TaxSorted Local

Your tax.
Your computer.

A personal workspace for individuals, sole traders and landlords. Organise your records, understand your next steps and prepare your figures in an app that works offline.

Get the local app Understand your data

No account needed for local tools. Public downloads are being prepared.

01 · Get set up

One app, on your own computer.

Local preview

Public installers are not available yet. An earlier preview passed automated checks on Windows x64, Linux x64, Intel Mac and Apple silicon. Consumer installation and recovery checks and trusted release signing are still pending. Public source downloads are also pending; the developer setup below is for people who already have a source checkout.

What has been tested?

The 30 September 2026 preview (revision af4a5ab) passed automated checks of the source app, packaged app and installer on all four targets, including saved-work recovery. Those results apply to that preview. A public release needs checks on the exact installer files being offered, alongside consumer acceptance and signing.

Windows previews are unsigned, and Mac previews are not notarised or trusted by Gatekeeper. Linux checks used a prepared test environment; installation on a standard Ubuntu desktop still needs checking. These results do not establish readiness for everyday use.

macOS

DMG / ZIP

Intel and Apple silicon previews. Build on macOS.

Download not published yet

Windows

EXE installer

Windows x64 preview. Build on Windows.

Download not published yet

Linux

AppImage

Linux x64 preview. Build on Linux.

Download not published yet

Developer setup with an existing source checkout

If you already have access to the source and are comfortable running commands, start in a checkout of the TaxSorted source, with Git, Node.js 22 and npm installed. Create a separate project, install its dependencies, then build and open the app. Dependency installation needs an internet connection; using the built app does not.

node scripts/create-local-project.mjs ../my-taxsorted
cd ../my-taxsorted
npm ci
npm run desktop:install-runtime
npm run desktop:build
npm run desktop:start

The scaffold copies source files and excludes app profiles and known private paths. Copies run by the same operating-system account share the app’s existing profile. Use separate computer accounts for different people’s private records. Build an installer on each target operating system; each platform needs its own testing.

02 · Made for the work in front of you

Start locally. Keep making progress.

Works offline

Tax preparation

Choose a tax year, work through evidence tasks and export a year-specific preparation summary.

Open tool

Works offline

Money records

Add income and expenses, import CSV files and review your figures.

Open tool

Works offline

Planning & guides

Use the bundled calculators and read the included tax guides.

Open tool

Works offline

Tax summary and handover

Keep a general Tax Position Passport of your income sources, evidence and unknowns to share yourself.

Open tool

Online connections are outside this preview.

TaxSorted Account sign-in, HMRC connections and submissions, provider sync, and live public data need online services and are unavailable in the local app. Use manual entry or CSV import for your records. Preparing figures does not file a return. Guides and rules are the versions bundled with the app; updating them requires a newer build.

03 · Your data

Know where your work lives.

Saved on this computer

The app keeps money records, saved Passport and preparation drafts, checklists and preferences in its own local app profile. This is separate from taxsorted.io in your browser. Existing website data is not moved into the app automatically. It has no cloud backup, sync or automatic update service.

Workspace backups are password-protected; Books-only backups also offer protection by default. TaxSorted does not encrypt the live app profile, Passport exports or other ordinary exports. Your operating system’s account controls and disk protection still matter.

Bring your work, keep a backup

Save your work in each tool, then open Workspace backups in your existing browser. Prepare and download a protected copy of saved Books, Passport, preparation drafts and personal checklists. Keep its password separately; TaxSorted cannot reset it.
In the app’s Workspace backups page, choose that file and unlock its preview. Download a protected safety copy of the work currently there, review the comparison and confirm replacement. All included areas are replaced together, including areas with no saved work in the backup.
Reload TaxSorted after restoration. Confirm each business in Money records again before preparing quarterly figures. Restoring saved work does not submit it to HMRC or reconnect providers.

Keep backups somewhere you control before removing the app profile or moving to another computer. Workspace backups include saved preparation for 2025–26 and 2026–27; unsaved forms, original documents, receipt attachments, account sign-in details, provider permissions and preferences are excluded. Older Books-only backups still restore through Money records → Backups.

Ordinary Passport exports and preparation summaries remain unencrypted handovers. Use a workspace backup to restore the saved drafts.

Back up or restore saved work →Books-only backups →Open Money records →Open Tax summary and handover →All product boundaries →