the right figures.

If your records are behind, bring them up to date first and the statement will follow.

Can I print it or save it?

Yes. Produce it for any period you need, as often as you need, and keep a copy for your own records.