For accountants and advisers · UK
Help someone understand their position and prepare a portable handover for review. Start with the same checks and evidence they can see.
Build my checklistNo account needed to explore or start a checklist.
Your services
Use these in order, or jump straight to the task you came for. Each tool shows its own scope.
See the supported assessments, public sources and API access boundaries for professional use.
No client list, shared records or authority to act for a client. API access and a client's permission are separate.
See professional tool coverageWork through return history, residence, exemptions and unknown facts with source-linked explanations.
Uses its stated facts and reviewed source coverage. It identifies unresolved cases; it does not issue an HMRC decision.
Open the detailed MTD checkKeep income sources, unknown facts and named evidence together in a printable or downloadable Tax Passport.
Saved only when you choose. This is a local handover, not a shared adviser workspace or proof that evidence has been checked.
Build a tax summaryFind the right route for a record correction, return amendment, appeal, complaint or payment difficulty.
Official help and guidance. TaxSorted does not accept confidential case files, represent you or decide an appeal.
Find help with a tax problem