Your self-assessment,
sorted.
From your phone or browser. No accountant needed.
Freelancer? Sole trader? Landlord? Side hustler?
We've got you covered.
No credit card required
Income
£52,340
Expenses
£12,847
Estimated Tax
£6,247
HMRC Recognised
MTD compatible software
FCA Authorised
Bank connections via TrueLayer
Bank-Level Security
256-bit encryption
Works Everywhere
Phone, tablet & desktop
Tax returns shouldn't be this hard.
Sound familiar? You're not alone.
Spreadsheet chaos
Rows of receipts, lost data, hours of manual entry every month.
January panic
Scrambling to find receipts before the deadline, stressed and confused.
Expensive accountants
£300+ just to file a simple return. Money you'd rather keep.
There's a better way.
How TaxFolio works
From bank connection to tax clarity in three simple steps.
Connect Bank
Securely link your business account in seconds via Open Banking.
AI Categorises
Our AI sorts every transaction into the right tax categories automatically.
Review & Done
Confirm the AI's suggestions and see your tax position instantly.
Everything you need. Nothing you don't.
Built for UK freelancers and sole traders who want simple, not complicated.
AI Categorisation
Claude AI understands context. "AMZN MKTP" → office supplies or personal? AI knows the difference.
Bank Connection
Connect via Open Banking. Transactions sync automatically. All major UK banks supported.
Mobile First
Review transactions on your phone. Swipe to confirm. Do your tax admin on your commute.
Real-time Tax
See your estimated tax bill update live as you confirm transactions. No January surprises.
Direct HMRC Submission
Submit quarterly updates directly to HMRC. No spreadsheets, no third-party software. One click.
Mileage Tracker
Log business miles and calculate your allowance automatically. Supports both HMRC rates.
Built for UK sole traders & landlords
TaxFolio handles the most common self-assessment scenarios. Check below to make sure we're right for you.
Supported
- Self-employment income (SA103)
- Property/rental income (SA105)
- Business mileage claims
- Home office deduction
- Quarterly MTD updates
- AI transaction categorisation
- Bank account connections
- PDF tax summaries
Coming Soon
- Capital gains (SA108)
- Dividend income
- Multiple employments
- Receipt scanning
Not Supported
- Foreign income (SA106)
- Partnership income
- VAT-registered businesses
- Limited companies
These require specialist software or an accountant.
April 2026 is coming. Are you ready?
Making Tax Digital becomes mandatory for sole traders and landlords earning over £50,000. That's 780,000 people who need digital records and quarterly updates.
Simple, honest pricing
Start free, upgrade when you need more. No hidden fees.
No credit card required. Cancel anytime.
Trusted by sole traders across the UK
Join thousands getting their tax sorted the smart way
“Finally, tax software that doesn't make me want to cry. The AI categorisation is incredibly accurate.”
Saved me hours every month
Sarah T.
Freelance Designer
“I was dreading MTD but TaxFolio made it completely painless. Set up in 10 minutes.”
MTD ready in 10 minutes
James M.
Property Landlord
“The quarterly view is brilliant. I can see exactly what I owe each quarter instead of panicking in January.”
No more January panic
Priya K.
IT Contractor
Frequently Asked Questions
Got questions? We've got answers.
Making Tax Digital is a UK government initiative requiring self-employed people and landlords to keep digital records and submit quarterly updates to HMRC. From April 2026, this applies to those earning over £50,000, and from April 2027 for those earning over £30,000. TaxFolio is fully MTD-compatible.
For straightforward self-employment or rental income, TaxFolio can handle everything including HMRC submission. However, if you have complex tax affairs (foreign income, capital gains, multiple businesses), we recommend consulting an accountant. You can export your TaxFolio data to share with them.
Yes. We use bank-level 256-bit encryption for all data. Bank connections are provided through TrueLayer, which is authorised and regulated by the Financial Conduct Authority (FCA). We never store your bank login credentials.
Yes! TaxFolio connects to most major UK banks through Open Banking. This allows us to automatically import your transactions, saving you hours of manual data entry. You can also upload CSV files or add transactions manually.
TaxFolio Pro supports property income (SA105). You can track rental income and expenses for multiple properties, calculate allowable deductions, and submit to HMRC. We support the cash basis for properties.
Our AI analyses your transaction descriptions and automatically suggests the correct tax category. It learns from common patterns and gets smarter over time. You can always review and adjust categories before submitting.
Absolutely! We offer a free trial with no credit card required. You can test all features and even do a test submission to HMRC's sandbox. You'll only need to pay when you're ready to submit your actual tax return.
We offer email support for all users, with priority support for Pro subscribers. We also have a built-in AI assistant called 'Ask TaxFolio' that can answer common tax questions instantly.