01 · The bridge into TaxSorted
Bring accounting records into one visible review path, then connect only the HMRC tax module you need. A source connection never means the books are checked, and a prepared figure never means it was filed.
CSV is open now and stays in this browser. Xero, QuickBooks, FreeAgent and Sage connectors are not live, so this page cannot ask them for access or collect provider data.
Choose one starting point
02 · The actual path
Open steps work now. The others name the missing gate rather than hiding it behind a green connection light.
Choose a source and one business. See what will be read before anything enters your books.
Proof: A connection is access, not completeness.
Check suggested purposes and possible duplicates in To check. A changed row from the same source is detected, but its dedicated decision screen is still to build.
Proof: No suggestion changes a figure until you confirm it; a detected conflict is not called resolved.
Reconcile balances, unresolved items, evidence, late transactions and the source capabilities TaxSorted cannot see.
Proof: Signing in to a source never earns a reconciled badge.
Trace each total back through categories, reviewed events and official guidance. Unknown facts remain unknown.
Proof: Starter Books derives Income Tax quarter totals; it does not yet derive a VAT return.
Connect VAT or Income Tax separately. Each module keeps its own permissions, status and off-switch.
Proof: Disconnecting one tax must not disconnect the other.
Re-read the local books, show the exact totals, submit them to HMRC's test system, and keep the submission reference.
Proof: A sandbox receipt proves only that the test system accepted that send; payment tracking is not built.
03 · Accounting sources
Choose by what you already use. Provider links are neutral; provider connections stay read-only in the plan, and every source limit remains visible.
Import a signed-amount CSV into local Starter Books, then review every row before it enters a tax figure.
The source trail keeps
Boundary: GBP and one activity per import. Separate Debit and Credit columns, automatic bank matching and cloud backup are not live.
The first planned read-only connection: choose one Xero organisation, bring in visible changes and keep the original Xero record IDs.
Already use it
Connector not live. No access request is shown until it is built and has its own off-switch.
Need accounting software
View official Xero plans ↗Neutral official link. No referral or suitability claim.
The planned adapter must keep
Boundary: Xero's standard accounting connection does not expose unreconciled statement lines or let an app reconcile them. Attachments are also outside TaxSorted's first pilot. Both gaps will stay visible.
A later read-only connection will link one company, use change notices as prompts and check again for anything it missed.
Already use it
Connector not live. No access request is shown until it is built and has its own off-switch.
Need accounting software
View official QuickBooks plans ↗Neutral official link. No referral or suitability claim.
The planned adapter must keep
Boundary: QuickBooks gives an app one broad accounting permission, so TaxSorted's planned connection must permit reads only. Its Change Data Capture check looks back 30 days and returns at most 1,000 records, so missed changes need prompt repair.
A later read-only connection will keep bank transactions, their explanations and FreeAgent return states distinct.
Already use it
Connector not live. No access request is shown until it is built and has its own off-switch.
Need accounting software
View official FreeAgent plans ↗Neutral official link. No referral or suitability claim.
The planned adapter must keep
Boundary: FreeAgent gives an app the permissions held by the person who connects it; it does not offer a separate read-only permission. TaxSorted's planned connection must make only read requests and respect the 120-per-minute and 3,600-per-hour limits.
A planned UK connection will link one Sage business, preserve its original record IDs and show what changes TaxSorted cannot detect automatically.
Already use it
Connector not live. No access request is shown until it is built and has its own off-switch.
Need accounting software
View official Sage plans ↗Neutral official link. No referral or suitability claim.
The planned adapter must keep
Boundary: Country, product, plan and user role change what is available. No supported public Sage Accounting change-notification service has been found, so regular complete change checks remain necessary.
04 · Separate HMRC modules
VAT and Income Tax use separate permissions, identifiers, obligations and receipts. TaxSorted keeps each connection independent, so one module can be reauthorised or disconnected without silently moving the other.
HMRC obligations, return submission, receipts and liability lookup exist in the practice backend. Payments and penalties are not built, and the current screen does not yet show liabilities. Starter Books does not yet derive a VAT return, and TaxSorted makes no production-filing claim.
Status, obligations, business IDs, cumulative quarterly updates, a narrow in-year calculation and receipts work in the sandbox. Year-end adjustments, other income, final declaration, liabilities and payment follow-through are not live.
05 · Gaps the finished flow must close
These are product commitments, not claims about today's build. The delivery state for each working step remains shown above.
See the chosen organisation, access used, last complete sync, coverage gaps and the exact recovery step. Connected never means reconciled.
Uncategorised, unexplained, duplicated, changed, late, unsupported and missing-evidence items meet in one place before filing.
Move from a return box or Income Tax category to mapped records, source evidence, the reason for the treatment and current official guidance.
Prepared, approved, declared, submitting, accepted, rejected, marked elsewhere, paid and corrected remain distinct inspectable states.
06 · Official help, in filing order
These links follow the work from deciding whether MTD applies through records, quarterly updates, year-end adjustments, the return, payment, corrections and VAT digital links. Each was checked on 1 August 2026.
01
Check if and when you must use MTD Income Tax ↗GOV.UK · checked 2026-08-01
02
Connect software and choose update periods ↗GOV.UK · checked 2026-08-01
03
Create and correct digital records ↗GOV.UK · checked 2026-08-01
04
Send cumulative quarterly updates ↗GOV.UK · checked 2026-08-01
05
Make year-end business adjustments ↗GOV.UK · checked 2026-08-01
06
Complete and submit the tax return ↗GOV.UK · checked 2026-08-01
07
Pay a Self Assessment tax bill ↗GOV.UK · checked 2026-08-01
08
Correct a Self Assessment tax return ↗GOV.UK · checked 2026-08-01
09
VAT digital records and digital links ↗GOV.UK · checked 2026-08-01
10
HMRC's MTD Income Tax software standards ↗HMRC · checked 2026-08-01