QTax
by QTax
What QTax is
Q Tax Agent is web software from QTax, headquartered in London, England, United Kingdom, for UK accounting practices managing sole-trader clients. It helps practices agree a tax plan, reconcile records, and monitor actual results against that plan during the year. Bookkeeping, tax calculations, and planning are free without a monthly subscription. Records can come from read-only Open Banking feeds, PDF or CSV statements, manual entry, or previous submissions. AI suggests business or personal categorisation from earlier decisions for practice review. The portal tracks clients against plans and monitors CIS. Under HMRC agent authorisation, it files quarterly MTD updates and SA100 returns. Clients can connect banks, capture receipts, view estimated tax, and answer questions through secure links. Open Banking is read-only, credentials are not held, primary service data is hosted in the UK, and access uses roles and two-factor authentication. Paid options include Self Assessment at £39.99 a year and filing packages.
Who it suits
Q Tax Agent suits UK accounting practices handling sole-trader clients and seeking planned, reconciled tax monitoring with HMRC filing support. It also serves clients using secure links for banking, receipts, estimates, and questions.
What it does well
- Free bookkeeping and tax planning
- Read-only Open Banking feeds
- Quarterly MTD and SA100 filing
- Role-based access with two-factor authentication
- UK primary service-data hosting
What to know first
- Web-only access
- Unpaid updates stop after two quarters
- Paid filing plans apply
- Built for UK tax processes
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Self Assessment | incl. VAT · Self Assessment tax return · Direct HMRC submission · Smart prompts and checks · Allowable-expense guidance · Secure document storage · Email support | £39.99 a year |
| HMRC Compliance Check Protection | Optional add-on; incl. VAT · Compliance-review support · Guidance on required documents · Help preparing responses and clarifications | £39.99 a year |
| Five consecutive filings | £120 + VAT prepaid for five consecutive filings for one client. · Four quarterly updates and one annual tax return · start from any quarter | £120, paid once |
| Pay per filing | £30 + VAT per client filing; charged when the completed report is produced. Annual-return-only clients are charged when added. · One quarterly update or one annual tax return with appendices · filing, export, corrections and resubmissions included | £30, paid once |
As q.tax lists them, read 22 Sept 2026. The maker's own page has the final word.
Verdict
Q Tax Agent links bookkeeping, planning, monitoring, client collection, and HMRC submissions for UK practices. Its free core tools sit alongside annual, per-filing, and prepaid filing options.
Facts from QTax's own pages
- Access controls
- The company page states that practice access is role-based and uses two-factor authentication. · q.tax, 11 Oct 2026
- Audience
- The software is for UK accounting firms managing sole-trader clients. · q.tax, 11 Oct 2026
- Audit support
- Yes · q.tax, 22 Sept 2026
- Categorisation
- AI suggests whether transactions are business or personal expenses based on previous categorisation decisions, while the practice reviews and corrects them. · q.tax, 11 Oct 2026
- Client portal
- Clients can connect a bank, capture receipts, view an estimated tax amount, and answer one-off questions through secure links. · q.tax, 11 Oct 2026
- Free features
- Bookkeeping, tax calculations and planning are free to use with no monthly subscription. · q.tax, 11 Oct 2026
- Free plan
- No · q.tax, 22 Sept 2026
- Headquarters
- London, England, United Kingdom · q.tax, 28 Sept 2026
- HMRC filing
- Q Tax Agent files quarterly MTD updates and SA100 returns under the practice’s HMRC agent authorisation. · q.tax, 11 Oct 2026
- Inputs
- Records can come from read-only Open Banking feeds, PDF or CSV statements, manual entry, and previous submissions. · q.tax, 11 Oct 2026
- Investment income
- Yes · q.tax, 22 Sept 2026
- Maker
- Q Tax Agent is developed with Q Accountants, an ACCA-regulated London practice that the company describes as its design partner and first user. · q.tax, 11 Oct 2026
- Mobile access
- web_only · q.tax, 22 Sept 2026
- Purpose
- Q Tax Agent helps accounting practices agree a client tax plan, keep records reconciled, and monitor actual results against the plan throughout the year. · q.tax, 11 Oct 2026
- Regulatory recognition
- The site states that Q Tax Agent is HMRC-recognised for Self Assessment and Making Tax Digital for Income Tax. · q.tax, 11 Oct 2026
- Rental income
- Yes · q.tax, 22 Sept 2026
- Security
- Q Tax Agent says its Open Banking connections are read-only, it does not hold banking credentials, and its primary service-data hosting is in the UK. · q.tax, 11 Oct 2026
- Self-employment support
- Yes · q.tax, 22 Sept 2026
- Support
- The company says it provides guided onboarding and stays with practices through their first quarterly cycle. · q.tax, 11 Oct 2026
- Tax monitoring
- The practice portal tracks the client against the agreed plan and monitors CIS through the year. · q.tax, 11 Oct 2026
- Usage limit
- If two consecutive quarterly updates for a client are unpaid, new bank transactions stop arriving for that client; one payment restarts the feed. · q.tax, 11 Oct 2026
Where QTax stands on Freedom251
- Tax Software#75 of 149
- Personal Tax Software#66 of 123