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Check which tax rules apply to you

Answer a few questions about your income. See exactly which tax rules apply to you — and why.

The short version

  • The check below covers Making Tax Digital (MTD): digital records and updates every 3 months, run by HM Revenue & Customs (HMRC — the UK tax office).
  • Everything runs in your browser. Nothing you type is sent anywhere.
  • Every answer shows the rule it used and the official source.

Does Making Tax Digital apply to you?

MTD for Income Tax is live. For the first group of people, the first 3-monthly update is due 7 August 2026. This check uses the Income Tax Self Assessment (ITSA) rules. It stops itself when its official sources are overdue for review.

1. Your 2024/25 tax return

The law starts with your 2024/25 tax return — the one showing your self-employment or rent. Not sending a required return does not switch MTD off.

2. Your income — the number HMRC tests

Use gross amounts from the 2024/25 return — the figures before expenses. UK residents: include UK and foreign property income. Non-UK residents: enter only self-employment income in the UK return, plus UK property income. Type 0 only when it is truly zero. Blank means unknown.

3. Exemptions and update periods

This asks what the return actually shows, not whether you think an exemption applies. The definitions are in the current HMRC exemption guide.

Look ahead to the April 2027 and April 2028 phases

These stay forecasts until the relevant return and residence position are known.

2025/26 forecast

2026/27 forecast

Runs in this browser. Nothing is sent to TaxSorted — not your name, your National Insurance number (NINO), your Unique Taxpayer Reference (UTR), or any figure you type.

Earning near £60,000 or £100,000?

One number — your adjusted net income (ANI — your income after certain deductions) — decides three things. Your tax-free Personal Allowance. Whether you repay Child Benefit. Your Tax-Free Childcare. Check all three privately, in your browser.

Check my £60,000 and £100,000 positionRead HMRC's ANI method
What this site can and cannot do — the full list

Each card claims only what it can truly do today. “Mapped” never secretly means “calculated”; “prepared” never secretly means “filed”.

Carry a tax position between checks, records and professional review

Tax Position Passport

Ready to use

A browser-local income-source map, user-named evidence index, complete MTD Income Tax request and TaxAnswer when checked, JSON export and printable accountant handoff.

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What this card does not cover
  • Identity verification or digital signature
  • Document inspection
  • Full personal tax liability
  • Professional approval or agent authorisation
  • Cloud sharing or production filing
Open this tool

Become or remain a sole trader or landlord

Making Tax Digital for Income Tax readiness

Ready to use

Individuals required to deliver the relevant Self Assessment return where at least one represented activity continued at entry; residence-aware thresholds, concrete exemption evidence, cessation and 2026/27 deadlines.

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What this card does not cover
  • HMRC exemption decisions
  • Amended-return and automatic annualisation calculations
  • Exact source-level workload without start and prior-return history
  • Preparation or filing

Buy a home or residential land

Residential Stamp Duty Land Tax

Ready to use

One ordinary residential dwelling in England or Northern Ireland, with explicit legal classifications supplied by the caller.

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What this card does not cover
  • Scotland and Wales
  • Mixed or non-residential land
  • Linked or complex transactions
  • Relief eligibility advice

Income or family circumstances change

Adjusted net income and threshold interactions

Ready to use

A strict 2026/27 ANI spine for the Personal Allowance taper, a simplified full-year HICBC estimate and the separate Tax-Free Childcare household-partner income condition, with quarter-penny-exact boundaries and local-only checking.

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What this card does not cover
  • Full Tax-Free Childcare eligibility
  • Changing partner or claimant periods
  • Filing-grade liability
  • Scottish earned-income rates
  • Residence or treaty classification
  • Trust and estate calculations
Open this tool

Sell goods or services

VAT records, returns and HMRC connection

Works, with limits

UK VAT records, common schemes, nine-box return preparation and an HMRC sandbox connection when configured.

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What this card does not cover
  • A universal VAT place-of-supply classifier
  • Production filing before HMRC recognition
  • Every sector scheme
Open this tool

Prepare an individual tax return

Rest-of-UK Self Assessment estimate

Works, with limits

One rest-of-UK taxpayer with self-employment, UK property and other non-savings income.

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What this card does not cover
  • Savings and dividend ordering
  • Scottish rates
  • Student loans
  • Foreign income
  • Loss carry-forward and final HMRC calculation
Open this tool

Start or change a job or pension

PAYE, tax codes, benefits and employee National Insurance

Planned next

Coverage map only.

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What this card does not cover
  • Classification
  • Calculation
  • Payroll filing

Save, invest or sell assets

Savings, dividends and Capital Gains Tax

Planned next

Plain-language source map and simplified teaching examples.

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What this card does not cover
  • Income ordering calculation
  • Losses and reliefs
  • 60-day property reporting decision

Arrive, leave or work across borders

Residence and foreign income or gains

Planned next

Coverage map only; fact-heavy cases must stop for review.

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What this card does not cover
  • Statutory Residence Test decision
  • Treaty analysis
  • FIG, remittance and Overseas Workday Relief claims

Contribute to or draw a pension

Pension tax relief and allowances

Planned next

Threshold explanation and limited annual-allowance warnings.

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What this card does not cover
  • Carry-forward proof
  • Lump-sum and death-benefit calculation
  • Scheme-specific advice

Give assets, die, administer an estate or trust

Inheritance Tax, trusts and estates

Planned next

Coverage map only.

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What this card does not cover
  • Liability
  • Valuation
  • Relief qualification
  • Trust Registration Service

Form and run a company

Corporation Tax and company-owner interactions

Planned next

Coverage map only.

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What this card does not cover
  • Accounting-period computation
  • Capital allowances
  • Losses
  • R&D
  • Company filing

Correct, dispute, appeal or cannot pay

Corrections, appeals, penalties and payment difficulty

Planned next

Coverage map only.

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What this card does not cover
  • Case strategy
  • Representation
  • Appeal filing
  • Payment-plan negotiation
How this checker thinks — our promise
  • No mystery score. No confident guessing.
  • Every result shows the facts used, what is unknown, the rule that fired, when it applies, and the official sources.
  • An unknown answer is never quietly treated as zero.
  • Explaining, classifying, calculating, preparing and filing are different powers. We say which one you are getting.
For developers and software agents

The same rules have a machine form. The public capability list needs no key. Stateless assessments use a workspace key and return the versioned taxsorted.tax-answer/1 envelope.

Capability JSONOpenAPI 3.1 description