Help & support

Yes. TaxMate is designed for people who want to record what came in and what went out without learning accounting jargon. Add each item in plain language and TaxMate organises the supported totals and estimates.

No. Choose Continue without an account to use the core app on that device. Sign in when you want cloud backup, cross-device sync or a feature that requires an account.

Choose Continue with Google or Continue with Apple when displayed and complete the provider screen. The provider creates or opens the linked TaxMate account, so there is no separate TaxMate password-registration form.

Use the original sign-in provider and account that owns your TaxMate records. The shared welcome offers Google Sign-In and Sign in with Apple on Web, Android and iOS in supported versions. Apple Hide My Email may create a separate identity; TaxMate does not automatically merge accounts by email. Linking an Apple collision to an existing Google account requires your consent and verification.

TaxMate does not send a separate email or SMS login code for Google Sign-In. Google or your device may ask you to confirm your identity. Partner Sync codes and promotion codes are different and cannot be used to sign in.

No. TaxMate does not charge a separate fee to create an account, sign in, verify a Google identity or check Companies House details. A paid plan starts only after you review and confirm the price shown by the payment provider.

Check that you are online, allow the Google sign-in popup if you are using a browser, and choose the intended Google account. Close duplicate sign-in windows and try once more. If it still fails, use the troubleshooting details below before contacting support.

Google controls its own account-security checks. Complete them only on a genuine Google screen. TaxMate never needs your Google password, backup codes or complete card details.

Sign out, then sign in again and choose the Google account that owns your TaxMate data. Do not restore or overwrite records until the app has shown whether that account already contains data.

TaxMate avoids silently combining two different record sets. Review which account contains the records you want. If the data matters, make a local backup before choosing or replacing anything.

Yes. Sign in from the Account section. TaxMate will check the selected cloud account before associating or opening data so that existing records are not silently mixed.

Your supported cloud data remains linked to the signed-in account, and data already stored on this device is not automatically erased. Sign in with the same account to reconnect.

Choose a guided setup for a sole trader or partnership, set up a Limited Company if eligible, enter a Partner Sync code, or go directly to the dashboard if you already know what you need.

Choose Add a business, enter a name and select the correct structure. TaxMate then uses that business for its income, expenses and supported tax calculations.

Choose sole trader when you work for yourself and keep the business profit. Choose partnership when two or more people run the business and your tax position uses your agreed share of partnership profit.

Use a name that helps you recognise the work. A sole trader can use a simple description such as the trade or client-facing name; a partnership should use the partnership name used for its records.

It is the percentage of partnership profit treated as yours in TaxMate. Enter the agreed share, not the percentage of individual expenses you happened to pay.

Free includes one business. Multiple businesses require Plus or Pro. The plan screen shows the current feature limits before you upgrade.

Yes. Use the catch-up flow, choose the correct business and start month, then add income, expenses and supported mileage month by month.

It uses the first month you want to enter and then takes you through the remaining months in that UK tax year. It does not invent records for months you skip.

Yes. Save the records you have entered and return to ordinary Income or Expenses screens later. Review the dashboard for items that still need tidying.

Open Settings → Your businesses, choose the business and edit the supported details. Structural changes can affect calculations, so review the tax estimate afterwards.

Deleting a business also deletes its linked income and expense entries from the affected data set. Export a backup first because there is no ordinary undo. Shared partnership and cloud deletion rules may require additional confirmation.

TaxMate groups sole-trader and partnership records by the UK tax year, which runs from 6 April to 5 April. Select the year that contains the transaction date.

Open Income and tap Add income. Enter the amount, date, business and category, then save. The supported totals and tax estimate update from the saved record.

Open Expenses and tap Add expense. Enter the amount, date, business, category and business-use percentage where needed, then save.

Enter the actual transaction amount shown by your record. Do not enter a zero or negative amount; choose the correct income or expense flow and use the note field for useful context.

Use it when only part of a cost was for business. For example, enter 50% when half of a bill was business use. Use a fair, supportable split and keep evidence.

TaxMate places an entry in the UK tax year containing its date. Edit the date if it is wrong; do not duplicate the entry just to move it.

Yes. Open the entry, choose Edit, make the change and save. Review any tax estimate or report that used the old value.

Yes. Open the entry and use Delete this entry. The deletion is permanent for that record, so check the business, date and amount first.

