For sole traders and freelancers · UK
From your first money movement to a reviewed quarter, work through the steps for your self-employed business.
Open my tax yearNo 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.
Start with your self-employment and property income to see the main MTD Income Tax entry rules.
A first check of the main rules. Return history, exemptions and more complex circumstances need the detailed check.
Check MTD requirementsAdd income and expenses, review each suggestion and keep trading records separate from property records.
For one supported sole trade, alongside a separate UK property business. Records stay in this browser; signing in does not back them up.
Open sole-trader booksCompare a full-year trading-allowance projection with the ordinary expense method.
For one supported sole trade. It does not accept property or partnership figures, calculate final tax, or choose for you.
Compare sole-trader choicesTurn reviewed records into separate business totals, inspect the figures and export them.
Local preparation is available. Sending requires a separate HMRC test connection and approval; production filing is not live.
Review quarterly figuresKeep 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 preparation tools and official filing and payment routes for your next step.
TaxSorted production filing and year-end Income Tax submission are not live. Preparation, sending and a receipt remain separate.
Find filing and payment routesChoose a tax year, gather the evidence for your circumstances and check employment figures against a P60.
A local evidence checklist and preparation summary. It does not calculate a complete return, decide whether you must file or submit to HMRC.
Start or resume preparationBring in existing money movements, check the suggested categories and resolve duplicates.
The file is read in your browser. Importing does not confirm that your records are complete or ready to file.
Import a CSVUse CSV import now and inspect the current accounting-software connection options.
CSV is available for supported local books. Public Xero, QuickBooks, FreeAgent and Sage record imports are not live.
See record import optionsWork 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 checkFind 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