Back to homeProduct scope
What TaxLi supports
TaxLi helps you prepare, review, and estimate your Self Assessment return, and can submit it directly to HMRC once that's switched on for your account. You can download your documents at any time, including after you've submitted.
Included
- - Guided Self Assessment preparation workspace
- - Draft tax estimate based on information entered
- - Validation issues and warnings before filing
- - Direct submission to HMRC once that's switched on for your account
- - Self Assessment return pack downloads for review and records, any time — including after you submit
- - Optional Accountant Checked and Done For You support requests
- - Support tickets for account and workflow help
Not included yet
- - HMRC-recognised filing software status
- - Full Making Tax Digital for Income Tax compatibility
- - Guaranteed tax advice or accountant sign-off unless separately agreed
- - Proof that HMRC has accepted a return
TaxLi can help you understand what appears missing and produce a review pack, but you remain responsible for checking the figures and filing with HMRC unless you separately appoint an accountant or use HMRC/approved software outside TaxLi.
Typical workflow
- 1.Prepare your return in TaxLi
- 2.Resolve validation issues and review the draft tax estimate
- 3.Submit directly to HMRC when that's switched on for your account, or download your return pack to file it yourself
- 4.Download your documents any time, including after you've submitted
Frequently asked
Does TaxLi submit my return to HMRC?
TaxLi can submit your return directly to HMRC once that's switched on for your account. Until then, TaxLi helps you prepare and download your return pack so you can file it yourself or through an accountant.
What should I do with the pack?
Review the figures, keep it with your records, share it with an accountant, or use it as a guide when filing through HMRC or approved software.
Legal and policy pages