TaxBot

TaxBot prepares personal tax returns from information gathering through to submission to HMRC. Ask anyone who prepares self assessment returns where the time goes and they will not say the tax computation. They will say the three months before it: sending the information request, waiting, chasing, chasing again, then pulling bank statements, dividend vouchers, rental figures and P60s out of five different places in five different formats, and checking it is all complete before anyone signs anything, with the whole lot landing on a single deadline. Making Tax Digital makes that pattern more frequent rather than less. From April 2026, anyone with self employment or property income above £50,000 reports quarterly rather than once a year. The threshold falls to £30,000 in April 2027 and £20,000 the year after, so the gathering and chasing that firms disliked doing annually now happens four times over, for a widening group of clients. TaxBot goes at that directly. It builds a much shorter client information request, informed by last year's return, so the client has less to do and comes back faster. It then collates and extracts whatever they send, in whatever format it arrives, populates the return from the prior year figures and the new data, and flags gaps and inconsistencies before the review stage rather than after it. It runs through to filing with HMRC, and handles quarterly Making Tax Digital for Income Tax reporting on the same basis. The job changes from hunting for information and assembling a return to checking one that is already built. TaxBot goes live on 6 April 2027, timed for the point at which Making Tax Digital reaches the £30,000 threshold and firms need the gathering problem solved four times a year rather than once. Demos run on a real return, so you can judge it on your own work rather than on a sample file, and firms registering interest ahead of launch will be onboarded and ready before the season starts.