All software / AATAX
AATAX
Visit AATAX websiteView HMRC listing
Our notes
AATAX is HMRC-recognised MTD for Income Tax software that turns uploaded bank statements, receipts or spreadsheets into digital records. It is free for sole traders and landlords filing their own returns and sold to accountancy practices as a yearly package.
Pros
- Free for individuals, including quarterly updates and the final declaration
- No card details needed to sign up
- Self-employment, UK property and overseas property updates supported
- Agent packages published, from £99 a year ex VAT for up to 20 clients
Cons
- Free plan includes AI reading of 'about 100 pages a year'
- No bridging file formats (Excel, CSV) listed on the pages checked
Price
Prices can change without notice, so confirm with the provider before you buy. Spotted an error? Email us.
- Cheapest MTD-capable plan
- Individuals (Free)
- Per month
- Free
- Per year
- Free
- VAT
- n/a
- Notes
- 'Free for individuals': 'No subscription and no card.' Free plan lists AI reading of 'about 100 pages a year', digital records, quarterly updates and final declaration submitted to HMRC.
- Landlord pricing
- same product. Same free individual product for sole traders and landlords; quarterly updates cover self-employment and 'UK and overseas property income'.
- Agent/accountant pricing
- yes. Try: up to 3 clients £0 for 12 months. Starter up to 20 clients £99/year, Practice up to 50 £189/year, Growth up to 200 £299/year plus £0.35 per client over 200; all ex VAT, unlimited users. VAT returns are an add-on (+25%).
Really free?
- Quarterly updates free
- yes
- Tax return (final declaration) free
- yes
- Limits
- Free plan lists AI reading of 'about 100 pages a year' (bank statements and receipts). No other limits stated.
- Bank account condition
- None
- Time limit
- None stated
Landlords and spreadsheets
- Excel bridging
- unknown
- Google Sheets bridging
- unknown
- CSV import
- unknown (product illustration shows a CSV bank statement upload; formats not listed)
- Bridging notes
- Users can 'Upload bank statements, receipts or spreadsheets'; supported file formats are not listed on the pages checked.
HMRC listing
What the software provider has told HMRC. “In development” means the provider has committed to building it in time for the 2026 to 2027 tax return.
Features
| Free version | Ready now |
|---|---|
| Agent software | Ready now |
| Individual software | Ready now |
| Software that creates digital records | Ready now |
| Bridging software that connects to records | Ready now |
| Standard update period (6 April to 5 April) | Ready now |
| Calendar update period (1 April to 31 March) | Ready now |
| Making Tax Digital for VAT | Not included |
| HMRC Assist (Submission Feedback) | Not included |
Business income
| Sole trader | Ready now |
|---|---|
| UK property | Ready now |
| Foreign property | Ready now |
Other income sources and items
| Employment (PAYE) | Ready now |
|---|---|
| UK dividends | Ready now |
| State Pension income | Ready now |
| Private pension incomes | Ready now |
| Partner income from a partnership | Ready now |
| Foreign dividends | Ready now |
| Foreign interest | Ready now |
| Private pension contributions | Ready now |
| Construction Industry Scheme | Ready now |
| Charitable giving | Ready now |
| Capital Gains | Ready now |
| Student Loan | Ready now |
| Marriage Allowance | Ready now |
| Voluntary Class 2 National Insurance | Ready now |
| High Income Child Benefit Charge | Ready now |
| UK interest | Ready now |
Accessibility
| Blindness or impaired vision | Ready now |
|---|---|
| Deafness or impaired hearing | Ready now |
| Motor or physical difficulties | Ready now |
| Cognitive impairments | Ready now |
Platform
| Software type | Web browser |
|---|---|
| Compatible with | Microsoft Windows Mac OS Linux |
| Language | English |