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How TaxClvr works

TaxClvr helps you keep HMRC-aligned digital records and understand your estimated tax position throughout the year. You can enter records manually, connect supported bank feeds, or import Excel/CSV files.

Overview

TaxClvr workflow overview diagram A left-to-right flow: Set up, add records, import transactions, categorise, apply allowances, view estimated tax, prepare Self Assessment. Set up Profile & income Record Invoices & expenses Import Bank feed / CSV Review Categories & checks Apply Reliefs See Tax

Tip: All steps are usable with keyboard navigation and screen readers. If anything blocks you, email help@taxclvr.com.

Step-by-step

  1. 1) Set up your profile and income sources

    Tell TaxClvr what applies to you — for example employment income, dividends, bank interest, pensions, self-employment, and/or property income.

  2. 2) Create sales invoices (optional)

    If you invoice clients, create and manage sales invoices to keep a clear digital record of business income.

  3. 3) Record expenses and purchases

    Add business costs and expenses with categories that support reporting. Separate allowable and disallowable items to keep records accurate.

    Note: TaxClvr does not scan receipts or extract data from images. Entries are manual or imported.

  4. 4) Bring in transactions via bank feeds or Excel/CSV

    Connect a supported bank feed or import Excel/CSV files. Review the imported data before it’s included in totals.

  5. 5) Review and categorise for reporting

    Check entries, update categories, and confirm totals. This keeps your records auditable and your reporting structured.

  6. 6) Apply allowances and reliefs

    Add relevant allowances and reliefs where supported. TaxClvr shows how these impact your estimated tax position.

  7. 7) Track your estimated tax position in real time

    See an estimate update as records change — useful for budgeting and planning throughout the tax year.

    Estimates depend on the accuracy of entered data and current tax rules. This is not regulated tax advice.

  8. 8) Prepare Self Assessment using your records

    When it’s time, use your structured records to prepare your Self Assessment. TaxClvr is designed to help keep the process consistent and organised.

VAT MTD

Coming soon (not yet available)

VAT MTD functionality is in development and will be added when ready. Until then, TaxClvr focuses on Income Tax MTD record-keeping and Self Assessment preparation.

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TaxClvr supports record-keeping and preparation. It does not provide regulated tax advice.