TaxKey
What TaxKey is
TaxKey is paid web software for UK investors handling investment tax calculations and HMRC reporting. Its AI-powered CSV ingestion recognises and standardises transactions from brokers and trading platforms. Calculations cover share pooling, the 30 day rule, bed and breakfast rules, non-GBP assets, and RSUs with automated lookups. Users can inspect how each capital gain or loss was calculated. TaxKey prepares, reviews, and submits Self Assessment returns to HMRC, and shows pension contributions plus tapered allowance usage for the tax year. The site describes it as HMRC Recognised Software. Individual Self Assessment is presented for individuals, while Accountant Pro adds multi-client reporting, bulk imports, collaboration tools, advanced compliance reporting, priority support, and account management. White Label & API targets fintechs, platforms, and enterprise teams with UK investment tax calculations, a co-branded interface, and zero-knowledge hosting options. TaxKey does not provide personalised tax advice; users remain responsible for filings and tax positions.
Who it suits
It suits UK investors preparing Self Assessment returns and firms serving clients with investment-heavy portfolios. Fintechs, platforms, and enterprise teams can use the White Label & API offering.
What it does well
- Imports trades from any broker
- Supports UK share-tax rules
- Explains each gain or loss calculation
- Prepares and submits HMRC returns
- Provides API and white-label options
What to know first
- No free plan
- No personalised tax advice
- Users remain responsible for filings
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Individual Self Assessment | per tax year · Import trades from any broker · Capital gains and investment income calculated automatically · Tapered Pension Allowance support · HMRC compliant, ready to submit | £99 a year |
| White Label & API | Custom pricing · API access to UK investment tax calculations · White label or co branded UI · Zero knowledge hosting options | On request |
| Accountant Pro | Custom pricing · Multi client portfolio and tax reporting · Bulk data imports and collaboration tools · Advanced compliance reporting · Priority support and account management | On request |
As taxkey.co.uk lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
TaxKey combines transaction importing, UK-specific investment calculations, pension allowance tracking, and HMRC submission workflows. Its offerings are separated for individuals, accounting firms, and technology businesses.
Facts from TaxKey's own pages
- Calculation detail
- Users can see how each capital gain or loss is calculated. · taxkey.co.uk, 12 Oct 2026
- Company
- TaxKey is a trading name of Blueprint Labs Ltd., registered in England and Wales under company number 16782973. · taxkey.co.uk, 12 Oct 2026
- Complex holdings
- It supports non GBP assets and RSUs with automated lookups. · taxkey.co.uk, 12 Oct 2026
- Free plan
- No · taxkey.co.uk, 22 Sept 2026
- HMRC status
- The site describes TaxKey as HMRC Recognised Software. · taxkey.co.uk, 12 Oct 2026
- Intended users
- The site presents Individual Self Assessment for individuals, Accountant Pro for firms with investment heavy clients, and White Label & API for fintechs, platforms, and enterprise teams. · taxkey.co.uk, 12 Oct 2026
- Investment income
- Yes · taxkey.co.uk, 22 Sept 2026
- Pension allowance
- It shows pension contributions and tapered allowance usage for the tax year. · taxkey.co.uk, 12 Oct 2026
- Purpose
- TaxKey automates UK investor tax reporting, calculations, and submissions to HMRC. · taxkey.co.uk, 12 Oct 2026
- Self Assessment
- TaxKey supports preparing, reviewing, and submitting Self Assessment returns to HMRC. · taxkey.co.uk, 12 Oct 2026
- Support
- The site directs users to [email protected] and offers priority support and account management on Accountant Pro. · taxkey.co.uk, 12 Oct 2026
- Tax advice limit
- TaxKey says it does not provide personalised tax advice or recommendations and users remain responsible for their filings and tax positions. · taxkey.co.uk, 12 Oct 2026
- Transaction import
- Its AI powered CSV ingestion recognises and standardises transactions from brokers and trading platforms. · taxkey.co.uk, 12 Oct 2026
- UK share rules
- TaxKey says it supports share pooling, the 30 day rule, and bed and breakfast rules. · taxkey.co.uk, 12 Oct 2026
Where TaxKey stands on Freedom251
- Tax Software#130 of 149
- Personal Tax Software#120 of 123