Help centre

Getting started

1. 1Create a free account with your email — no card needed.
2. 2Search for your company by name or number. We pull your accounting period and every filing deadline straight from Companies House.
3. 3Add your Corporation Tax UTR (the 10-digit number on letters from HMRC) — it's needed for the tax return, and you can add it later.
4. 4That's it. Your dashboard now shows exactly what's due and when.

Filing your accounts and tax return

1. 1From the dashboard, press "File this year's accounts & tax" — we pre-fill the accounting period Companies House expects.
2. 2Answer the plain-English questions: money in, money out, what's in the bank. Around fifteen questions; your Corporation Tax updates live as you type.
3. 3Short-cuts: import last year's figures from Companies House with one click, or upload a trial balance CSV from your bookkeeping app.
4. 4Preview the finished documents — the real accounts and computations, exactly as they'll be filed.
5. 5Press validate: we run your return through HMRC's own business rules before anything is sent.
6. 6Pay for the filing year, then submit. Companies House filing is live (our live package is granted); HMRC submission opens when our software recognition completes — your return is validated and ready. HMRC needs your Government Gateway login; Companies House needs your company authentication code. We use these once, in memory, and never store them.
7. 7Receipts (HMRC IRmark, Companies House submission number) are saved to your account.

You'll need: your UTR, a Government Gateway account enrolled for Corporation Tax, and your Companies House authentication code (a 6-character code posted to your registered office).

Using Money (MTD Income Tax)

1. 1Subscribe to Money from the Money tab (£7.99/month, cancel any time).
2. 2Add an income source: self-employment or a UK property.
3. 3Add income and expenses as they happen — describe them in plain English and we pick the HMRC category automatically.
4. 4Or paste a bank-statement CSV (date, description, amount) and every transaction is imported and categorised in one go.
5. 5Attach receipt photos to expenses so everything is in one place.
6. 6The sidebar shows your live tax estimate and the amount to put aside by 31 January; each business shows its next MTD quarterly deadline with running totals.

Using Assist (AI admin)

1. 1Subscribe to Assist from the Assist tab (£19.99/month, cancel any time). The AI features are in private beta — they switch on for your account as we roll them out; everything else below works today.
2. 2Create a client workspace and pick its module: tax & compliance, tender/bid, landlord, or meeting records. Link it to a company or Money business and the deadlines fill themselves in.
3. 3Generate the document checklist — the AI adapts a standard template to this client — then adjust it however you like.
4. 4Upload documents (PDF, Word, text or CSV). Each one is read, categorised and summarised, with the checklist item it satisfies suggested.
5. 5Press "Check missing documents": every checklist item is marked received, needs review, or missing — with the reason.
6. 6Generate a chaser email draft. Edit it, approve it, then send it from GoTaxes with one click (or copy it into your own email) — nothing is ever sent without your explicit approval.
7. 7When you're ready to hand over, generate the accountant-ready pack and export it as Word or print-ready HTML.
8. 8Ask the folder questions any time — answers cite the exact document (and page) they came from.

Scanned or photographed documents aren't read yet (OCR is coming) — they're flagged for manual review instead. Fair use: 1,000 pages and 300 AI actions per month.

Using the business modules (included with Assist)

1. 1Open a client workspace and switch on the modules it needs under "Workspace modules": Company, Contracts, Property, Invoices, Tenders and HR each appear as a tab.
2. 2Company: prefill the officer and PSC registers from Companies House, record shareholders, share transactions and dividends (vouchers generated for you), and work through the confirmation-statement checklist — every change is journaled.
3. 3Contracts: pick from 13 templates (NDA, consultancy, employment, tenancy and more), answer a short questionnaire, and review the AI draft with its plain-English summary and attention flags. Approve, export to Word, then mark as signed — or create an e-signing link.
4. 4E-signing: on an approved document, create a single-use signing link per signer and copy it into your own email. The signer reads the document and signs with a typed name; when everyone has signed, the document locks and you can download the audit certificate.
5. 5Invoices: record customers and invoices, see the overdue-first ledger, and draft chasers on a tone ladder (friendly → firm → final). Each draft quotes the statutory late-payment interest you may claim. Statements and payment plans included.
6. 6Property: track tenancies with a generated rent schedule, record safety certificates (their renewal dates become deadlines), run the compliance check, and draft arrears letters from the actual payment history.
7. 7Tenders: attach the tender pack, extract every requirement into a compliance matrix with citations, draft answers from your reusable answer library, and export the assembled bid as Word.
8. 8HR: add employees (an onboarding checklist is seeded automatically, right-to-work first), track holiday allowances, absence and training, and draft offer, reference and other letters.

Everything the modules generate is a draft until you approve it, and module deadlines (certificates, invoices, tenders, right-to-work re-checks) appear alongside your filing deadlines automatically.