Your client list, their deadlines, one dashboard.
Stop chasing client updates across email and spreadsheets. TaxLi Practice shows every client's return status and deadline in one view — and submits directly to HMRC under your own agent credentials when you're ready to file.
Multi-Client Management
Manage all your Self Assessment clients from one central practice view with real-time progress tracking.
Direct HMRC Agent Filing
Submit SA returns directly to HMRC under your own agent credentials — no third-party intermediary, no manual export.
CT600 Corporation Tax
Full CT600 submission for company director clients — trading activity, R&D relief, losses, and direct HMRC e-filing.
Making Tax Digital (MTD)
Quarterly MTD submissions, EOPS, and final declarations for sole trader clients under MTD ITSA — all filed from your practice.
Practice Analytics
Revenue tracking, submission rates, and productivity metrics across your client base.
Practice Team Roles
Assign senior accountants and staff to the right client accounts with granular access control.
Free to create a practice account — from £39 per client per tax year, less as you grow.
Smith & Partners Tax Accountants
TaxLi Practice Workspace · 2025–26
Client Return Statuses
3 Deadlines UpcomingSA, CT600, and MTD — one platform
Most tax software forces you to buy separate products for SA, Corporation Tax, and MTD. TaxLi handles all three under one practice login.
Self Assessment (SA)
Live- All SA schedules: employment, self-employment, property, foreign income, CGT, trusts
- Direct HMRC agent filing under your ASA credentials
- Xero / QuickBooks P&L import → SA103
- Client portal with e-sign approval flow
Corporation Tax (CT600)
Live- CT600 full return: trading, non-trading, R&D, capital allowances
- Loss utilisation and group relief
- Direct e-filing to HMRC Corporation Tax API
- Practice mode: file on behalf of director clients
Making Tax Digital (MTD)
Live- Quarterly updates Q1–Q4 filed to HMRC MTD API
- EOPS + final declaration in one flow
- Multi-business disambiguation for sole traders with 2+ income sources
- Carried-forward losses and adjustments
Simple per-client pricing that gets cheaper as you grow
Billed once per client per tax year — no monthly subscription to manage.
per client / tax year
Multi-client practice control panel to manage and review Self Assessment returns for clients. Submit directly to HMRC under your own agent credentials.
- Centralized multi-client dashboard
- Client invite & document collection
- Staff team roles & permissions
- Direct HMRC agent (ARN) filing
- Dedicated practice support manager
What practices ask before switching
Do I need my clients to sign up individually?
No. You invite clients into your practice from the dashboard — they don't need to set anything up themselves, and you keep full visibility over every return.
Does TaxLi Practice use my own HMRC agent credentials?
Yes. Once you connect your HMRC agent account in Settings, TaxLi submits client SA returns directly under your agent credentials. The HMRC API validates your agent–client relationship server-side — no manual export or third-party intermediary required.
Does TaxLi handle CT600 Corporation Tax for company director clients?
Yes. TaxLi's CT600 module covers trading and non-trading income, R&D enhanced relief, capital allowances, losses, and group relief. You build the return inside TaxLi and submit directly to HMRC via the Corporation Tax e-filing API — no separate software needed.
What about Making Tax Digital (MTD ITSA)?
TaxLi is MTD-ready. For sole trader clients who are mandated, you can submit quarterly updates, EOPS, and the final declaration all from your practice workspace. Each submission goes direct to HMRC's MTD API and you get a receipt confirmation.
Can I import client P&L from Xero or QuickBooks?
Yes. TaxLi connects to Xero and QuickBooks Online via OAuth. Once linked, you can import a client's P&L directly into the self-employment (SA103) fields with one click — no re-keying, no CSV exports.
How is Practice pricing worked out?
It's a published per-client rate that steps down automatically as your active client count grows — no quote needed, no monthly subscription. You're billed once per client per tax year, the same way TaxLi's other tiers work.