Help Centre

What is MTD ITSA and do I qualify?

Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is a new UK government requirement that changes h...

Sole trader, Landlord, or Both — which do I choose?

When you sign up, AimTax asks what type of income you have. Here is how to choose. Choose Sole trader if:...

How to create your AimTax account

Creating your account takes about 2 minutes. No credit card is needed to get started. Step 1 — Sign up Go...

Setting up two-factor authentication (2FA)

Two-factor authentication (2FA) means that when you log in, you need two things — your password and a code fro...

Adding your National Insurance Number (NINO)

Before AimTax can submit to HMRC, you need to add your National Insurance Number to your profile. This is how ...

I forgot my password — how do I reset it?

If you cannot remember your password, you can reset it in a few steps. How to reset your password: 1. Go ...

Connecting to your HMRC Government Gateway account

To submit your quarterly updates, AimTax needs permission to send data to HMRC on your behalf. You give this p...

How to add income and expenses

Recording a transaction takes about 30 seconds. How to add a transaction: 1. From your dashboard, click +...

Which category should I use? — Sole traders

When you add a transaction, you need to choose a category. These match the categories HMRC uses for Self Asses...

Which category should I use? — Landlords

When you add a transaction as a landlord, choose from these categories. They match the categories HMRC uses fo...

Editing or deleting a transaction

You can change or remove any transaction that has not yet been submitted to HMRC. To edit a transaction: ...

Downloading your records to Excel

You can download all your transactions as an Excel spreadsheet at any time. This is useful for sharing with yo...

How to submit your quarterly update to HMRC

Submitting your quarterly update takes about 30 seconds. Here is what you need and how to do it. Before you...

What is a Correlation ID?

A Correlation ID is a unique reference number that HMRC gives you when they successfully receive your quarterl...

What happens if I miss a deadline?

If you miss a quarterly deadline, HMRC will record it as a late submission and you will receive a penalty poin...

Your 14-day free trial — what is included

Every new AimTax account gets a 14-day free trial. You do not need to enter a credit card to start. What yo...

Plans and pricing

AimTax has three plans. All start with a 14-day free trial — no card required. Starter — £9 per month Bes...

Paying for AimTax — cards, billing and cancellation

AimTax uses Stripe to process payments. Stripe is a trusted payment provider used by millions of businesses wo...

Referring a friend — get a free month

If you know someone who would benefit from AimTax, you can refer them and you will both get rewarded. How t...

Giving your accountant access to your account

You can connect your AimTax account to your accountant so they can check your records and submit quarterly upd...

For accountants — getting started with AimTax

AimTax has a separate login and dashboard for accountants. You manage all your clients, referrals, and earning...

Earning revenue share from client referrals

As an accountant on AimTax, you can earn an ongoing 20% revenue share on every client who signs up through you...

How AimTax keeps your data safe

AimTax takes the security of your financial information seriously. Here is what we do to protect your data. *...

I lost my phone — how do I log in without my 2FA code?

If you lose your phone, get a new phone, or accidentally delete Google Authenticator, you will not be able to ...