idutax

For UK accountants

Collect Self Assessment records without the email chase

Online returns and the balancing payment are due on 31 January 2027. Send each client one link, they upload from their phone, and you see what has arrived and what is missing.

No login for clients. No app. Free for up to 5 clients, no credit card.

Start free

Checklists written for UK practice

Pick a template, adjust the items, send the link. Every list is editable.

New client onboarding
Photo ID, proof of address, NI number, UTR, HMRC agent authorisation
Self Assessment (SA100)
P60/P45, P11D, dividends, interest, pensions, Gift Aid, student loan, Child Benefit, capital gains
Self-employed (SA103)
Sales records, expenses, bank statements, mileage, CIS deduction statements
Rental property (SA105)
Rent summary, agent statements, mortgage interest, repairs and expenses
Making Tax Digital for Income Tax
Qualifying income, bank feed or records, quarterly figures, agent authorisation
Corporation Tax (CT600) and VAT
Accounts, bank statements, director loan account, sales and purchase records

How it works

Add a client and choose a template, for example Self Assessment (SA100).
Send the request by email or copy the link into WhatsApp or text.
The client uploads against each item on their phone. Reminders go out automatically.
You get notified, review the files and tick off what you need.

Questions UK firms ask

Does idutax connect to HMRC?

No. idutax collects documents and information from your clients. You still prepare and file in your usual software.

Do my clients need an account?

No. Each client gets one link. They open it on a phone or computer and upload against a checklist. There is nothing to install and no password.

Where is client data stored?

Files are stored in Cloudflare R2 in eastern North America and the database runs on Neon in US East. idutax does not currently offer UK or EU storage, so client data is transferred outside the UK. See the sub-processor list, and contact us if you need a data processing agreement.

Can it help with anti-money-laundering checks?

The onboarding checklist asks for photo ID and proof of address and stores them securely. idutax does not run electronic identity verification.

What does it cost?

Free for up to 5 clients, no card. Starter is $39 a month for 50 clients and Pro is $59 a month for 250 clients and 5 team members, a flat price rather than per user. Prices are in US dollars.

See the sub-processor list and the security page. Questions: info@idutax.com.