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Everything you need to know about using EasyTax UK to manage your taxes efficiently.

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Dashboard Invoices Expenses HMRC Connection Tax Reports AI Tax Advice Submit Declaration

Dashboard

All Plans

Your dashboard is the central hub for accessing all EasyTax UK tools and features. Here you'll find:

  • Financial Overview: See your income, expenses, and estimated tax at a glance
  • Quick Actions: Create invoices, add expenses, and access common tasks
  • Notifications: Important reminders about tax deadlines and pending tasks
  • Recent Activity: Your latest invoices, expenses, and account updates

Pro Tip: Customize your dashboard by clicking the "Customize" button in the top-right corner to show the information most relevant to you.

Invoices

All Plans

Create professional invoices and manage your income with ease:

  • Create Invoice: Click "New Invoice" to generate a professional invoice for your clients
  • Manage Invoices: View, edit, and track the status of all your invoices
  • Send Reminders: Automatically send payment reminders for overdue invoices
  • Recurring Invoices: Set up recurring invoices for regular clients (Pro plan only)

Free Plan Limit: You can create up to 3 invoices per month. Upgrade to Pro for unlimited invoices.

Expenses

All Plans

Track your business expenses to maximize tax deductions:

  • Add Expense: Manually enter expense details or upload receipts
  • Receipt Scanning: Take photos of receipts for automatic data extraction (Pro plan only)
  • Categorization: Organize expenses into tax-relevant categories
  • Reports: Generate expense reports for specific time periods

Pro Tip: Keep all your business receipts, even small ones. They add up and can significantly reduce your tax bill.

HMRC Connection

Pro Plan

Connect directly with HMRC for seamless tax submissions:

  • Authorize Connection: Securely connect EasyTax UK to your HMRC account
  • Submit Declaration: File your Self Assessment directly from EasyTax UK
  • Check Status: Monitor the status of your submissions
  • Payment Integration: Pay your tax bill directly through the platform

Security Note: Our HMRC integration is fully authorized and uses the official HMRC API. Your data is encrypted and secure.

Tax Reports

All Plans

Generate comprehensive tax reports and estimates:

  • Tax Estimate: Get real-time estimates of your tax liability
  • Profit & Loss: View your business performance over time
  • PDF Export: Download professional reports for your records (Pro plan only)
  • Accountant Access: Share reports directly with your accountant (Pro plan only)

Pro Tip: Review your tax estimates quarterly to avoid surprises and plan for tax payments.

AI Tax Advice

Pro Plan

Get personalized tax optimization advice from our AI:

  • Ask Questions: Get answers to your specific tax questions
  • Deduction Finder: Discover potential deductions you might have missed
  • Tax Planning: Receive strategic advice for minimizing your tax burden
  • Industry-Specific Tips: Get advice tailored to your specific business type

Note: While our AI provides valuable guidance, complex tax situations may require consultation with a professional accountant.

📤 Submit Declaration

This section explains how to fill each part of your Self Assessment submission form on EasyTax UK. Please read carefully before submitting to HMRC.

  • Business Name & Description:
    Enter the official name of your self-employed activity (e.g. "Sarah's Virtual Assistance") and briefly describe what you do.
  • Business Address & Postcode:
    Use your trading address — even if you work from home. Must match details used on your invoices or official HMRC records.
  • Accounting Period (Start/End Date):
    Typically runs from 6 April to 5 April (e.g. 06/04/2023 to 05/04/2024). Only change this if you've agreed a different year with HMRC.
  • Business Start Date:
    The date you officially started trading — not when you registered, but when you actually earned your first income.
  • VAT Registration:
    Tick this if you are VAT registered. If so, enter your VAT number. If not, leave blank.
  • Accounting Method:
    Choose "Cash Basis" if you record income/expenses only when money comes in or out. Choose "Accruals" if you count invoices even before they're paid.
  • Total Income:
    This is auto-filled based on invoices uploaded. No need to modify unless instructed.
  • Total Expenses:
    Also auto-filled based on uploaded receipts. Please review for accuracy.
  • Capital Allowances:
    Enter the value of large business items like tools, vehicles or computers that you want to claim over time.
  • Adjustments:
    Use this if you need to correct anything — like personal use of business costs or any manual fixes to your profits.
  • Pension Contributions:
    Enter the total amount paid into personal pensions that qualify for tax relief during the tax year.
  • Gift Aid Donations:
    Enter the total value of donations you made to UK-registered charities under Gift Aid.
  • Student Loan:
    Select your student loan plan (Plan 1, Plan 2, or Postgraduate Loan) if you are repaying via Self Assessment.
  • Other Income:
    If you received additional income not already uploaded (e.g. rental income, dividends, foreign earnings), enter it here with a short explanation.
  • Confirmation Checkbox:
    Before clicking "Submit to HMRC," you must confirm that everything you entered is true and complete to the best of your knowledge.

Need help? Contact support or use the AI Tax Advice tool for personalised guidance.

Still need help?

Our support team is ready to assist you with any questions or issues.

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