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The boundary should be as visible as the feature.

This page gathers the product truths that otherwise become small print: what stays on your device, what reaches a service, what TaxSorted can actually do, and how to keep your work without staying here.

One feature, one explicit boundary.

No account required

Reading and learning

Public guides, source maps, Checkup routing and the public UK system can be read without creating a TaxSorted Account. Your chosen language and optional learning progress use ordinary browser storage on that device.

Browser-local

Starter Books

Reviewed money records live in this browser’s IndexedDB. A TaxSorted Account does not back them up or encrypt them. Clearing site data can erase them, so export a portable copy you control.

Saved only when you choose

Tax Position Passport

Opening the Passport does not create a saved record. Save stores a separate browser-local draft. Exported JSON and printable files leave the browser unencrypted and should be handled carefully.

Separate permission boundary

Accounts and connections

Passkey accounts, provider connections and HMRC sandbox connections are separate from local books. Permission to read records is not permission to edit, file, pay or represent you; those powers must remain separate.

Production filing not live

Filing

TaxSorted can prepare bounded figures and demonstrate HMRC sandbox flows. It is not yet recognised for production VAT or MTD Income Tax filing. Prepared, approved, submitted and received never mean the same thing.

No confidential intake

Personal planning and disputes

Planning checks run from facts you control and state their scope. TaxSorted does not accept live dispute files, assess the merits of a case or act before HMRC or a tribunal. Public feedback must not contain personal tax information.

Export, revoke, delete, leave.

  • Export local books and Passport data before clearing browser storage.
  • Disconnect an HMRC sandbox module without giving it another permission.
  • Provider sign-in connections are not live yet; when they are, scoped disconnect must be an ordinary product path.
  • Keep public explanations and sources available without a paid account.
  • Use open-source code and documented formats rather than depending on one vendor.
  • No production-filing recognition yet.
  • No encrypted cloud backup for browser-local books or Passport files.
  • No guarantee that every calculation covers every fact or tax.
  • No accessibility certification or independent security certification is claimed here.
  • No HMRC endorsement, professional review or adviser relationship is implied.

Sources, code and corrections stay open.

TaxSorted is built by one human and AI collaborators. Tax calculations live in tested, versioned TypeScript rules rather than being invented by a language model at the point of use. Sources, unknowns and effective dates stay beside bounded answers.

Do not post personal tax facts to the public feedback tracker. A confidential support and correction channel is not live yet.