Pricing
One simple price for your MTD bookkeeping workflow.
Create your account without a card and prepare your records free. Start the 30-day trial when you submit your first obligation to HMRC. After that, SimpleTaxFlow is £60 per year, equivalent to £5 per month.
Free before filing
MTD-ready workflow
WhatsApp optional
Billed annually
SimpleTaxFlow
£5
/month equivalent
- Free bookkeeping and filing preparation
- 30-day trial starts at your first HMRC submission
- £5 per month equivalent
- £60 charged once per year
- MTD for Income Tax quarterly submissions
- Tax calculations and year-end tax return
- CIS, UK interest, UK dividends, and foreign dividends
- Cashbook, receipts, statement imports, reports, and exports
- Standalone mileage tracking with backfilling
- Invoices, recurring invoices, quotes, and supplier bills
- Property, project, asset, and cash-flow workspaces
- Accountant collaboration and reviewed-period locks
- WhatsApp is included, but optional
- Bank sync planned
Create free account
No card required until you are ready to submit. The trial starts then.
Feature summary
Everything in the plan.
No artificial tiers for core compliance. The plan includes the tools needed to capture records, reconcile transactions, manage supported income sources, calculate tax and complete filings.
FeatureSimpleTaxFlow
Equivalent monthly cost£5/month
Amount and billing frequency£60 billed annually
Add income and expenses onlineIncluded
Send receipts by WhatsAppIncluded and optional
Fixed asset registerIncluded
Bank syncPlanned
Included features
Built for everyday bookkeeping and the wider tax journey.
MTD for Income Tax
- Connect to HMRC for Making Tax Digital
- Prepare and check quarterly updates before filing
- See tax estimates, HMRC's own calculation, profit, and due dates
- Record CIS deductions with calculated 20%/30% rates
- Review UK savings interest
- Review UK and foreign dividends
- Open tax calculations whenever needed
- Complete the year-end tax return and final declaration
- Open a secure preview before submission
- Submit quarterly updates to HMRC
- Keep digital records for sole traders and landlords
Add income and expenses
- Add income and expenses online
- Record transactions by plain text in WhatsApp
- Attach receipts, invoices, images, and PDFs as evidence
- Review, edit, categorise, and delete records
- Find items that still need a category
- Upload receipts on the web and let OCR fill in the details
- Keep separate records for multiple income sources
- Create a property portfolio and assign rent and costs
Track business mileage
- Use mileage as a standalone feature whenever you need it
- Record a journey on the web or from WhatsApp
- Backfill repeated journeys across a date range
- Enter several different journeys in one quick table
- Import up to 500 dated journeys from a CSV log
- Summarise an existing retained log with supporting evidence
- Group backfilled journeys while retaining the dated audit trail
- Calculate claims using the rate that applied on each journey date
Import bank statements and match records
- Import bank statement PDF, CSV or Excel files
- Download a SimpleTaxFlow CSV template
- Recognise common UK bank export columns automatically, or remap them yourself
- Match statement rows against existing receipts and invoices
- Review imported rows before they join your records
- Avoid duplicates where exact matches already exist
- Bank sync planned
Send receipts by WhatsApp
- Send receipt photos, invoice images, and PDF evidence
- Use commands like SUMMARY, TAX, DUE, READY, PREVIEW, and LAST
- Keep a web mileage log or claim from chat
- Create invoices in plain English from chat
- Draft quotes in plain English from chat
- Turn weekly digest and deadline reminders on or off
- Check settings and AI usage limits
Create invoices and track payments
- Connect Stripe if you take online payments
- Create and send invoices from the web app
- Create and send invoices from WhatsApp
- Send quotes as branded PDFs and convert them to invoices
- Schedule monthly, quarterly or annual recurring invoices through Stripe
- Pause and resume recurring invoice schedules
- Track draft, sent, paid, overdue, and refunded invoices
- Automatically log paid invoices as income
- Review unpaid invoices in reports
Reports, planning and exports
For sole traders and landlords
Prepare your books and first filing before adding a card.
Use mileage, property, project and bookkeeping workspaces alongside invoices, reports and MTD filing checks free. Start your trial only when you submit to HMRC.