TaxNav

Active

Country: United Kingdom (GB)
Founded: 2023
Developer: FinMedTech (finmedtech.co.uk)
Pricing: Free until end of 2025; £5/mo from April 2026
Open source: No
Platforms: Web, iOS

Indexes

Tax Preparation

Overview

TaxNav is HMRC-recognised software for UK Making Tax Digital (MTD) for Income Tax Self Assessment, enabling quarterly submissions for sole traders, self-employed individuals, and landlords. It supports direct data entry, spreadsheet imports from Excel/Google Sheets/Apple Numbers, and HMRC API connections without requiring workflow changes or installations. Targeted at non-accountants, it provides guided interfaces, real-time tax estimates, and AI error checking while focusing solely on MTD compliance rather than full accounting.

Key Features

Swipe to Categorize - Swipe right for business expenses, left for personal on iOS app.
Automatic Bank Sync - Connects UK bank accounts via TrueLayer for transaction syncing.
AI-Powered Categorization - AI suggests HMRC-compliant expense categories with user control.
Real-Time Tax Calculations - Updates Income Tax and National Insurance liability as transactions are categorized.
MTD Quarterly Submissions - One-tap submission to HMRC via API.
Spreadsheet Import - Imports totals from Excel, Google Sheets, or Apple Numbers for bridging.
AI Error Checking - Reviews data before submission to catch mistakes.
Quarterly Deadline Reminders - Built-in notifications to prevent missed deadlines.

Pricing

Plan	Price	Includes
Free Version	Free	All features for simple tax affairs during public pilot until end of 2025.
Subscription	£5 per month (excl. VAT)	Full access starting April 2026 for 2026/27 tax year; supports trade and property income.

Platforms & Requirements

TaxNav runs in any web browser without downloads or installation, accessible on desktops, iPads, and smartphones. iOS app available on App Store with swipe gestures. Requires UK bank account, National Insurance Number, and HMRC MTD enrollment; no automated bank feeds in web version currently.

Integrations & Ecosystem

TrueLayer Open Banking
HMRC Making Tax Digital API
Anthropic Claude AI
Excel import
Google Sheets import
Apple Numbers import

Alternatives

App	Difference
GoSimpleTax	Offers bank feeds and receipt scanning, more full-featured but less focused on spreadsheet bridging.
Taxfiler	Provides comprehensive accounting reports like P&L and balance sheets, unlike TaxNav's MTD-only focus.
FreeAgent	Full bookkeeping with automation, higher cost and complexity for non-accountants.
QuickBooks Self Employed	Includes OCR receipt capture and cash flow reporting, but requires more setup.

Reputation

TaxNav is perceived as simple and affordable for MTD compliance, praised for spreadsheet bridging and non-accountant accessibility. Users appreciate real-time tax estimates and quick setup, though it lacks advanced reports like profit/loss or balance sheets. Some note absence of bank feeds or OCR as limitations, with future additions planned based on feedback.

Sources (8)