TaxKey
The facts below are what the maker publishes about TaxKey, checked and dated. Our editors have not written about it yet.
Plans and prices
From TaxKey's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Individual Self Assessment | £99 a year | Import trades from any broker · Capital gains and investment income calculated automatically · Tapered Pension Allowance support · HMRC compliant, ready to submit · per tax year |
| Accountant Pro | Priced on request | Multi client portfolio and tax reporting · Bulk data imports and collaboration tools · Advanced compliance reporting · Priority support and account management · Custom pricing |
| White Label & API | Priced on request | API access to UK investment tax calculations · White label or co branded UI · Zero knowledge hosting options · Custom pricing |
The facts
Each one read from TaxKey's own pages, with the date it was checked.
What it does
- Calculation detail
- Users can see how each capital gain or loss is calculated.checked 12 Oct 2026
- Complex holdings
- It supports non GBP assets and RSUs with automated lookups.checked 12 Oct 2026
- HMRC status
- The site describes TaxKey as HMRC Recognised Software.checked 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.checked 12 Oct 2026
- Investment income
- Yeschecked 22 Sep 2026
- Pension allowance
- It shows pension contributions and tapered allowance usage for the tax year.checked 12 Oct 2026
- Purpose
- TaxKey automates UK investor tax reporting, calculations, and submissions to HMRC.checked 12 Oct 2026
- Self Assessment
- TaxKey supports preparing, reviewing, and submitting Self Assessment returns to HMRC.checked 12 Oct 2026
- Support
- The site directs users to [email protected] and offers priority support and account management on Accountant Pro.checked 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.checked 12 Oct 2026
- Transaction import
- Its AI powered CSV ingestion recognises and standardises transactions from brokers and trading platforms.checked 12 Oct 2026
- UK share rules
- TaxKey says it supports share pooling, the 30 day rule, and bed and breakfast rules.checked 12 Oct 2026
The company
- Company
- TaxKey is a trading name of Blueprint Labs Ltd., registered in England and Wales under company number 16782973.checked 12 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
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