TaxNav

TaxNav is HMRC-recognised software designed to simplify Making Tax Digital for Income Tax (MTD IT) for self-employed individuals and landlords. It automates repetitive tasks by importing and validating financial data to ensure returns meet HMRC requirements. The platform allows teams to delegate work efficiently and provides customisable dashboards for real-time oversight of all activity.

The service is specifically aimed at self-employed people and those with property rental income who need to keep digital records and report information to HMRC. Users can choose to keep using their existing spreadsheet or enter figures directly into the TaxNav system. A single licence covers all self-employment and property income types, including UK and foreign property, without per-property charges.

To get started, users must first sign up for MTD IT with HMRC before completing onboarding with TaxNav. Once registered, new users can explore the platform with a free 30-day trial that includes all features like direct input and spreadsheet imports. The software is fully browser-based, meaning no downloads are required to begin using it.

The pricing structure offers a monthly plan at £6 +VAT/month and an annual plan at £60 +VAT/year, which equates to £5 + VAT per month. Both plans include full MTD for Income Tax compliance, quarterly updates, year-end submission, and spreadsheet bridging. There are no hidden fees, and users can cancel their subscription at any time.

The software operates from its headquarters located at Caswell Science & Technology Park in Towcester, Northamptonshire. It serves the UK market and supports users across different regions by offering a UK-based human support team for assistance. The platform is designed to work on any device through a secure, encrypted cloud storage system.

The process involves maintaining digital records of income and expenses using approved software and sending cumulative year-to-date updates to HMRC every quarter. Users must submit a final declaration at the end of the tax year, replacing the current Self Assessment return. Physical receipts are acceptable, but transaction details must be entered into digital records to comply with MTD IT requirements.

Accountex 2025 noted that TaxNav improves overall efficiency by simplifying Making Tax Digital for Self-Assessment. RentalBux describes it as guided digital record-keeping, while MyDocSafe highlights its role in introducing AI4U alongside the software. These external sources confirm its function as an HMRC-recognised tool for navigating digital tax submissions.

The platform features a friendly AI assistant named Navi to help users whenever they need guidance. It also includes spreadsheet bridging to allow users to continue using Excel, Google Sheets, or Apple Numbers alongside the software. Real-time tax estimates are provided once updates are submitted to HMRC, helping users avoid end-of-year surprises.

Users can update their records more frequently than the mandatory quarterly schedule if they prefer, such as monthly or weekly. The system allows for cumulative updates that invalidate previous ones, ensuring all periods start from the beginning of the tax year. Mistakes can be amended in the final quarterly return or included in the next submission for the same tax year.

The business states that HMRC typically acknowledges updates within an hour, which is much quicker than the current Self-Assessment system. Users can also update more often than quarterly if they want more frequent insight into their tax position. The software handles the connection to HMRC so users do not need to switch between systems or perform manual uploads.

To contact the business, users can use the phone number 0000000000 or submit an enquiry via the contact form on the website. The team promises to respond to messages promptly after the form is successfully submitted. There is also a login and sign-up option available on the main site for existing users.

The Trustburn listing shows that the business has been operating since at least 2026, as indicated by the copyright notice on their website. They are part of the computer software industry and focus on accounting solutions for digital tax compliance. The listing description mentions that the platform's automation tools drastically cut down on repetitive tasks for large organisations.

The software ensures compliance with HMRC requirements through error prevention mechanisms and regular updates. It is built specifically for MTD IT and is one of the recognised options for keeping records and submitting quarterly updates. The platform guides users step-by-step through the process, making it simple to use without accounting jargon.

TaxNav has no reviews on Trustburn yet. Anyone who has used it can write the first review on its Trustburn page.