SNAPTAX FILE · POWERED BY SPARKIFY SOFTWARE LTD

Making Tax Digital · Sole traders · UK

Streamline your

SNAP

tax records.

Snap receipts, log income and expenses, and prepare quarterly MTD updates, all from one place.

Built for UK sole traders. HMRC-aligned record keeping, open banking imports, and a quarterly dashboard that keeps you ready for Making Tax Digital.

MTD ITSA readyHMRC sandboxOpen Banking7-year retention
ST
PL
ME
Trusted by UK sole traders
55p
Mileage rate
First 10,000 miles at HMRC rate
11
Expense categories
HMRC-aligned from day one
30 d
Free trial
Try everything before you pay
£6
After trial
Less than a pint a week on Pro
RECEIPT OCRQUARTERLY DASHBOARDMILEAGE TRACKEROPEN BANKINGHMRC SANDBOXINVOICE CREATIONDEADLINE REMINDERSACCOUNTANT EXPORTRECEIPT OCRQUARTERLY DASHBOARDMILEAGE TRACKEROPEN BANKINGHMRC SANDBOXINVOICE CREATIONDEADLINE REMINDERSACCOUNTANT EXPORT

Platform

Every record connected.
One quarterly view.

From receipt capture and bank imports to mileage logs and HMRC sandbox tests, Snaptax connects every part of your books in one live system.

01

Receipt capture

Photograph any receipt. AI reads merchant, total and date in seconds, categorised to HMRC expense types.

02

Bank imports

Connect NatWest, HSBC, Revolut and more via FCA-regulated open banking. Transactions land ready to categorise.

03

Mileage tracker

Log business journeys at 55p/mile. Automatic quarterly totals with HMRC-compliant mileage records.

Snaptax HMRC dashboard showing quarterly obligations and MTD submission status
04

Quarterly dashboard

Income, expenses and net profit per quarter. See exactly what you need before each MTD update.

05

HMRC sandbox

Test quarterly submissions in HMRC's sandbox before your accountant or filing software takes over.

06

Annual SA preview

Preview your Self Assessment summary from in-year records and catch gaps before the January deadline.

MTD calendar

Quarterly deadlines
mapped out

Live ·

Every MTD ITSA quarter tracked with reminders, record checks and sandbox testing before you file.

Q101

6 Apr to 5 Jul

Filed · Done
Q202

6 Jul to 5 Oct

Upcoming
Q303

6 Oct to 5 Jan

In progress · Active
Q404

6 Jan to 5 Apr

Upcoming
Q1 2026/27 · Records complete78%
Records from 6 AprSubmit by 5 Aug

Connected to the tools you use

NatWest/HSBC/Revolut/Starling/Monzo/Lloyds/Barclays/HMRC/TrueLayer/Stripe/NatWest/HSBC/Revolut/Starling/Monzo/Lloyds/Barclays/HMRC/TrueLayer/Stripe/

Features

A complete toolkit

for sole traders.

01
CORE MODULE

Receipt OCR

Photograph receipts from your phone. AI extracts merchant, total, date and VAT, mapped to HMRC categories automatically.

OCRVATCATEGORIESMOBILE
02
LIVE FEED

Quarterly dashboard

Income, expenses, mileage and net profit per quarter. One screen shows exactly where you stand before each MTD update.

Q1-Q4NET PROFITMTD
03
AUTO-IMPORT

Open Banking

FCA-regulated bank feeds via TrueLayer. Transactions import automatically. Categorise once, reuse forever.

TRUELAYERFCASYNC
04
HMRC RATES

Mileage tracker

Log business journeys at 55p/mile (first 10k). Automatic quarterly totals with export-ready mileage records.

55P/MILEJOURNEYSEXPORT
05
GET PAID

Invoice creation

Create and send professional invoices. Track paid and outstanding. Income flows straight into your quarterly totals.

PDFEMAILSTRIPE
06
TEST FILING

HMRC sandbox

Submit quarterly updates to HMRC's sandbox environment. Validate your records before production filing.

MTD ITSASANDBOXOAUTH
07
HANDOVER

Accountant export

Export CSV and PDF of every record. Give your accountant read-only access or hand over a complete year in one click.

CSVPDFMULTI-YEAR
Every feature included. No add-ons, no tiers →Start free →

About Snaptax

Professional books

for sole traders

Built for UK self-employed professionals who need clear records and MTD readiness without the spreadsheet chaos.

