Hi Simon, thanks for joining the Community Forum!
Assuming you’re intending to file your Self Assessment or VAT yourself, you’re able to extract this information as Excel records via Data Export anytime (without cost!)
We’ve got a Help article on this that you might find useful.
The paid add ons you’ve alluded to is if you’d like Crunch to provide preparation and filing returns for you.
We appreciate you letting us know that this could be clearer - hope this clears up any confusion!