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Your records · your starting point

Bring in your records.

Start with a bank file or add money by hand. Review what each item was for, then see the figures for your sole trade or UK property business.

Choose how to add records

Available now

I have a bank CSV

Choose a file with one amount column: positive for money in, negative for money out. You will review every row before it counts.

Loading link: Import a bank CSV
Available now

I want to add money by hand

Record a payment or expense with its date, amount and purpose. A useful place to start if you have only a few items.

Loading link: Add a money item

No account needed. Records stay in this browser; signing in does not back them up. Download a backup in your books before clearing browser data.

Loading link: Continue reviewing my recordsI use accounting software
CSV format and current limits

GBP and one activity per import. Separate Debit and Credit columns, automatic bank matching and cloud backup are not live.

Keep your original receipts and invoices separately; attachments are not stored in these books.

GOV.UK — Digital records and bank-feed checks ↗

After adding your records

Three steps to useful figures

  1. Check your business

    Make sure each group of records belongs to one sole-trader or UK property business.

    Loading link: Check my business →

  2. Review money in and out

    Check each imported or added item before it counts towards your figures.

    Loading link: Review my records →

  3. See quarterly totals

    Follow checked records into Income Tax categories, with each business kept separate.

    Loading link: See my quarterly totals →

Importing records does not confirm your books are complete or reconciled. Quarterly totals are prepared figures, not tax due or a filed return. See what you can prepare.

Accounting software

Already keep your books elsewhere?

Public connections to these providers are not available yet. This page cannot ask them for access or import their records. You can use a compatible bank CSV in the meantime.

Xero

Connector not live
Plans, limits and official links for Xero

A private Xero authorisation pilot exists, with public access closed. It only tests permission and organisation selection; it has no financial reader and cannot import your records.

The first planned read-only connection: choose one Xero organisation, bring in visible changes and keep the original Xero record IDs.

Current limits: Xero's standard accounting connection does not expose unreconciled statement lines or let an app reconcile them. Attachments are also outside TaxSorted's first pilot. Both gaps will stay visible.

The planned connection must keep: chosen Xero organisation, source change markers, original tax codes, source timestamps.

View official Xero plans ↗

Official provider link. No referral or suitability claim.

QuickBooks Online

Connector not live
Plans, limits and official links for QuickBooks Online

A later read-only connection will link one company, use change notices as prompts and check again for anything it missed.

Current limits: QuickBooks gives an app one broad accounting permission, so TaxSorted's planned connection must permit reads only. Its Change Data Capture check looks back 30 days and returns at most 1,000 records, so missed changes need prompt repair.

The planned connection must keep: chosen QuickBooks company, source change markers, original tax codes, source attachment links.

View official QuickBooks plans ↗

Official provider link. No referral or suitability claim.

FreeAgent

Connector not live
Plans, limits and official links for FreeAgent

A later read-only connection will keep bank transactions, their explanations and FreeAgent return states distinct.

Current limits: FreeAgent gives an app the permissions held by the person who connects it; it does not offer a separate read-only permission. TaxSorted's planned connection must make only read requests and respect the 120-per-minute and 3,600-per-hour limits.

The planned connection must keep: original bank transaction, one or more explanations, return status, filing reference.

View official FreeAgent plans ↗

Official provider link. No referral or suitability claim.

Sage Accounting (UK)

Connector not live
Plans, limits and official links for Sage Accounting (UK)

A planned UK connection will link one Sage business, preserve its original record IDs and show what changes TaxSorted cannot detect automatically.

Current limits: Country, product, plan and user role change what is available. No supported public Sage Accounting change-notification service has been found, so regular complete change checks remain necessary.

The planned connection must keep: chosen Sage business, original Sage record IDs, tax treatment, links to source attachments.

View official Sage plans ↗

Official provider link. No referral or suitability claim.

HMRC test connections

Test system only

VAT and Income Tax connect separately. A test submission does not file your tax. TaxSorted is not yet recognised for production filing.

VAT

Review manually entered VAT figures and try a test submission. Starter Books does not yet derive a VAT return.

Open VAT test journey →
What connects today and what comes next

These are the delivery states for the full records-to-receipt journey. Planned steps do not describe a working feature.

  1. 1. Bring records in

    CSV open now

    Choose a source and one business. See what will be read before anything enters your books.

    A connection is access, not completeness.

    Loading link: Import a CSV →

  2. 2. Review the changes

    To check is open; changed rows are next

    Check suggested purposes and possible duplicates in To check. A changed row from the same source is detected, but its dedicated decision screen is still to build.

    No suggestion changes a figure until you confirm it; a detected conflict is not called resolved.

    Loading link: Open To check →

  3. 3. Check completeness

    Next

    Reconcile balances, unresolved items, evidence, late transactions and the source capabilities TaxSorted cannot see.

    Signing in to a source never earns a reconciled badge.

  4. 4. Prepare the tax view

    Income Tax open

    Trace each total back through categories, reviewed events and official guidance. Unknown facts remain unknown.

    Starter Books derives Income Tax quarter totals; it does not yet derive a VAT return.

    Loading link: Review a quarterly update →

  5. 5. Connect one HMRC module

    Sandbox only

    Connect VAT or Income Tax separately. Each module keeps its own permissions, status and off-switch.

    Disconnecting one tax must not disconnect the other.

    Loading link: Open HMRC practice connection →

  6. 6. Approve, send and keep the receipt

    Quarter practice open

    Re-read the local books, show the exact totals, submit them to HMRC's test system, and keep the submission reference.

    A sandbox receipt proves only that the test system accepted that send; payment tracking is not built.

    Loading link: Open the quarter flow →
Official guidance and integration sources

Source checks below are dated. Open the official guidance for the current rules and your circumstances.

  1. Check if and when you must use MTD Income Tax ↗

    GOV.UK · checked 2026-08-01

  2. Connect software and choose update periods ↗

    GOV.UK · checked 2026-08-01

  3. Create and correct digital records ↗

    GOV.UK · checked 2026-08-01

  4. Send cumulative quarterly updates ↗

    GOV.UK · checked 2026-08-01

  5. Make year-end business adjustments ↗

    GOV.UK · checked 2026-08-01

  6. Complete and submit the tax return ↗

    GOV.UK · checked 2026-08-01

  7. Pay a Self Assessment tax bill ↗

    GOV.UK · checked 2026-08-01

  8. Correct a Self Assessment tax return ↗

    GOV.UK · checked 2026-08-01

  9. VAT digital records and digital links ↗

    GOV.UK · checked 2026-08-01

  10. HMRC's MTD Income Tax software standards ↗

    HMRC · checked 2026-08-01

Official VAT guidance ↗Official MTD Income Tax guidance ↗HMRC VAT developer guide ↗HMRC Income Tax developer guide ↗