UKTax
Small Business · UK accounting software

Less admin for your small business.
A clearer view of your money.

You have customers to look after and a business to grow. Bring your bank and PayPal records into UKTax, organise the everyday costs, and see your income, expenses and profit in one place.

£9.99per company / month
+ VAT

£11.99 including 20% VAT. All business templates use the same package.

Start your 30-day free trial See what it does for you ↓

Card verification only. No trial payment. No automatic subscription at the end.

Smiling small-business owner in an independent print workshop
Spend more time building your business.
Made useful for

Independent businesses, small teams and owners who want a practical all-round setup.

See all business types →
Practical benefits for the work you do

A useful setup.
Tools that earn their place.

Spend less time organising the records and more time using what they tell you.

01

Start with sensible categories

General expenses, software, professional fees, payroll costs and telecoms already have a home. Choose your category, check the VAT and process the entry together.

02

Bring the money into one view

Import bank and PayPal CSV statements instead of typing every transaction. Keep separate accounts organised and review transfers before counting them as income.

03

Make repeat costs easier

Remember a supplier's category and VAT choice for future matching entries. The suggestion stays editable, so you can check a purchase that is different.

04

Know your current profit

See the profit and loss from processed records. Check whether income is covering costs while there is still time to act, rather than finding out only at year-end.

05

Add projects when useful

The project module is included in the same price. Turn it on if you want to separate a new line of work or compare income and costs for individual projects.

06

Put the year-end pieces together

Use Balance Sheet Interpretation to review cash, assets, debtors, creditors and loans. Ask UKTax for a saved yearly books review when you need a practical list of missing information.

See how simple the everyday work can be

From a bank statement to a useful business picture.

  1. 1

    Bring in your statement

    Upload the CSV and review customer receipts alongside regular business payments.

  2. 2

    Sort the everyday costs

    Allocate a telephone payment to Telecoms and a software payment to Software and subscriptions. Remember the choices for next time.

  3. 3

    Check the result

    Open profit and loss, review unpaid balances and use the balance sheet help to see what still needs completing.

UKTaxExample entry
Northside MobileIllustrative business payment
−£36.00
CategoryTelecoms
ProjectOptional

Use this category next time too

VAT treatmentChoose after checking the invoice
Apply & process 1 entry

Category, allocation and VAT dealt with together. This is an example, not a live entry.

Start with something useful

Categories that already
make sense for your business.

These are the starting categories in the Small Business template. Add your own as your business grows.

Projects are optional for this template. Enable them when you want another view of a particular piece of work.

Your everyday records. The yearly picture.

Know what is there.
See what is still needed.

Current profit and loss shows the income and costs in your processed records. Balance Sheet Interpretation helps you review assets, stock, debtors, cash, creditors and loans alongside missing starting information.

The Ask UKTax yearly books review uses one credit and saves a practical report. Open that saved report again without spending another credit.

A clearer way to get the books right

  • Check the statements you have brought in
  • Review entries that still need a category or VAT check
  • Find missing opening balances and supporting records
  • Review property or project allocation where needed
  • Use the saved yearly review to work through the next steps
20 Ask UKTax question credits each paid month. Unused credits roll over.
One useful company package

Relevant setup.
The whole UKTax toolkit.

Bank and PayPal imports, simple allocation, invoicing, reports, balance sheet help and the project module are included in the same monthly subscription.

  • Team and accountant access without a per-user charge
  • Separate company workspaces under one login
  • Ask UKTax credits included each paid month
  • View and export your records if trial or paid access ends

Choose this template during business setup. Professional accountancy and external filing service charges are separate.

See the full pricing and features →
One clear company package

£9.99 per company / month

Plus 20% VAT. Monthly total £11.99 including VAT.

  • Bank and PayPal CSV imports
  • Simple allocation with remembered categories and properties
  • Current profit and loss, balance sheet help and VAT preparation
  • PDF invoices and recurring schedules
  • Business templates, projects, jobs and properties
  • Team and accountant access without a per-user charge
  • 20 Ask UKTax question credits each paid month, with unused credits rolling over
Start your 30-day free trial

Verify your card through Stripe to start the trial. No trial payment is taken. Includes 5 Ask UKTax question credits. Choose whether to subscribe when your trial ends. One login can access several companies.

Clear answers before you start

Your business.
Your questions.

Can I use this if I do not fit one of the specialist types?

Yes. Small Business is the general starting point. It includes useful everyday categories, and you can add your own categories as your business grows.

Can my colleague or accountant help with the records?

Yes. Invite them into your company workspace without a separate charge per user. Their access depends on the role you give them.

Does processing a bank receipt automatically make it a sale?

You review its category first. Transfers, loans and other balance-sheet movements need the appropriate treatment so the profit and loss reflects the business activity.

How do I start with this template?

Create your company workspace, then choose Small Business during business setup. You can explore before completing the full onboarding checklist. For an existing business, gather statements and opening balances when you are ready to use your records fully.

What is included, and how does the trial work?

Bank and PayPal CSV imports, entry allocation, invoicing, reports, projects, team access and 20 Ask UKTax question credits each paid month are included. The 30-day trial includes 5 question credits. Stripe verifies your card without taking a trial payment; you choose whether to subscribe at the end. Professional accountancy and external filing service charges are separate.

What VAT support is included?

Review VAT on your entries, plan period dates, see return figures and export the filing workbook for your external filing service. Direct HMRC VAT filing requires production approval. VAT treatment depends on the transaction and supporting information, rather than the template you choose.

Find the closest fit

Another setup might suit you too.

Freelance / Professional Services Keep client income, subscriptions, subcontractors and professional costs organised.Shops / Online Retail Keep goods for resale, packaging, postage and payment fees in a clearer view.Trades / Construction Allocate materials and subcontractors to jobs, then compare the figures for each one.
Back to all ten business types →
Small Business · a simpler starting point

Make the books a simpler part of running your business.

£9.99per company / month
+ VAT

£11.99 including 20% VAT. All business templates use the same package.

Start your 30-day free trial

Card verification only. No trial payment. No automatic subscription at the end.