Basetax
by Basetax
What Basetax is
Basetax is a web-based tax and accountancy service for individuals, sole traders, expatriates, partnerships, and small businesses. It supports self-employment, investment income, and rental income, and updates estimated tax as users record income and expenses. Bookkeeping tools record transactions, raise invoices, connect banks through open banking, and maintain digital records. Basetax supports Self Assessment forms SA100 through SA109, maps answers to HMRC forms, and lets users submit returns directly to HMRC with instant confirmation. The Free plan costs £0.00 per free, requires no card, and includes tracking, live estimated tax, records, and invoices. Essential costs £12.99 per month, billed monthly, with quarterly HMRC updates and a year-end declaration. Professional costs £29.99 per month and adds accountant review, filing, and tax support. Pay as you file costs £50.00 per month. Managed costs £199.00 per month for chartered-accountant preparation and filing. Paid prices exclude VAT.
Who it suits
It suits individuals, self-employed people, expatriates, partnerships, and small businesses handling UK tax and bookkeeping online. Users needing accountant review or filing can choose the higher plans.
What it does well
- Includes a free plan
- Updates estimated tax in real time
- Supports SA100–SA109 forms
- Connects banks through open banking
- Offers accountant filing options
What to know first
- Web-only mobile access
- Paid prices exclude VAT
- State filing is listed as none
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | Track income & expenses · See tax live · Digital records · Raise invoices | Free |
| Essential | Billed monthly · cancel any time · Everything in Free · File quarterly updates to HMRC · Year-end final declaration · Deadline and submission reminders | £12.99 a month |
| Managed | Per annual return · Chartered accountant prepares and files return · ICAEW-supervised review · Direct line to adviser | £199, paid once |
| Professional | Billed monthly · cancel any time · Everything in Essential · Accountant reviews books and files return · Tax support | £29.99 a month |
| Pay as you file | One annual Self Assessment · Everything in Free · Submit annual return to HMRC · SA100–SA109 supported | £50, paid once |
As basetax.co.uk lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
Basetax combines bookkeeping, Self Assessment support, HMRC submission, and optional accountant services in a web application. Its free and paid tiers cover self-managed tracking through managed annual returns.
Facts from Basetax's own pages
- Audience
- Basetax describes its service as serving individuals, expatriates, partnerships and small businesses. · basetax.co.uk, 8 Oct 2026
- Bank connection
- Basetax says users can connect a bank to import transactions automatically through open banking. · basetax.co.uk, 8 Oct 2026
- Bookkeeping
- The bookkeeping tools record income and expenses, raise invoices, connect a bank and maintain digital records. · basetax.co.uk, 8 Oct 2026
- Data retention
- The privacy notice says client and engagement records are generally retained for at least six years after the relevant tax year or engagement. · basetax.co.uk, 8 Oct 2026
- Free plan
- Yes · basetax.co.uk, 22 Sept 2026
- Headquarters
- London, United Kingdom · basetax.co.uk, 28 Sept 2026
- HMRC filing
- Users can submit returns directly to HMRC and receive instant confirmation. · basetax.co.uk, 8 Oct 2026
- Investment income
- Yes · basetax.co.uk, 22 Sept 2026
- Mobile access
- web_only · basetax.co.uk, 22 Sept 2026
- MTD
- The Essential plan includes quarterly HMRC updates and a year-end final declaration for Making Tax Digital for Income Tax. · basetax.co.uk, 8 Oct 2026
- Payments
- The pricing page says payments are secured by Stripe and GoCardless. · basetax.co.uk, 8 Oct 2026
- Product
- Basetax is a digital tax and accountancy service for individuals, sole traders and small businesses. · basetax.co.uk, 8 Oct 2026
- Regulation
- Basetax Limited says it is regulated by ICAEW, and its privacy notice lists ICO registration ZA081604. · basetax.co.uk, 8 Oct 2026
- Rental income
- Yes · basetax.co.uk, 22 Sept 2026
- Security
- Basetax says it uses encryption in transit, access controls and secure hosting to protect personal data. · basetax.co.uk, 8 Oct 2026
- Self-employment support
- Yes · basetax.co.uk, 22 Sept 2026
- State filing
- none · basetax.co.uk, 22 Sept 2026
- Support
- The site offers real-person live chat and experienced-adviser support, with tax support included in Professional. · basetax.co.uk, 8 Oct 2026
- Tax forms
- Basetax says it supports Self Assessment forms SA100 through SA109 and maps answers onto the relevant HMRC forms. · basetax.co.uk, 8 Oct 2026
- Tax tracking
- The software updates estimated tax in real time as users record income and expenses. · basetax.co.uk, 8 Oct 2026
Where Basetax stands on Freedom251
- Tax Software#45 of 149
- Personal Tax Software#43 of 123