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Estimate your Self Assessment tax bill

Test site This is a test site with dummy HMRC services. Do not enter real personal information. How it works.

Sort your bank transactions into HMRC’s categories

Upload a bank statement and we will sort its transactions into the income and expense categories of a Making Tax Digital quarterly update. You get totals for each update period, and can download them to put into your software.

We only sort clear matches. Anything that could be personal is listed for you to check. We do not keep your transactions or send them to HMRC.

It takes around 3 minutes.

Start now

Before you start

You will need:

  • a bank statement saved as a CSV file, with the date, a description and the amount of each transaction

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