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Choose your profile type

This helps us tailor the experience to your specific needs

Personal

Personal finances and budgeting only - no tax obligations

✓ Personal bank accounts ✓ Income, spending & budgets ✓ No tax return

Personal Tax (SA100)

Individual self-assessment - employment, dividends, savings, property and self-employment income

✓ Self Assessment ✓ HMRC integration ✓ Property income

Property Income (SA105)

Self-assessment for property rental income

✓ Property tracking ✓ Rental income ✓ HMRC integration

Self-employment (SA103)

Sole traders and freelancers - trading businesses

✓ Business income ✓ Expenses ✓ VAT options

Limited Company (CT600)

Registered limited businesses - corporation tax

✓ Corporation Tax ✓ VAT ✓ PAYE ✓ Company details

Charity (CHAR)

Charitable organizations - tax-exempt status

✓ Tax-exempt ✓ Gift Aid ✓ Charity reporting

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OAuth accounts will be created with basic profile details. You can add tax information later.