Basetax

What Basetax does

Basetax combines tax filing and bookkeeping for individuals, expatriates, partnerships, sole traders and small businesses. It updates an estimated tax position as users record income and expenses.

Users can record transactions, raise invoices, connect a bank through open banking, and keep digital records. Basetax says it supports Self Assessment forms SA100 through SA109 and sends completed returns directly to HMRC with instant confirmation.

Fees and plans

The Free plan costs free. It includes income and expense tracking, live tax estimates, digital records and invoices.

Essential costs £12.99 a month, billed monthly and cancellable at any time. It adds quarterly HMRC updates for Making Tax Digital for Income Tax, a year-end final declaration, and deadline and submission reminders.

Professional costs £29.99 a month, also billed monthly with cancellation at any time. It includes Essential features plus an accountant review of the books, return filing and tax support.

Pay as you file costs £50 one-time for one annual Self Assessment. It includes Free features, annual HMRC submission and SA100–SA109 support. Managed costs £199 one-time per annual return and includes preparation and filing by a chartered accountant, an ICAEW-supervised review and a direct adviser line.

Where it runs

Basetax is offered on the web.

The service has no state filing option listed.

Protection and rules, as Basetax publishes them

Basetax says payments are secured by Stripe and GoCardless. It says personal data is protected with encryption in transit, access controls and secure hosting.

Basetax Limited says it is regulated by ICAEW. Its privacy notice lists ICO registration ZA081604 and says client and engagement records are generally kept for at least six years after the relevant tax year or engagement.

Strengths

Basetax covers both tax filing and day-to-day records in one web service. Bank imports, invoices and digital records support bookkeeping, while live estimates show tax as entries are added.

The plans include several filing routes: quarterly Making Tax Digital updates, annual Self Assessment submission, or preparation and filing by an accountant. Professional includes tax support and an accountant review.

Catches and checks

Basetax is web-only, with no separate phone or computer application listed. State filing is not included in the published offering.

Check which plan matches the work required. Essential and Professional are monthly subscriptions; Pay as you file and Managed charge per annual return. The accountant-prepared option is limited to the Managed plan, while tax support is listed under Professional.

The service covers Self Assessment forms SA100–SA109 and selected Making Tax Digital steps.

Who may want another service

Basetax may not fit someone who needs a native iPhone or Android app or state tax filing. A reader comparing other tax filers could review WISO Steuer, H&R Block Online, or FreeTaxUSA.

Verdict

Basetax suits people who want web-based bookkeeping tied to UK Self Assessment filing, with choices from free tracking to monthly support or one-off accountant work. Its published plans cover self-employment, investment and rental income, and the service can send returns to HMRC.

It is less suitable for users seeking state returns or a dedicated mobile app. The main cost difference is between self-service filing and plans that add HMRC updates, accountant review or direct adviser support.

Questions