Select only the months that genuinely contain the same repeating expense. The original month counts once, and a shorter month uses its last valid day when needed. Review the summary before saving.

Choose at least one month or switch the item to One-off. Months outside the selected tax year cannot be added by that repeat action.

Yes. Use My categories to add, rename or reset supported categories. Suggested categories are optional and can be changed later.

Existing entries keep their transaction data. Depending on the category state, they may keep the old label or display as Other until you reclassify them.

Folders are optional labels for organising entries. Removing a folder does not delete the entries inside it.

Use the filters shown on the Income or Expenses screen. A filter changes what you see; it does not delete or alter the underlying records.

TaxMate can track a supported annual business-mileage total and, on Plus or Pro, compare mileage with logged vehicle costs. Do not claim both methods for the same vehicle costs; confirm the appropriate method for your circumstances.

TaxMate uses the supported tax-year rules and the income, expense and adjustment information you enter. It is a planning estimate, not your final HMRC calculation.

It updates when you add, edit or remove relevant income, expenses, business-use percentages, mileage or HMRC-position adjustments. Check the selected year and completeness of every business before relying on it.

No. TaxMate organises records, prepares supported figures and guides you to an official or eligible filing route. You still submit the return separately. TaxMate is not affiliated with HMRC.

No. HMRC determines the official position after the required return and information are submitted. Treat the TaxMate amount as a planning figure and check material decisions with HMRC or a qualified adviser.

The personal estimate uses the supported rates for England, Wales and Northern Ireland. Scottish Income Tax bands differ, so do not treat that estimate as a complete Scottish calculation.

The ordinary estimate assumes the supported self-employed and partnership information entered in TaxMate. PAYE employment, savings interest, dividends, student loans and other personal circumstances may need separate treatment unless the screen explicitly supports them.

For eligible sole-trader income, TaxMate can compare the £1,000 trading allowance with actual expenses and show which produces the lower estimated taxable profit. It does not apply to partnership income.

Auto selects the supported option that gives the lower taxable profit from the information entered. You can inspect the comparison before relying on it.

It is the supported tax-free amount used in the estimate, subject to the rules and reductions shown for the selected year. Other income outside TaxMate can change how much allowance remains.

They are National Insurance treatments linked to self-employed profits. TaxMate shows the supported position for the selected year, including when voluntary Class 2 may be relevant; confirm eligibility before paying.

They are advance payments HMRC may require towards the following tax year. TaxMate can estimate them and include the figures you enter from your HMRC position.

The January amount can include a balancing payment for the earlier year plus the first payment on account. July normally shows the second payment on account. Your actual HMRC statement controls.

Enter the total advance payments HMRC asked for and that apply to the selected year, or zero if none. Use your HMRC records rather than guessing.

Use a positive amount for an earlier underpayment carried forward and a negative amount for an overpayment being deducted, following the HMRC position shown to you.

It is only an indication from the entered data. HMRC decides the final amount due or refundable after filing and reconciliation.

HMRC may allow a reduction when you reasonably expect lower profit, but interest can apply if you reduce too far. TaxMate does not submit that request for you.

It organises records and maps supported figures to SA103 sole-trader or SA104 partnership references. The mapping is a working aid, not a filed return.

TaxMate does not guess a form mapping before the official short-form mapping for that tax year is bundled. Keep the records and wait for a supported mapping or use current official guidance.

TaxMate helps keep digital records, assess supported thresholds and prepare MTD quarterly updates, then guides you to an HMRC-compatible submission route when available. It does not itself submit an MTD update.

Add all relevant gross qualifying income requested by the screen. TaxMate withholds a conclusion when required income or an official threshold mapping is missing.

Yes. Use the calendar export to download the available UK tax dates with reminders, then open the file in your calendar app. Always check the final deadline against your HMRC position.

On Plus or Pro, open an expense and choose Take photo or Choose existing photo. The image is linked to that expense.

Yes. Use the Receipts workflow to filter expenses that still need evidence and attach an image later.

Use a supported image file. Make sure the supplier, date and amount are readable before uploading.

The current workflow expects one receipt image for an expense. If two pieces of evidence belong together, place them clearly side by side in one image without hiding any details.

No. The supported receipt flow links an image to an expense record. Check that the expense amount, date, business and category are saved correctly.

Yes. Deleting the linked receipt image does not delete the expense entry.

New paid receipt uploads and Receipt Pack PDF export stop on Free. Download the Receipt Pack and keep a Full Backup ZIP while paid access is active.

