Complete Feature Set

Everything your business needs

From double-entry bookkeeping to AI-powered receipt scanning — Tax Amigo provides a complete accounting and compliance platform for UK businesses.

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Accounting

Professional Accounting Tools

Complete double-entry accounting with invoicing, purchase management, and bank reconciliation — all automated with AI.

Double-Entry Bookkeeping

General ledger, chart of accounts & trial balance

Professional double-entry accounting with a fully customisable chart of accounts. Every transaction is automatically posted to the correct accounts, maintaining perfect balance at all times. Generate trial balances, view journal entries, and drill down into any account with ease.

  • Automated journal entries
  • Customisable chart of accounts
  • Trial balance reports
  • Period-end closing
  • Audit trail

Sales Invoicing

Invoices, credit notes, recurring billing & payments

Create professional, branded invoices in seconds. Set up recurring billing for subscription clients, issue credit notes, and track payment status in real time. Automated payment reminders reduce late payments significantly.

  • Professional invoice templates
  • Recurring billing automation
  • Credit notes & adjustments
  • Payment tracking & reminders
  • Multi-currency support

Purchase Management

Vendor invoices, OCR extraction & approval workflows

Upload supplier invoices and let our AI extract all the key details automatically — vendor name, amount, VAT, and due date. Set up approval workflows for larger purchases and maintain a complete purchase ledger.

  • AI-powered OCR extraction
  • Approval workflows
  • Vendor management
  • Purchase ledger
  • Duplicate detection

Receipt Scanning

AI-powered OCR captures vendor, amount & category

Never lose a receipt again. Use the mobile app to photograph receipts on the go. Our AI instantly extracts vendor name, amount, date, VAT, and suggests the correct expense category — all in under 3 seconds.

  • Instant mobile scanning
  • AI data extraction
  • Auto-categorisation
  • VAT identification
  • Cloud storage

Time Tracking

Live timer, project billing & invoice conversion

Track billable hours with a live timer or manual entry. Organise time by project and client. When it's time to bill, convert tracked hours directly into a professional invoice with one click.

  • Live timer
  • Project & client organisation
  • Billable rate management
  • One-click invoicing
  • Timesheet reports

Bank Reconciliation

Auto-import, AI categorisation & transaction matching

Connect all your UK bank accounts for free. Transactions import automatically and our AI categorises them based on your historical patterns. Smart matching links bank entries to invoices and expenses, making reconciliation effortless.

  • Free bank connections
  • Automatic import
  • AI categorisation
  • Smart transaction matching
  • Reconciliation reports
Compliance & Reports

Tax Compliance Made Simple

Stay compliant with HMRC Making Tax Digital, VAT, Corporation Tax, PAYE, and Self Assessment — all from one platform with automated filing and reporting.

UK MTD (Making Tax Digital)

HMRC Recognised

HMRC-recognised software for Income Tax & VAT

Tax Amigo is fully compliant with HMRC's Making Tax Digital initiative. Submit quarterly updates for Income Tax Self Assessment and file VAT returns directly to HMRC through our secure API connection. Stay ahead of MTD deadlines with automated reminders.

  • MTD for Income Tax (ITSA)
  • MTD for VAT
  • Quarterly updates
  • Direct HMRC submission
  • Compliance calendar

Corporation Tax

Corporation Tax

CT600 returns, computations & HMRC filing

Prepare and file Corporation Tax returns (CT600) directly with HMRC. Tax Amigo automatically calculates your taxable profits, applies the correct rate (19% or 25%), and generates the supporting computations required for submission.

  • CT600 return preparation
  • Taxable profit computation
  • Capital allowances
  • Direct HMRC filing
  • Payment deadline reminders

PAYE & Self Assessment

PAYE & SA

Payroll, NI contributions & SA100 returns

Manage PAYE payroll for employees and directors, calculate National Insurance contributions, and prepare Self Assessment (SA100) returns for sole traders and partners. All submissions go directly to HMRC via our secure API connection.

  • PAYE payroll processing
  • NI contributions (Class 1, 2, 4)
  • SA100 Self Assessment
  • P60 & P11D generation
  • Real Time Information (RTI)

Financial Reports

P&L, balance sheet, working papers & exports

Generate professional financial reports at any time. Profit & Loss statements, Balance Sheets, Cash Flow statements, and detailed working papers — all formatted to UK accounting standards and exportable to Excel, PDF, or CSV.

  • Profit & Loss statement
  • Balance sheet
  • Cash flow statement
  • Working papers
  • Excel/PDF/CSV export
Platform

Intelligent Cloud Platform

AI-powered document management, smart categorisation, and multi-company support — the infrastructure for modern accounting.

Cloud Document Storage

Invoices, receipts & tax docs organised by fiscal year

All your financial documents stored securely in the cloud, automatically organised by fiscal year, document type, and company. Never lose an important document again — everything is searchable and accessible from any device.

  • Unlimited storage
  • Fiscal year organisation
  • Full-text search
  • Secure sharing
  • Automatic backups

AI Auto-Categorisation

LLM learns your patterns & suggests account codes

Our large language model analyses your transaction history and learns your specific categorisation patterns. Over time, it becomes increasingly accurate at suggesting the right account codes, VAT treatment, and expense categories — reducing manual data entry to near zero.

  • Pattern learning
  • Account code suggestions
  • VAT treatment detection
  • Confidence scoring
  • One-click approval

Multi-Company Management

Unlimited companies, country-specific tax regimes

Manage multiple UK businesses from a single Tax Amigo account. Each company gets its own set of books, bank connections, and tax settings. Switch between companies instantly with the correct HMRC tax regime applied automatically for each entity.

  • Unlimited companies (Pro)
  • Separate books per company
  • UK tax regime per company
  • Consolidated reporting
  • Role-based access
Bookkeeping

Bookkeeping Services

Whether you're a business owner looking for an advisor, or an accountant looking for practice management tools — Tax Amigo has you covered.

Find a Certified Amigo Advisor

I am a customer — find my accountant

Connect with a certified Tax Amigo advisor in your area. Our network of qualified accountants and bookkeepers are trained on the platform and can take over your books, advise on tax planning, and handle HMRC submissions on your behalf.

  • Verified qualifications
  • Local advisors
  • Direct platform access
  • Fixed-fee packages
  • Free initial consultation
Find an Advisor

Solutions for Accountants

I am a bookkeeper or accountant

Tax Amigo gives accountants and bookkeepers a powerful practice management platform. Manage all your clients from one dashboard, collaborate in real time, and deliver professional services more efficiently than ever before.

  • Multi-client dashboard
  • Client collaboration tools
  • Practice management
  • Bulk processing
  • White-label options
Accountant Portal

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