No. 117of 123 ·Personal Tax Software

TaxKey

Name: TaxKey
Price: 99 GBP

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One barScore 4.8

Free tierNo free tier
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

TaxKey is ranked #117 of 123 in personal tax software on Freedom251. It runs on Web. There is no free plan.

TaxKey plans and pricing

All plans

Individual Self Assessment Import trades from any broker · Capital gains and investment income calculated automatically · Tapered pension allowance support · HMRC-compliant return ready for submission taxkey.co.uk · 22 Sept 2026

Accountant Pro Multi-client portfolio and tax reporting · Bulk data imports · Collaboration tools · Advanced compliance reporting · Priority support and account management taxkey.co.uk · 22 Sept 2026

White Label & API API access to UK investment tax calculations · White-label or co-branded UI · Zero-knowledge hosting options taxkey.co.uk · 22 Sept 2026

Individual Self Assessment £99/yr per tax year Import trades from any broker · Capital gains and investment income calculated automatically · Tapered Pension Allowance support · HMRC compliant, ready to submit taxkey.co.uk · 12 Oct 2026

White Label & API Custom pricing API access to UK investment tax calculations · White label or co branded UI · Zero knowledge hosting options taxkey.co.uk · 12 Oct 2026

Accountant Pro Custom pricing Multi client portfolio and tax reporting · Bulk data imports and collaboration tools · Advanced compliance reporting · Priority support and account management taxkey.co.uk · 12 Oct 2026

Compared on personal tax software

Free plan: No
Investment income: Yes

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The record

Purpose: TaxKey automates UK investor tax reporting, calculations, and submissions to HMRC.
Transaction import: Its AI powered CSV ingestion recognises and standardises transactions from brokers and trading platforms.
UK share rules: TaxKey says it supports share pooling, the 30 day rule, and bed and breakfast rules.
Complex holdings: It supports non GBP assets and RSUs with automated lookups.
Calculation detail: Users can see how each capital gain or loss is calculated.
Self Assessment: TaxKey supports preparing, reviewing, and submitting Self Assessment returns to HMRC.
Pension allowance: It shows pension contributions and tapered allowance usage for the tax year.
HMRC status: The site describes TaxKey as HMRC Recognised Software.
Tax advice limit: TaxKey says it does not provide personalised tax advice or recommendations and users remain responsible for their filings and tax positions.
Support: The site directs users to [email protected] and offers priority support and account management on Accountant Pro.
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.
Company: TaxKey is a trading name of Blueprint Labs Ltd., registered in England and Wales under company number 16782973.

Where it ranks on Freedom251

Best Personal Tax Software in 2026#117 of 123

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Sources

taxkey.co.uk· checked 12 Oct 2026