Tax clarity for UK sole traders
Avoid overpaying before you file the return
Upload your statements and see your estimated tax, possible savings, and a personalised PDF report for you or your accountant — all for £9.99
- No account required
- No personal data collection
- 256-bit encryption
- ACCA partner
- 10+ years accounting experience
Everything you need for tax clarity
From raw bank data to an HMRC-ready breakdown in minutes.
See Your Tax Instantly
Turn raw statement data into a clearer estimate of where you stand before you file.
Identify Savings Before Filing
Surface deductible expenses and missed opportunities before anything gets submitted.
Suggestions Based On Your Business
Get suggestions shaped by type of your business, income sources, and expense patterns.
Know If You Have Used All Your Allowances And Deductions
See whether you may have missed important allowances or deductions before you file.
HMRC-Ready Categories
Expenses are mapped to official self-assessment categories - no more guessing where things go.
PDF Tax Report For You Or Your Accountant
Download a polished report with your categorised expenses, tax period coverage, and personalised advice - for your filing or for your accountant.
How it works
Three simple steps to tax clarity.
Tell us about your business
Add a quick profile so the analysis matches the right tax context for your work.
Upload your bank statements
Upload CSV, XLSX, or PDF files and see your transactions pulled into one place in minutes.
Get your tax clarity report
We categorise expenses, estimate tax exposure, flag possible savings, and show what to do next before filing.
Trusted and secure
Your data stays protected throughout the flow, with no bank statements or transactions stored on our servers.
Only pay when you're ready for tax clarity
Profile and upload are free. Pay once when you want the full analysis and report.
- See your tax instantly
- Identify savings before filing
- HMRC-ready tax categories
- Downloadable PDF report
- Downloadable XLS report
- Multiple statement support
- Review and override suggestions
- CSV, XLSX, and PDF support
- No account required
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How can UK sole traders check their tax before filing?
Upload your bank statements to AI Tax Advisor and get an instant estimate of your tax position. The tool categorises every transaction into HMRC Self Assessment categories, surfaces missed deductions, and generates a downloadable PDF report — all for a one-time £9.99 fee, with no account required.
- AI categorises expenses against HMRC-approved categories
- Identifies allowances and deductions you may have missed
- Generates a PDF report you can share with your accountant
- Supports CSV, XLSX, and PDF bank statements
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Frequently asked questions
Stop overpaying tax.
Get tax clarity before filing and know what to do next from your bank statements in minutes.
No subscription. No hidden fees. Pay only when you're ready.