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Plan · power to choose

See covered lawful choices. Keep the decision yours.

TaxSorted helps you pay the right tax—no more and no less—while reducing avoidable cost, work, uncertainty and loss of control. It compares consequences; it does not quietly decide what your life should optimise for.

Compare a full-year scenarioCheck my position first

01 · What planning must return

Six powers, held by the person.

  1. Know

    Facts, entities, periods, evidence and unknowns stay visible.

  2. See

    Duties, entitlements, deadlines, sources and boundaries sit together.

  3. Choose

    Like-for-like scenarios show their whole cost. You decide.

  4. Do

    Only the action you deliberately approve moves forward.

  5. Prove

    Keep the records, derivation, rule version and receipt.

  6. Challenge

    Correction, review, appeal and payment-help paths remain open.

02 · First bounded calculation

Put two trading-profit routes side by side.

This narrow 2026–27 module calculates two ways of reaching trading profit from either a clearly labelled full-year projection or completed whole-year facts. It has earned the calculated state, not a complete whole-burden comparison: final tax, cash flow, work and wider consequences remain unassessed. Year-to-date figures, transition profit, unknown eligibility and possible losses stop instead of becoming guesses.

What period state does every answer below describe?

This one answer governs the money, activities, payer relationships and every other boundary fact. A projection never silently becomes a return figure.

Enter the before-expenses relevant income for one continuing sole trade. Do not add property, partnership, post-cessation or adjustment income.

Include every allowable expense and capital allowance for that same sole trade under the ordinary method.

How complete is this relevant-income figure?

The accounting basis and certain non-cash or special items can change the amount to which the £1,000 test applies.

Does a basis-period transition-profit amount arise in 2026–27?

This is the spread or accelerated amount from the 2023–24 basis-period transition. It is separate from relevant income and this first module will not quietly omit it.

Across the whole-year state, what relevant trading or miscellaneous income is included?
Does the whole-year state include any Rent a Room receipts?

This means income from letting furnished accommodation in your home. Rent a Room choices can affect relief on otherwise separate trading income.

Does relevant trading or miscellaneous income include a payment made while an excluded relationship exists?

These entries stay in this page's memory. TaxSorted does not save or send them.

Nothing assumed

Your calculation will appear here.

Enter two money figures and six boundary facts. Blank never means zero, and “not sure” is a valid answer.

Build the recordsFollow the filing pathCorrect or challenge something →

03 · Begin with life, not a tax form

Planning areas and their honest state.

Bounded check open

Work, PAYE and benefits

Threshold interactions and entitlements

Open this path →

First projected calculation open

Self-employment

Allowances, genuine costs and record choices

Open this path →

Guide open · deeper comparison next

Property income

Allowance, actual costs, finance and losses

Open this path →

Bounded check open

Family and caring

Child Benefit, childcare and relationship facts

Open this path →

Explanation only

Saving and pensions

Intended wrappers, timing and wider consequences

Open this path →

Preparation open · planning limited

Business and VAT

Registration, schemes, timing and evidence

Open this path →

Not yet

Companies and owner pay

Legal form, remuneration, profit and extraction

Open this path →

Review required

Cross-border, trusts and restructuring

Residence, treaties, control and specialist judgement

Open this path →

04 · The lawful line

Use intended rights. Keep the facts real.

TaxSorted can help with

  • correct arithmetic, genuine costs and intended entitlements;
  • statutory schemes, elections and the timing of real events;
  • real business structures, overpayment corrections and official payment help.

TaxSorted will not help with

  • hidden income, invented expenses or fabricated evidence;
  • sham arrangements, false residence or backdated actions;
  • contrived steps aimed at a result Parliament did not intend.
HMRC — tax planning and avoidance ↗ (opens in a new tab)HMRC — Standard for Agents ↗ (opens in a new tab)