It is a paid PDF export that arranges linked receipt photos with their details for review. It is not an HMRC submission or a restore file.

It is a paid summary of supported records and estimates for review or sharing. It is not tax advice, an official return or proof of filing.

TaxMate currently generates its PDF reports in English. Use English for business or category names that must display reliably in the PDF.

It is a tabular export of supported entries for review in spreadsheet or accounting workflows. Check the selected year and filters before sending it.

Confirm you selected the correct tax year and business and that saved entries exist in that period. Filters can also hide otherwise valid records.

Free covers core income and expense records, one business, supported tax estimates, basic mileage totals, SA103 reference, cloud sync and backup or restore as shown on the current Free plan card.

Plus adds multiple businesses, receipt photos, Receipt Pack PDF, mileage comparison, Helper features and the PDF tax report as shown on the current plan card.

Pro includes Plus and adds Partner Sync, the SA104 partnership working paper, MTD quarterly record preparation and one active Limited Company. Limited Company actions are Pro-only.

Yes. Sign-in lets TaxMate bind paid access to the correct account and verify it across supported devices.

They are renewal intervals. The checkout screen must show the selected plan, final price and interval before you confirm payment.

Plus is £3.99 monthly or £29.99 yearly. Pro is £9.99 monthly at launch, with an approved standard monthly price of £11.99, or £99.99 yearly. Check the final provider screen before paying.

TaxMate does not add a separate account or verification fee. The current Web checkout contract has Stripe Tax off, so the amount to confirm should be the displayed plan price after any valid discount. Do not approve an unexpected amount.

A bank or payment provider can display its own pending authorisation or security check. It is not proof that TaxMate access has started. Check the final receipt and plan status; contact the payment provider about an unexplained bank hold.

Review the plan, renewal interval, final amount, included access and payment method. Do not continue if the confirmation is incomplete or different from what you selected.

Purchases stay disabled when required payment, consumer or supplier information is not ready, or when the provider cannot safely verify the account. No plan should change without a successful confirmed payment.

The provider result must be verified and projected to your TaxMate account before paid access is active. If payment succeeded but the plan does not update, avoid paying again and use the troubleshooting steps below.

Your existing funded access remains until its valid end. An unsuccessful checkout does not grant the new plan and should not create an extra free paid period.

Review the upgrade quote before confirming. Pro becomes active only after the required difference payment succeeds; the quote can account for eligible unused paid time.

A supported downgrade normally keeps Pro until the paid period ends and then renews the same subscription as Plus. Review the effective date shown before confirming.

Open Manage subscription and follow the provider route shown. Cancellation stops the next renewal; funded access normally continues to the end of the period already paid for.

No. Cancelling stops a future renewal. A refund request asks for review of a payment already made. Use the correct action for what you want.

Open Manage subscription → Request a refund and choose the relevant payment. A refund request is separate from cancelling renewal. TaxMate records the request and review status; any approved refund is returned through the payment provider.

TaxMate records provider submission and confirmation separately. The payment provider or card issuer controls when confirmed funds become visible, so a request status is not the same as money already returned.

A successful full refund removes the entitlement funded by that payment, not unrelated valid access. A partial refund does not automatically change the plan.

Open Manage subscription and use the invoice or payment link provided for your billing route. TaxMate never needs your complete card number.

A valid promotion can grant Plus or Pro without a card or paid subscription. It never starts an automatic charge by itself and may have a fixed expiry or redemption limit.

Check every character, expiry and eligibility. A code may be invalid, exhausted, already redeemed, disabled for new redemptions or linked to a different account. Do not confuse it with a Partner Sync code.

Paid reports and paid features stop at effective expiry. If you remain Free, historical account data follows the tax-year retention rule described in the app. Download needed reports and make a Full Backup ZIP before access ends.

When signed in, supported personal records sync through TaxMate’s Firebase services so they can follow the same account across devices.

Core local use can continue offline. Cloud sync, sign-in, receipt upload, provider checks and other network-dependent actions wait until a connection is available.

Synced means the current supported changes reached the cloud. Syncing means work is in progress. Offline, waiting or retrying means some changes have not yet been confirmed remotely. Keep the app open and reconnect before changing devices.

Sign in with the same TaxMate account and wait for the cloud check to finish. Keep a Full Backup ZIP as independent protection, especially before replacing or wiping the old phone.

