Bring in your bank and PayPal statements, sort your costs without the repetition, and see where your business stands. Your everyday accounts, useful help and project tracking — in one company workspace.
£11.99 including 20% VAT. Everything listed below is included.
Card verification only. No trial payment. No automatic subscription at the end.
From the first statement to your year-end checks, UKTax helps turn everyday records into books you can understand.
Upload CSV statements and review the transactions together. Supported files can identify multiple accounts, while repeat-payment checks help you spot entries that need a closer look.
Keep each bank account and its records organised.Import PayPal activity, including receipts, payments and fees. See currency balances separately and the GBP accounting value used in your books, with help to review conversions, refunds and transfers.
A clearer view of what came in and where it went.Choose the category, job or property, and VAT treatment right on the Entries page. Click Apply & process. Use matching entries to reduce repetition, and remember categories and properties for next time.
Less clicking. More consistency. You stay in control.See income, costs and profit from your processed records. Your profit and loss updates as you process entries, so you can check how the business is doing without waiting for year-end.
Useful numbers while you still have time to act.Balance Sheet Interpretation puts assets, stock, debtors, cash, creditors and loans into a clear layout. Get practical help to find missing opening balances, supporting information and year-end checks.
See what is recorded and what still needs attention.Allocate income and costs to a building job, client project, site, vehicle or holiday property. See the figures for each one. Use the module when you need it, within the same monthly package.
Understand the work behind the overall profit.Create clear invoices, print or download PDFs, and organise recurring invoices for regular customers. Record payments and keep unpaid customer and supplier balances in view.
Billing and bookkeeping in the same workspace.Choose how often you file and the period start. The period end and usual deadline fill in for you. Review VAT against your invoices, see the return figures and export the filing workbook.
Practical support from VAT review to filing preparation.20 Ask UKTax question credits each paid month. Unused credits roll over. Ask business and tax questions with official sources where appropriate, or request a yearly books review. A saved review can be reopened without using another credit.
AI guidance alongside your records, with you choosing what to do.Upload your bank and PayPal CSV files. Your transactions become entries to review.
Select a category, add a job or property if needed, and check the VAT. Remember useful choices for future matching entries.
Check profit and loss, compare project figures, review VAT and use the balance sheet help to put the missing pieces in place.
Use this category next time too
Use this job next time too
One entry, its category, VAT and job — dealt with together.
Choose the setup closest to your business. UKTax supplies a relevant category set and the right labels for jobs, projects or properties. Add your own categories as the business grows.
A starting point for most everyday small businesses, with room to make the setup your own.
Explore the Company Selector →Plus 20% VAT (£11.99 including VAT). Your bank and PayPal imports, cost allocation, reports, projects, invoices and included Ask UKTax credits belong in the same package.
Software, bookkeeping tools and AI guidance are included. Professional accountancy services and third-party filing charges are separate.
Plus 20% VAT. Monthly total £11.99 including VAT.
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.
Explore your trial without completing the full business onboarding checklist. When UKTax feels like the right fit, the setup help tells you what to gather for a new business or an existing company.
Use your basic sign-up details. Verify your card through Stripe to activate your 30-day trial. No trial payment is taken.
Explore the tools and the entry-review workflow. Your trial includes 5 Ask UKTax question credits. There is no trial subscription payment.
For an existing business, gather statements and starting balances. For a new one, start with the essentials. The onboarding checklist can also help you request information from a former accountant.
When the 30-day trial ends, you choose whether to subscribe. There is no automatic subscription charge.
The features on this page are included for one company: bank and PayPal CSV imports, entry allocation, invoicing, recurring schedules, profit and loss, balance sheet help, projects and team access. 20 Ask UKTax question credits each paid month. Unused credits roll over.
The headline price is £9.99 before VAT. At 20% VAT, the total is £11.99 per company per month, including VAT.
Yes. The free trial lasts 30 days. Stripe verifies your card without taking a trial payment. When the 30-day trial ends, you choose whether to subscribe. There is no automatic subscription charge.
You need your basic account and company sign-up details, plus card verification to activate the free trial. You can explore before completing business onboarding. Gather the additional information when you are ready to use your own records fully.
No. The project module is included. Use it to allocate income and costs to jobs, client projects, sites, vehicles or properties when that helps your business.
The import tools work with CSV files you export from your bank or PayPal. Importing those files does not require your bank or PayPal password. You review the entries before processing them.
Balance Sheet Interpretation helps show what is recorded and what information is still needed. The Ask UKTax yearly books review uses one credit, creates a practical report and saves it so reopening it uses no more credits. Accountant review can help with judgements, adjustments and final accounts.
VAT calculations, date planning and filing workbook preparation are included. Export the workbook for your external filing service. Direct HMRC VAT filing requires production approval; professional filing services and their charges are separate from this software subscription.
Yes. Invite colleagues and your accountant into the company workspace without a charge per user. If you manage several companies, one login can access separate company workspaces; each company has its own subscription.
When the 30-day trial ends, you choose whether to subscribe. There is no automatic subscription charge. If you choose not to subscribe, your company records remain available to view and export. A paid subscription restores entry and editing access.
£9.99 per company / month. + VAT Bank and PayPal imports, useful reports, projects and practical help in one place.
Start your 30-day free trial Card verification only. No trial payment. No automatic subscription at the end.