TaxVault
Personal Tax Dashboard
TaxVault
Know where you stand with your tax. All year round.
Record income, expenses and mileage as you go, monitor your estimated tax position and see where your current trading pattern could take you by the end of the tax year.
Your tax position, in one place
Simple tools to help you stay organised and plan ahead
TaxVault brings your business records and tax estimates together so you can see how your position changes as the year develops.
Estimated tax position
See an up-to-date planning estimate based on the information you record.
Income & expenses
Record invoices and allowable business costs throughout the year.
Mileage tracking
Keep business mileage alongside your other financial records.
Year-end forecasting
See where your current income and spending pattern could take you.
Useful reminders
Keep important TaxVault notifications and planning reminders close at hand.
Live tax monitoring
See your current tax position as your records change
TaxVault brings together the income, expenses and mileage you have recorded and uses the rules for the selected tax year to provide a clear planning estimate.
Forecast ahead
Turn today's trading into a view of the year ahead
Forecasting helps you see what your year-end position could look like if your current trading pattern continues, giving you more time to plan.
Record as you go
Add income while it is still fresh in your mind
TaxVault is built around quick everyday record keeping. Add an invoice, mark whether it has been paid and keep the information attached to the correct tax year.
How TaxVault works
A straightforward way to turn day-to-day business records into a clearer view of your tax position.
Record your activity
Add income, expenses, mileage and relevant pension information as the year progresses.
Monitor your position
TaxVault applies the supported tax-year rules to provide a live planning estimate.
Forecast & plan
Use your current trading pattern to explore where the tax year could end up.
Built for everyday tax planning
Less guessing. More visibility.
TaxVault is designed to make the numbers behind your tax position easier to follow throughout the year.
Know what is available
See your business profit and estimated liabilities together when planning spending.
Tax-year aware
Records are allocated to the correct UK tax year, with supported historical rules kept separate.
Made for mobile
Use TaxVault from your phone and install it as an app on supported devices.
Planning, not guesswork
Estimates are based on the information you enter and the configured tax-year rules.
Who TaxVault is for
A clearer tax view for people running their own business
Whether you record income every day or catch up once a week, TaxVault gives you one place to keep track of the numbers that affect your tax position.
Self-employed people
Keep day-to-day records and monitor an estimated position without relying on mental arithmetic.
Sole traders
Bring income, expenses, mileage and tax-year estimates together in one simple workflow.
Small business owners
Use forecasting and reporting tools to make more informed decisions as the year develops.
Your TaxVault
Install it. Open it. Keep your tax position close.
TaxVault is designed to feel like its own application rather than another page inside a website. On supported devices it can be installed for quick access from your home screen or desktop.
Simple monthly subscription
One TaxVault plan. All the core tools included.
Subscribe through your Zabion account and use TaxVault to keep your records, estimates and forecasts together.
Monthly Plan
Everything you need to record your business activity, monitor your estimated tax position and forecast ahead.
Self-employed tax tracking
Keep an eye on tax before the deadline arrives
How much tax should I put aside?
The amount you may need to reserve depends on your profit, allowances, tax band, National Insurance position and other circumstances. TaxVault helps by turning the business information you record into an estimated position that changes as your year develops.
Why track tax throughout the year?
Waiting until the end of the tax year can make it harder to see how much of your cash may eventually be needed for tax. Recording income and costs as you go gives you a more useful view of your current position and makes forecasting easier.
A tax tracker for changing income
Self-employed income is rarely identical every month. TaxVault allows your estimate to move with the information you enter, rather than relying on one fixed annual guess made at the start of the year.
Keep business records and tax planning together
Income, expenses, mileage and forecasting all affect the bigger financial picture. Keeping them together makes it easier to understand what has happened so far and what could happen next.
FAQs
Frequently asked questions about TaxVault
What is TaxVault?
TaxVault is a tax tracking and forecasting app designed to help you record business income, expenses and mileage, monitor an estimated tax position and plan ahead through the tax year.
Who is TaxVault designed for?
TaxVault is designed for people who want a clearer view of their business finances and estimated tax position, including sole traders, self-employed people and small business owners.
Does TaxVault calculate my tax automatically?
TaxVault uses the information you record together with tax-year-specific rates, thresholds and allowances to produce planning estimates. The figures are intended to help you monitor and plan rather than replace professional tax advice.
Can I track more than one tax year?
Yes. TaxVault keeps transactions assigned to the correct UK tax year and allows supported historical tax years to use their own rates and thresholds.
Can TaxVault help me work out how much tax to put aside?
TaxVault shows your estimated tax position and can help you understand how your current trading pattern could affect your year-end position, making it easier to plan how much money you may want to reserve.
Does TaxVault track mileage and expenses?
Yes. You can record business expenses and mileage alongside income so that your TaxVault position reflects the information you have entered.
Can I use TaxVault on my phone?
Yes. TaxVault is designed to work well on mobile and can be installed as an app on supported devices for quick access to your tax dashboard.
Is TaxVault a replacement for an accountant?
No. TaxVault provides estimates, forecasts and record-keeping tools for planning purposes. It should not replace professional tax or accounting advice where that is required.
Stop wondering what your tax position might be
Keep your business records up to date, monitor your estimated tax position and give yourself more time to plan for what comes next.
TaxVault provides estimates and forecasts based on the information you record. Figures are for planning purposes and should not replace professional tax advice.