Signed-in supported records can sync, but simultaneous offline edits can take time to reconcile. Wait for Synced before switching devices and review important records afterwards.

Use Full backup for a ZIP containing TaxMate records and available receipt image files. JSON is data-only and does not include receipt binaries.

No. PDF and CSV exports are for reading or review. Use a TaxMate JSON or Full Backup ZIP accepted by the Restore flow.

Choose Restore from backup, select a valid TaxMate backup and review the confirmation. Restore replaces current local data, so create a fresh backup first.

Use an unmodified TaxMate backup of a supported type. A report, screenshot, random ZIP or manually edited JSON is not a valid restore file.

No. Restore returns eligible records and available receipt files; it does not grant Plus or Pro. Current account entitlement still controls paid actions.

Eligible receipt files can remain on the restoring device, but new paid receipt actions and paid exports remain locked. Include those files in the next Full Backup ZIP you keep.

Yes. Cloud sync supports continuity, while a local Full Backup ZIP gives you an independent copy for recovery and record keeping.

Add a business, choose Partnership and enter your agreed profit share. You can keep local figures without Partner Sync, or connect members with Pro.

It is an 8-character code used to connect an intended partner to one partnership business. It is not a login code, payment code, promotion code or HMRC code.

Sign in, choose Enter a Partner Sync code or the join action, enter the 8-character code and review Connect this business? before confirming. Pro access is required for new collaboration.

Save the partnership business first, then use Invite my partner to copy or share the secure joining link or code.

Check all eight characters, your connection, sign-in account and Pro access. The code may be mistyped, unavailable or linked to a partnership you cannot join.

No. Partner Sync shares the connected partnership business records. Your separate personal and sole-trader records stay private.

Authorised members can see records belonging to the connected partnership. Do not enter unrelated personal or sole-trader records into that shared business.

New Pro-only collaboration and write actions stop. Authorised retained history follows the entitlement and retention rules shown by the app.

Use the stop-sync or leave action for the relevant partnership. Your membership is removed; shared records remain for other authorised members.

When no authorised member remains, the approved partnership deletion lifecycle applies. Make any required records or backups before leaving.

Pro supports one active UK private limited company within the documented scope. It is separate from sole-trader or partnership records.

Yes. Choose the forming-company route to save a working name and continue later. Official Companies House facts cannot be labelled verified until the registered company is checked.

Choose the registered-company route, enter the Companies House number, run the check and review the returned legal name, date, status and type before saving.

It retrieves a public-record snapshot for the company number. You must still review the facts. Editing a verified fact marks it as needing checking while retaining the last official snapshot.

No. TaxMate does not charge a separate Companies House verification fee. Pro entitlement may be required for Limited Company actions, but the verification check is not an extra paid item.

Check the eight-digit company number and whether registration is complete. A temporary provider problem is different from a not-found result; retry later or enter supported facts manually when the app allows it.

It means a fact is manual, changed since the official snapshot, unsupported or otherwise not currently verified. Review it against Companies House or another authoritative record.

The company workspace supports the documented company money flows, including company income, company costs and supported personally paid or shared-expense treatments. Use the correct owner and payment account.

It records supported amounts the company owes to you, such as qualifying personally funded company costs or director-loan movements. It is not ordinary personal income.

Use the dedicated salary and dividend flows and enter only amounts actually supported by company records and decisions. TaxMate does not run payroll, create legal dividend paperwork or replace professional advice.

Yes, use the dedicated director-loan or company-repayment action so the direction and balance are recorded correctly. Do not enter the same movement again as ordinary income or expense.

TaxMate uses supported company events, accounting periods, tax adjustments, losses and eligible allowances. The result is a planning estimate and working calculation, not an HMRC assessment.

No. TaxMate prepares supported figures and working packs and guides you to the appropriate HMRC or Companies House filing route. It does not submit statutory accounts or a CT600.

Required company dates, transactions, ownership, adjustments, evidence or confirmations may be missing or need review. Follow the outstanding tasks instead of treating a partial figure as final.

The current documented scope supports one active Limited Company and does not support a second company or Limited Company collaboration.

New Pro-only company actions stop. Plus can retain eligible LTD history without enabling Pro operations; Free follows the whole-account tax-year retention rule. Make a Full Backup ZIP before access changes.

Use the in-app Download or Install action when available. Otherwise open the browser menu and choose Install app or Add to Home screen.

