Everything you need. Nothing you don’t.
A premium UK sole trader workspace combining invoices, receipts, VAT, CIS, tax estimates, MTD reports, mileage and accountant exports.
Business Dashboard
A real-time overview for income, expenses, profit, estimated tax, VAT threshold, paid invoices, overdue invoices and business health.
- ✓ Month, quarter and tax-year views
- ✓ VAT threshold tracking
- ✓ Overdue invoice alerts
- ✓ Invoice and receipt KPIs
Professional Invoices
Create branded invoices that understand VAT, CIS, reverse charge, due dates, partial payments and payment status.
- ✓ VAT and reverse charge ready
- ✓ CIS deduction logic
- ✓ Paid, unpaid, overdue and part-paid statuses
- ✓ Premium PDF output
Receipt Hub
Capture and organise receipts by supplier, category, month, quarter and tax year with VAT and accountant export summaries.
- ✓ Camera and gallery workflows
- ✓ Tax-year filtering
- ✓ VAT estimates
- ✓ Category folder style
Reports & Accountant Pack
Clear income, expense, profit, tax reserve, VAT/CIS summaries and export options for bookkeeping review.
- ✓ PDF reports
- ✓ CSV exports
- ✓ Saved exports
- ✓ Share accountant pack
CIS Accounting
Designed for construction subcontractors and trade businesses with CIS suffered, gross scheme and deduction-aware reporting.
- ✓ 20% / 30% handling
- ✓ CIS suffered summaries
- ✓ Invoice-aware calculations
- ✓ Self Assessment support
Direct HMRC Filing
Connect your Government Gateway account and submit VAT returns and quarterly Income Tax updates straight to HMRC, with full fraud-prevention compliance built in.
- ✓ Making Tax Digital (MTD) compliant
- ✓ VAT Return submission
- ✓ Quarterly Income Tax updates
- ✓ Secure, official OAuth connection
MTD Quarterly Report
A clean quarterly workspace summarising income and expenses for Making Tax Digital, with full breakdowns kept in the app for review before anything is submitted.
- ✓ Q1–Q4 quarterly summaries
- ✓ Income and expense breakdown
- ✓ PDF and CSV export
- ✓ Direct quarterly submission to HMRC
Self Assessment Intelligence
A single review screen combining PAYE income, self-employment profit, CIS suffered, student loan repayments and payments on account into one estimated tax position.
- ✓ PAYE and self-employment combined
- ✓ CIS suffered tracking
- ✓ Student loan and marriage allowance
- ✓ SA readiness indicator
Mileage Tracker
Log business trips and let the app apply HMRC-approved mileage rates automatically, kept separate from actual vehicle expense claims.
- ✓ HMRC mileage rates applied automatically
- ✓ Business trip log
- ✓ Included in Self Assessment estimate
- ✓ Vehicle expense rule guidance
HMRC Deadlines
Every upcoming VAT, quarterly MTD and Self Assessment deadline in one place, so nothing is missed at the end of a period.
- ✓ VAT deadline tracking
- ✓ Quarterly MTD deadlines
- ✓ Self Assessment due dates
- ✓ At-a-glance upcoming payments
Invite Accountant
Give your accountant secure, read-only access to your records on the Complete plan, without sharing logins or exporting files by hand.
- ✓ Secure accountant invite codes
- ✓ Read-only client access
- ✓ No shared logins
- ✓ Included on the Complete plan
Privacy & Protection
Local-first thinking, screen privacy mode, controlled exports and clear warnings around sensitive accounting data.
- ✓ Local records
- ✓ Screen privacy mode
- ✓ Backup/export folders
- ✓ Legal protection screen
A serious fintech-style presence for Tax Sole Trader®.
Website, app landing page, support, privacy, terms and product pages — ready to connect with Google Play, App Store and future subscription plans.