For accountants and tax agents
aligned.tax is HMRC-recognised MTD software for accountants and bookkeepers. Your clients keep using their Excel spreadsheets while you review and file quarterly updates from one dashboard. Start now with no credit card: free for unlimited clients until April 2027.
No credit card · Keep the spreadsheet you already use · Connects securely to HMRC.
Found 8 potential mappings in your spreadsheet.
Every client sends a different spreadsheet. Most MTD tools demand a rigid template, per-client subscriptions, and manual mapping for every client. aligned.tax reads the spreadsheets your clients already send.
Drop in your XLSX spreadsheet with your own layout. Safe, secure AI reads your columns and maps them to the right HMRC fields for you, so there is no re-keying and nothing to reformat. You stay in control: check the mapping, hit submit, and your quarterly update is filed. The mapping saves, so next quarter takes seconds.
Download a rigid template. Link cells with formulas. Or re-key every figure by hand into another tool. Every quarter. For every client. HMRC's digital mandate means you can't just copy and paste - so you're stuck adapting your workflow to fit someone else's software.
One dashboard. Mapping that remembers itself. Quarterly filing without re-keying or template chasing.
Each client sends a different workbook. Upload it as-is, in whatever layout they use. Smart Map reads the structure and works out what goes where, so you do not chase clients to reformat anything.
Smart Map scans column headers and layout patterns and proposes a mapping per client. Save it once and reuse it next quarter for that client. Review and approve every figure before anything is submitted.
Check the figures and file directly to HMRC via their MTD API from one practice dashboard. Save the mapping for reuse next quarter, with a full audit trail on every submission.
A practical guide covering Agent Services Account setup, client authorisation, pricing strategies, and practice workflow planning.
Read the MTD guide for accountantsYes. aligned.tax completed HMRC's production approval process in July 2026 and is officially HMRC-recognised software for Making Tax Digital for Income Tax. All submissions go through HMRC's official MTD API. 'Recognised' is HMRC's own term - HMRC does not approve or endorse individual products.
Yes. aligned.tax is designed for practices managing multiple clients, with one dashboard for spreadsheet review and quarterly filing.
No. Clients can keep their existing spreadsheets and aligned.tax helps map the columns to the right HMRC fields.
You can start now. Create a free account, add your clients, connect to HMRC, and file their quarterly updates from the spreadsheets they already send. No credit card required.
Free until April 2027 - unlimited clients, no card. From the 2027/28 tax year it is £1.50 +VAT per active client per month, falling to £1 from your 26th client and £0.75 from your 51st, with your first three clients free forever. A client only counts once their first live filing succeeds, all of their income sources are included, and there are no seat fees. Full details and a cost calculator are on the pricing page.
aligned.tax accepts .xlsx files. Smart Map handles arbitrary column orders and bespoke headers, so each client can keep the workbook they already send you. If it is in another format, save or export it as .xlsx before upload.
Yes. Clients do not need re-onboarding onto a new accounting package. You can keep the existing spreadsheet workflow and, where it suits your practice, run aligned.tax alongside current software during the changeover. The systems must maintain the required digital links and collectively meet HMRC minimum functionality.
Usually. Add each Self Assessment agent code to your Agent Services Account and HMRC will add the existing authorisations linked to that code. Those relationships make you the main agent, but you or the client must still sign up each eligible client for MTD. New clients without an existing Self Assessment authorisation use a digital-handshake link, which expires after 21 days.
Once a client is mandated into MTD ITSA they stay in unless they opt out, and opt-out is only available after three consecutive tax years below the applicable threshold. There is no obligation to opt out, so clients may also choose to remain on MTD for continuity.
Yes. HMRC allows you to use more than one compatible product for a single client provided they work together and collectively meet the minimum functionality. aligned.tax slots in as the bridging step from spreadsheet to HMRC, but the digital link must be maintained between systems with no manual re-keying.
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Free for individuals, always. Practices start with three clients free. No credit card, no setup.