Open TaxMate in Safari, use the Share button, choose Add to Home Screen and confirm Add. The iPhone web install flow does not work the same way in Chrome.

Browser support and cache state can affect the prompt. Close and reopen the site, check the browser menu and follow the device-specific instructions shown by TaxMate.

No. You can use the supported Web version in a browser. Installing adds a convenient home-screen app experience.

Open Settings → Language and choose an available language. User-entered names remain as you typed them.

PDF reports are currently generated in English. Type important business and category names in English when they must appear reliably in the exported PDF.

Open Settings → Appearance and choose Auto, Light or Dark. Auto follows the supported device or browser preference.

No. It changes presentation, not saved transaction amounts, dates or business ownership.

Device-only records remain in the local app or browser storage. Signed-in supported records use TaxMate cloud services. Receipt storage and provider systems can use the locations described in the Privacy notice.

No. TaxMate does not sell bookkeeping data or use it for advertising. Optional usage measurement remains off unless you enable it.

Never send passwords, Google backup codes, complete card details or unnecessary sensitive receipt images. Describe the screen, device, time and error without exposing secrets.

No. TaxMate uses supported rules and public Companies House information but is not HMRC, Companies House or an official filing service.

You remain responsible for the statutory records required for your circumstances. TaxMate retention is a service rule, not a replacement for legal record-keeping duties; keep suitable exports and backups.

Delete all data on this device clears only the local copy. Delete my TaxMate account and data deletes the TaxMate sign-in identity and supported personal cloud data after required billing checks, then clears this device.

The confirmed flow removes your Firebase Authentication sign-in identity, supported personal TaxMate data and partnership membership. Shared records needed by other members can remain. An account-deletion marker, limited provider billing records and tombstones may remain for security, fraud prevention, refunds, disputes and legal obligations; they cannot recreate your deleted account.

TaxMate must reconcile active, pending or uncertain provider billing before deleting the app data, otherwise a later provider event could recreate inconsistent access. Manage the subscription and retry.

No. Signing in again creates a new, empty TaxMate account. Restore only from a backup you kept; restoring does not return paid entitlement.

Confirm that you are online and signed into the expected account. Keep the app open until the status changes, and create a local backup before signing out, clearing storage or reinstalling.

Check your connection, sign-in state, Plus or Pro access and that the selected file is a supported image. Retry once without changing the expense.

Check the connection and popup or provider window, then retry once. If it remains unavailable, no plan should change; do not create repeated payments.

Do not pay again. Confirm the provider receipt, use the same TaxMate account, reconnect and wait for verification. If it still does not update, contact support with the provider, plan, time and non-sensitive receipt reference.

Make sure the purchase belongs to the same signed-in account and provider. Reconnect and retry the restore or verification action. Do not share a purchase token or complete payment details by email.

Check the current account, provider status, paid period and whether the feature belongs to Plus or Pro. A cancelled but still funded period should remain until its effective end; an expired or refunded entitlement may not.

Confirm which type of code you have. Promotion codes unlock a plan; Partner Sync codes connect a partnership. Check characters, account, expiry or eligibility, then retry the matching flow.

Check the tax year, business structure, dates, amounts, business-use percentages, missing records and HMRC-position adjustments. Also consider income types TaxMate does not include.

Clear active filters, switch to the correct tax year and business, and wait for sync. Do not restore an older backup until you have checked the current cloud account and exported what remains.

Check whether catch-up, Repeat monthly, restore or multi-device work added the same transaction twice. Compare dates, amounts and businesses before deleting only the confirmed duplicate.

Check browser download permissions, available storage and the selected year. Try once more and look in the device Downloads folder; avoid repeatedly generating large Receipt Packs.

Use a supported browser, reconnect and reopen the site. On iPhone use Safari Add to Home Screen; on Android check the browser install menu. Do not clear app data unless you have a backup or confirmed cloud sync.

Reconnect, close duplicate tabs and reopen TaxMate. If records are visible elsewhere, create a backup before clearing site data, reinstalling or resetting anything.

Include what you were trying to do, the exact screen and message, device and browser or app version, approximate time, sign-in provider and whether sync showed Synced. Remove passwords, codes, card details and sensitive record images.

Contact HMRC or a qualified adviser for official filing status, tax treatment, payment arrangements or advice specific to your circumstances. TaxMate support can help with how the app behaves, not decide your legal tax position.