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Architecture of understanding

A UK tax expert that knows where the edge is.

No mystery score. No confident guessing. Every result shows the facts used, what is unknown, the rule that fired, when it applies, the official receipts and the next honest action.

唔估、唔嚇、逐條規則畀你睇。 Unknown is never zero. Explain, classify, calculate, prepare and file are different powers.

Coverage first. Depth where time matters.

First deep path: MTD Income Tax

The regime is live. For the first cohort, the first quarterly update deadline is 7 August 2026. This check uses the existing ITSA rules engine and stops automatically when its official-source review is overdue.

1. The legal doorway

The law asks whether the 2024/25 return containing the relevant activity was required. Failing to file a required return does not switch MTD off.

2. The number HMRC tests

Use gross amounts from the 2024/25 return before expenses. UK residents include UK and foreign property income. For a non-UK resident, enter only self-employment income included in the UK return, plus UK property income. Type 0 only when it is genuinely zero; blank means unknown.

3. Return evidence, HMRC decisions and periods

This asks what the return actually contains, not whether you think a legal exemption applies. Check the definitions in the current HMRC exemption guide.

Look ahead to the April 2027 and April 2028 phases

These remain forecasts until the relevant return and residence position are known.

2025/26 forecast

2026/27 forecast

Runs in this browser. No name, NINO, UTR or figures are sent to TaxSorted.

The whole path

What TaxSorted actually covers

A capability only claims the stages it can perform today. “Mapped” does not secretly mean “calculated”; “prepared” does not secretly mean “filed”.

Become or remain a sole trader or landlord

Making Tax Digital for Income Tax readiness

Deep path available

Individuals required to deliver the relevant Self Assessment return where at least one represented activity continued at entry; residence-aware thresholds, concrete exemption evidence, cessation and 2026/27 deadlines.

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Boundaries
  • HMRC exemption decisions
  • Amended-return and automatic annualisation calculations
  • Exact source-level workload without start and prior-return history
  • Preparation or filing

Buy a home or residential land

Residential Stamp Duty Land Tax

Deep path available

One ordinary residential dwelling in England or Northern Ireland, with explicit legal classifications supplied by the caller.

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Boundaries
  • Scotland and Wales
  • Mixed or non-residential land
  • Linked or complex transactions
  • Relief eligibility advice

Sell goods or services

VAT records, returns and HMRC connection

Useful, bounded

UK VAT records, common schemes, nine-box return preparation and HMRC sandbox/live connection when configured.

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Boundaries
  • A universal VAT place-of-supply classifier
  • Production availability without HMRC credentials
  • Every sector scheme
Open current tool →

Income or family circumstances change

Personal tax thresholds and lawful planning

Useful, bounded

2026/27 teaching and planning around adjusted net income, Personal Allowance, HICBC, pensions, dividends and CGT.

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Boundaries
  • Filing-grade liability
  • Scottish earned-income rates
  • Residence and foreign income
  • Trusts and estates
Open current tool →

Prepare an individual tax return

Rest-of-UK Self Assessment estimate

Useful, bounded

One rest-of-UK taxpayer with self-employment, UK property and other non-savings income.

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Boundaries
  • Savings and dividend ordering
  • Scottish rates
  • Student loans
  • Foreign income
  • Loss carry-forward and final HMRC calculation
Open current tool →

Start or change a job or pension

PAYE, tax codes, benefits and employee National Insurance

Mapped next

Coverage map only.

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Boundaries
  • Classification
  • Calculation
  • Payroll filing

Save, invest or sell assets

Savings, dividends and Capital Gains Tax

Mapped next

Plain-language source map and simplified teaching examples.

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Boundaries
  • Income ordering calculation
  • Losses and reliefs
  • 60-day property reporting decision

Arrive, leave or work across borders

Residence and foreign income or gains

Mapped next

Coverage map only; fact-heavy cases must stop for review.

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Boundaries
  • Statutory Residence Test decision
  • Treaty analysis
  • FIG, remittance and Overseas Workday Relief claims

Contribute to or draw a pension

Pension tax relief and allowances

Mapped next

Threshold explanation and limited annual-allowance warnings.

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Boundaries
  • Carry-forward proof
  • Lump-sum and death-benefit calculation
  • Scheme-specific advice

Give assets, die, administer an estate or trust

Inheritance Tax, trusts and estates

Mapped next

Coverage map only.

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Boundaries
  • Liability
  • Valuation
  • Relief qualification
  • Trust Registration Service

Form and run a company

Corporation Tax and company-owner interactions

Mapped next

Coverage map only.

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Boundaries
  • Accounting-period computation
  • Capital allowances
  • Losses
  • R&D
  • Company filing

Correct, dispute, appeal or cannot pay

Corrections, appeals, penalties and payment difficulty

Mapped next

Coverage map only.

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Boundaries
  • Case strategy
  • Representation
  • Appeal filing
  • Payment-plan negotiation

For agents and builders

The same understanding has a machine form.

The public capability registry needs no key. Stateless assessments use a workspace key and return the versioned taxsorted.tax-answer/1 envelope. Request bodies are strict, bounded and reject duplicate fields.

Capability JSONTask-sized OpenAPI 3.1Personal-tax playbook