Snaptax unifies receipt capture, bank imports, mileage and quarterly reporting so you always know where you stand, and your accountant gets clean exports when they need them.

01

MTD ITSA ready

Digital records, quarterly totals and sandbox testing aligned with Making Tax Digital for Income Tax Self Assessment.

02

HMRC record keeping

Receipts and transaction records stored for 7 years as required by UK tax law, encrypted and isolated per account.

03

Accountant friendly

CSV and PDF exports, read-only access and multi-year records so your accountant can review without chasing you.

UK GDPR
MTD RECORDS
OPEN BANKING
HMRC RETENTION

Mobile app

Your books

in your pocket.

Snap receipts, log mileage and check quarterly totals from your phone. The same records sync to your web dashboard instantly.

01

Snap receipts on the go

Photograph receipts at the point of purchase. OCR runs instantly. Merchant, total and category filled in for you.

02

Live quarterly totals

See income, expenses and net profit for the current quarter update in real time from your phone.

03

Mileage in one tap

Start and stop journey logging with HMRC rates applied automatically. No spreadsheets, no guesswork.

04

Deadline reminders

Quarterly MTD deadlines, document expiries and record gaps, pushed the moment they need attention.

Snaptax mobile app

Receipt scanned

£36.59

Q1 2026/27

ON TRACK

Mileage logged

12.4 mi · £6.82

Quarterly filing

Prepare Q1

in minutes.

Q1 2026/27 filing prep

847 transactions · £12,400 income · £3,847 expenses

In progress
01

Review quarterly totals

Income, expenses and net profit for Q1

02

Validate records

Catch missing receipts and uncategorised transactions

03

Submit to HMRC sandbox

Test your quarterly update before production filing

Reviewing totals…0%
01

Quarterly totals at a glance

Income, expenses, mileage and net profit calculated automatically from your records.

02

Record validation

Flag missing receipts, uncategorised transactions and common MTD errors before you file.

03

HMRC sandbox testing

Submit test quarterly updates to HMRC's sandbox and validate the numbers before production.

04

Export for your accountant

Hand over CSV or PDF of every Q1 record in one click when you want a second pair of eyes.

HMRC MTD ITSA quarterly updates from April 2026 for sole traders earning over £50,000. Snaptax helps you keep digital records and prepare submissions.

Security

Security & compliance

Your tax records protected with UK GDPR controls, encryption and HMRC-aligned retention.

UK GDPRMTD RECORDSTLS 1.3RLS7-YEAR RETENTIONICO REGISTERED
ENCRYPTIONT-01

Encrypted at rest

Receipts, bank tokens and personal data protected with industry-standard encryption.

ISOLATIONT-02

Row-level security

Your data is isolated per account. Nobody else can see your records, not even other Snaptax users.

RETENTIONT-03

HMRC record keeping

Digital records stored for 7 years as required by UK tax law. Export anytime from your account.

PRIVACYT-04

UK GDPR controls

Export your records and exercise your data rights from Settings. ICO registered: ZB947507.

SPARKIFY SOFTWARE LTD · ICO ZB947507 · HMRC MLR XLML00000217333

Contact support →

Pricing

Simple pricing.

Three clear plans.

Start free for 30 days. Then £6/month or £59/year on Pro, less than a pint a week.

MonthlyAnnual
01

Trial

Try everything free for 30 days

£0for 30 days
  • Unlimited receipts & OCR
  • Quarterly dashboard
  • Mileage tracker
  • Invoice creation
  • CSV bank import
Start free
Most popular02

Pro

Professional sole-trader bookkeeping for MTD preparation

£6/month
  • Everything in Trial
  • Open Banking sync
  • HMRC sandbox testing
  • Annual SA preview
  • AI categorisation
  • Deadline reminders
  • Priority support
Start free trial
03

Accountant

Export for your accountant

Custom
  • Everything in Pro
  • CSV & PDF export
  • Multi-year records
  • Accountant read-only access
  • Bulk receipt download
  • Custom categories
  • Phone support
  • Annual review call
Contact us

Cancel anytime from Settings. Tax records are retained for the applicable HMRC period.

FAQ

Common

questions.

Everything you need to know about MTD, pricing and getting started.

Start keeping records with clarity.

Three months free. Then £6/month. Receipts, mileage and quarterly updates in one place.